How do big-ticket US subsidies affect foreign investment?
US President Joe Biden once described the Inflation Reduction Act (IRA) as one of “the most significant laws” ever enacted due to its massive investment in US manufacturing....
Geopolitics
Trump’s data wrecking ball has echoes of Greek tragedy
January 9, 2026 • by Jerry Davis in Geopolitics • 9 min read • 
Audio available
The US President is gouging out chunks of America’s long-established economic data apparatus because he doesn’t like what he sees. It’s unlikely to end well....
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Biden vs Trump: Future proofing your global business for either election outcome
With the US Presidential election too close to call, identifying the areas that would have the biggest impact on your business, stress testing your organization, and coming up with market and nonmarket...
YouTube
Western EV manufacturers have much to learn from their Chinese counterparts
This weekend’s G7 summit will see renewed calls for protectionist measures against Chinese EV manufacturers. But tariffs would be misguided and universally damaging, warns IMD’s Howard Yu...
The G7 gangs up on China
June 13, 2024 • by Simon J. Evenett, Fernando Martín Espejo in Geopolitics • 5 min read • 
Podcast available
At this weekend’s Summit, G7 leaders will issue a stinging critique of China’s trade practices – but the G7’s bark is worse than its bite. This is just as well, argue Simon...
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