Our Insights
Featured Insights Selected by Our Experts
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The Return of the Koh Ker Ganesha
with Brad Gordon, Channy Set, and Nguon Chhay Song | Hosted by Deborah Lehr
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CES, Digital Trade, and the Future of Tech Supply Chains
with Ed Brytzwa | Hosted by Jake E. Jennings
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Iran, The Days After: The Succession
By the Basilinna team
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Why China Is Pushing Trade Facilitation Despite a Record Surplus
By Leigh Wedell and Ruihan Huang
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Mexico Now America’s Top Trading Partner as USMCA Review Looms
By Abel Hibert, Senior Fellow
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Nature as National Asset: How the Middle East Is Turning Biodiversity into Economic Opportunity
By Basilinna Deborah Lehr, Chair and CEO.
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China Economic Stimulus Tracker
A comprehensive timeline of announcements and policy actions implemented by the Chinese government to stimulate economic activity.
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From the Middle Kingdom to the Saudi Kingdom: Opportunities Abound
By Yasser Elnaggar, Chair of the Middle East and Africa
Explore all of our Insights, Interviews, Commentary, and More
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
U.S. Trade Strategy Consolidates Around Tariff Architecture: Washington is embedding tariffs into its baseline economic policy rather than using them purely as temporary leverage.
Coal Is Rising in China’s Clean Energy Transition
By Deborah Lehr, Chair and CEO, and Ruihan Huang, Director
China’s energy transition is entering a more complex phase than commonly assumed. While the country is rapidly scaling up renewable energy – China now leads the world in both investment and deployment – coal production and coal power investment are also increasing.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
USMCA Review Shifts Toward Enforcement-Led Trade: The July 1 joint review is emerging as a live renegotiation window, with tighter origin rules, reduced tolerance for China-linked inputs.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
AI Procurement Is a National Security Variable: The Anthropic ruling signals that federal agencies may use supply chain risk designations to enforce operational requirements on AI providers, raising the stakes for any technology firm negotiating model guardrails or defense contract terms.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
IEEPA Authority Invalidated, Statutory Tariffs Become the Only Path: With emergency tariff powers struck down, the administration can no longer rely on rapid, unilateral IEEPA actions.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
Rubio Lays Out the White House Economic Security Playbook: Secretary Rubio’s Munich speech frames a “new Western century” built on re‑industrialization, supply chain sovereignty, and allied technological leadership—not just a narrower China strategy.
Why China Is Pushing Trade Facilitation Despite a Record Surplus
By Leigh Wedell, President and COO, and Ruihan Huang, Director
China recorded the largest trade surplus in its history and swiftly followed the announcement with 25 new measures to further streamline trade, reinforcing that exports remain a central pillar of the economy despite mounting geopolitical headwinds. Here are your talking points.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
Economic Security Replaces Free Trade in the Western Hemisphere: U.S. agreements and USMCA talks increasingly condition regional market access on supply chain alignment, critical minerals cooperation, and China-related constraints rather than tariff reciprocity.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
Tariff relief is increasingly exchanged for onshoring committments. The U.S.–Taiwan chip deal underscores a template where reduced duties come with large, targeted investment obligations, tightening the link between market access and domestic buildout decisions.
As New Foreign Inflows Dry Up, China Turns to Reinvestment—and Shanghai Emerges as the Leading Local Test Case
By Ruihan Huang, Director, and Yelin Ma, Analyst
As foreign direct investment into China has fallen to its lowest level in decades, Beijing has sought not only to attract new inflows but also to encourage foreign firms already operating in the country to reinvest their onshore profits and expand their domestic footprint.