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Geopolitics


04 August 2023

Taiwan Update - Cross-strait Tension - 4 May 2023

Executive Briefs
On 22 March Chinese President XI Jinping concluded a three-day state visit to Moscow that saw China and Russia sign 14 joint statements and agreements.
01 August 2023

China tightens overseas access to research and government data

Blog
As China limits access to national databases and research papers, US and international analysts and researchers are having to find innovative ways to uncover accurate information on Chinese commercial policies as well as advanced scientific and technological research.
20 July 2023

The Netherlands imposes restrictions on the export of chip-making equipment to China

Blog
New export controls imposed by the Netherlands will limit ASML Holdings NV exports of advanced chip-making equipment to China.
19 July 2023

China Update - Xi puts his stamp on foreign policy - 19 April 2023

Executive Briefs
On 22 March Chinese President XI Jinping concluded a three-day state visit to Moscow that saw China and Russia sign 14 joint statements and agreements.
18 July 2023

China Update - China Trade Status - 18 April 2023

Executive Briefs
On 27 March the US House of Representatives passed the PRC Is Not A Developing Country Act (415-0), which would require the US administration to take actions to stop China — the world’s second largest economy — from receiving preferential treatment or assistance as a developing country from international organizations such as the World Bank and World Trade Organization.
14 July 2023

China Update - China CHIPS Act - 14 April 2023

Executive Briefs
On 31 March the Cyberspace Administration of China (CAC) announced a “security investigation into Micron products sold in China.”
12 July 2023

US-Philippines relations warm amid Chinese provocations

Blog
The Philippines is having to walk a thin line between appeasing China and supporting US and allied regional security.
04 July 2023

China Update - Beijng’s calculus to foster Moscow’s dependence on China - 4 April 2023

Executive Briefs
On 22 March Chinese President XI Jinping concluded a three-day state visit to Moscow that saw China and Russia sign 14 joint statements and agreements.
27 June 2023

US-Taiwan-G7 Leaders: Building trade partnerships and mitigating risk from China

Blog
As the US and Taiwan foster closer trading partnerships and increased bilateral trade flows, China has retaliated with sanctions on US and Taiwanese companies and has conducted military drills near the island, as growing trade tensions threaten to spill over into military tensions, increasing the risk of sea and air miscalculations.
20 June 2023

G7 Leaders discuss China at recent summit

Blog
During the recent G7 leaders’ summit in Japan, President Biden commented on US-China relations during a press conference which were picked up by international media: Biden sees shift in ties with China shortly.
15 June 2023

Taiwan Update - Elevated risk environment in Taiwan Strait - 15 March 2023

Executive Briefs
On 6 March Defense Minister CHIU Kuo-cheng said Taiwan will not fire the first shot but will fire if Beijing enters Taiwan’s 12 nautical mile territorial waters. Chiu said, “China has changed the status quo of the Taiwan Strait by flying drones, aircraft, and balloons over our airspace, [and Beijing] could, without warning, break into our territorial sea baseline of 24 nautical miles and approach our territorial space of 12 nautical miles.”
08 June 2023

China’s amended Counterespionage Law is creating an unpredictable risk environment for US companies

Blog
Despite promoting foreign investment, China’s introduction of its amended Counter Espionage Law is “spooking” both foreign investors, as well as the foreign local business community after a spate of local US office closures and the detention of foreign executives.
20 May 2023

Taiwan Update - Increasing pressure on ruling DPP - 20 February 2023

Executive Briefs
China is proactively helping pro-unification parties in Taiwan in the run-up to Taiwan’s 2024 presidential election.
16 May 2023

China Update - Absence of top-level comms hinders US and China from mitigating risk - 16 February 2023

Executive Briefs
China has taken an increasingly confrontational stand against the US in the wake of the spy balloon incident, accusing the US of engaging in “information and public opinion warfare.”
02 May 2023

Taiwan Update - Maintaining the status quo remains top priority for Taiwan’s Vice President - 2 February 2023

Executive Briefs
Taiwan’s Vice President William Lai was sworn in as the new chairman of the ruling Democratic Progressive Party (DPP) on 18 January. As the only candidate for the position, Lai received almost 100 percent of the DPP votes, making him the most likely DPP candidate for Taiwan’s presidential election in 2024.

Resource Library

17 September 2024

US, Japan and the Philippines launch Luzon Economic Corridor to attract G7 countries and expand economic influence in Southeast Asia

Blog
The US and Japan have launched an ambitious $100 billion initiative in the Philippines that is now drawing interest from the UK and other G7 nations. It offers the potential for greater US influence in Southeast Asia as well as access to essential elements used for battery, clean energy, and semiconductor applications.
11 September 2024

China’s Nuclear Reactors and the Race to Clean Energy

Blog
Last month, Chinese premier Li Qiang approved just over $33 billion in funding for the construction of 11 new nuclear reactors in five coastal provinces. This approval is representative of Beijing’s general push in recent years toward decarbonization of its energy industry.
29 August 2024

Tensions in the South China Sea Remain High Despite China-Philippines Agreement

Blog
In July, Beijing and Manila reached an agreement on a “provisional arrangement” over the Philippines’ resupply missions to the Second Thomas Shoal with the hope of de-escalating the situation in the South China Sea.
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