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Research Date 18 Apr 2018 For EU companies, there may be no avoiding US-China hostilities As US-China trade hostilities slowly unfold, the EU is currently watching from the sidelines — mostly silently. But impacts in Europe are possible in the coming months, if only because... Read more
Research Date 17 Apr 2018 The other Trump trade war with China The Trump administration’s threat of 25% tariffs on $50bn of Chinese imports to the United States has inevitably dominated coverage of the President’s decision to escalate a long-standing irritation with... Read more
Research Date 17 Apr 2018 Whither global Britain and China’s Belt and Road? I have been in China again, this time as president of the Great Britain-China Centre, flying the flag at the UK-China Leadership Forum. This is an annual event at which... Read more
Research Date 12 Apr 2018 Xi opens the door at Boao Was it a rehash of old announcements or concessions that could prevent a trade war? These starkly different verdicts have been offered on President Xi’s plans to liberalise the Chinese... Read more
Research Date 29 Mar 2018 Italy, and why not all political negotiations are equal Signs are clearly pointing to the two winners of Italy’s 4 March election – the Five Star Movement and Lega – being able to work together, and it is looking... Read more
Research Date 23 Mar 2018 The Trump trade gamble For all of Donald Trump’s flexibility on policy issues, US-China trade is one area where he has demonstrated surprisingly constant views over the years. Unlike the Washington political establishment, Trump... Read more
Report Date 16 Mar 2018 Rules of origin in an EU-UK FTA: A ‘hidden hard Brexit’ for food and drink exporters? The imposition of rules of origin on trade between the EU and the UK is often poorly understood as an important factor in managing the impact of a UK exit... Read more
Research Date 12 Mar 2018 Mutual recognition – mutual incomprehension? The UK government has finally started to flesh out what sort of future trade and regulatory relationship it wants to negotiate with the EU. Central to this are a revised... Read more
Report Date 12 Mar 2018 Global Counsel Brexit dashboard Q1 2018 This is the first issue of the Global Counsel Brexit dashboard. 21 months on from the vote – and with just 12 months before the UK leaves the EU –... Read more
Research Date 7 Mar 2018 Xi’s next term, or is it his last? At the China Entrepreneurs Conference in Yabuli last week ( see my previous blog for reflections), the theme was 40 years of reform and opening up of China’s economy. Earlier... Read more
Research Date 5 Mar 2018 Germany’s fiscal trilemma: why Europe could lose out Sunday’s result of the SPD membership vote has been welcomed across Europe. Many, from Paris to Rome and Madrid, are relieved that the SPD will be part of the next... Read more
Research Date 5 Mar 2018 Yabuli: where Chinese businesses move and shake Most Davos regulars will not know of the town of Yabuli, a remote town in northern China closer to Vladivostok than Beijing. But, having spent much of last week trekking... Read more
Report Date 2 Mar 2018 Pricing sustainability: the financial sector’s role in green finance Sustainable finance refers to a financial service that incorporates environmental, social and governance (ESG) factors into business and investment decision-making.While market-driven initiatives currently set the metrics for this area, its... Read more
Report Date 28 Feb 2018 Foreign Investment: Rising Tides of Politics in Regulation Recent years have seen important global shifts in both the policy frameworks for screening inward foreign investment and the way in which they are applied. These shifts come against a... Read more
Report Date 28 Feb 2018 How can Chinese investors and entrepreneurs navigate populism in the West? Inequalities are increasing amongst people in Europe and the US; this is having a profound impact on politics, creating resentments and instability; and this is impacting the way in which... Read more
Research Date 26 Feb 2018 The illusion of managed divergence The Institute for Government’s model of managed divergence for the UK and EU economies has been influential in shaping the UK government’s position. It’s an ingenious attempt to address some... Read more
Research Date 13 Feb 2018 When the regulator is a competitor Transport for London (TfL) is the city’s transport regulator, responsible for operating multiple modes of transport for 1.3bn passengers a year, such as the Tube, the Emirates Air Line and... Read more
Research Date 12 Feb 2018 The “cost” of Labour’s nationalisation agenda The nationalisation of several utilities and rail franchises is a key plank of the UK Labour Party’s policy platform. To the dismay of implicated business leaders, it is also relatively... Read more