Domestic Capital Dominates China’s AI Investment, While Foreign Investors Remain Active
Chinese investors dominate disclosed AI investment activity, while U.S.-based investors have the largest transaction footprint among foreign markets
Sub-Saharan Africa’s Two-Speed Economy
Since 2012, non-resource-intensive economies have consistently outgrown resource-intensive peers
China Is the World’s No. 2 AI Investment Market, Behind the U.S.
China attracted USD 119 billion in AI investment over the last decade, supported by accelerating domestic funding.
China Is Producing More While Investing Less in 2026
FAI has contracted for six consecutive months as private and construction spending weakens, while industrial output continues to expand.
China’s Foreign Investment Landscape Is Shifting, But Foreign Firms Retain a Major Trade Role
FDI inflows have moderated and the sector mix is evolving, while foreign-funded enterprises retain a substantial, though declining, share of China’s trade.
China’s Mining Economy Has Turned Sharply in 2026
Revenue and profits have returned to growth while investment remains positive, although performance varies significantly across segments
China’s Construction Output Remains Stable as New Project Pipeline Slows
New project starts have declined sharply since 2021 as real estate investment weakens, while completions continue to support overall construction activity.
Global Data Centre Infrastructure Is Highly Concentrated, With Africa Largely Absent and Asia Uneven
The U.S. and Europe dominate global data centre infrastructure, while Asia’s footprint is concentrated in a few hubs
Southeast Asia’s Digital Economy Is Scaling Rapidly as Regional Tech Hubs Take Shape
Digital consumption across Southeast Asia is expanding rapidly across e-commerce, payments and platforms.
Global FDI Rebounded in 2025, But the Recovery Is Narrow and Highly Concentrated
Investment remained uneven, with greenfield activity concentrated in data centres, AI and semiconductors.