Our Insights
Featured Insights Selected by Our Experts
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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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Trump 2.0
Tholos Talks with The Trade Guys, Hosted by Jake E. Jennings
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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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When Mistakes Need a Manual: China’s Guidance on Acceptable Decision-making
By Deborah Lehr, Basilinna Chair and CEO
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Silicon and Sovereignty: What Trump’s AI Pact Means for the Gulf
Talking Points by the Basilinna Team
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Why Do Culture and Heritage Matter? with Irina Bokova
Tholos Talks with Irina Bokova, Hosted by Deborah Lehr
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Is Xi Jinping Undermining China’s Path to Tech Superiority?
By Deborah Lehr, Chair and CEO
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Making Acquisitions in the Public Affairs Sector: Lessons from Both Sides of the Table
By Leigh Wedell, President and COO
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Trade is No Longer a Way of Opening Up Markets
With Deborah Lehr, Chair and CEO
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From the Middle Kingdom to the Saudi Kingdom: Opportunities Abound
By Yasser Elnaggar, Chair of the Middle East and Africa
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The New Trump Administration: Perspective from China
Talking Points by Gracie Sun, Chair of Asia-Pacific
Explore all of our Insights, Interviews, Commentary, and More
Tech and Trade Strategic Insights: Beyond the Headlines
December 3, 2025 | Jake E. Jennings, Chair of Technology and Trade
U.S. Government AI Consolidation Reshapes Compliance: A unified national AI framework will shift obligations toward federal standards, reducing state-level variability but increasing exposure
Tech and Trade Strategic Insights: Beyond the Headlines
November 18, 2025 | Jake E. Jennings, Chair of Technology and Trade
Executive Trade Authority Takes Center Stage The Supreme Court’s review of IEEPA tariffs creates a planning gap where duties could be unwound even as Section 232 and 301 actions expand, requiring firms to model divergent statutory outcomes and prepare for faster or broader tariff escalation.
Tech and Trade Strategic Insights: Beyond the Headlines
November 3, 2025 | Jake E. Jennings, Chair of Technology and Trade
Xi – Trump Trade Truce The Seoul ‘consensus’ reduces near-term tariff and crucial minerals pressure, but leaves structural technology, energy, and enforcement issues outstanding.
Tech and Trade Strategic Insights: Beyond the Headlines
October 15, 2025 | Jake E. Jennings, Chair of Technology and Trade
U.S. Government Shutdown Complicates Planning: The shutdown halts rulemaking and interagency coordination while essential trade enforcement proceeds, enabling the Administration to
Tech and Trade Strategic Insights: Beyond the Headlines
October 1, 2025 | Jake E. Jennings, Chair of Technology and Trade
AI Data Centers Strain Grid Capacity: Stargate and other billion-dollar campuses announced last week highlight how hyperscale demand is colliding with grid bottlenecks.
Tech and Trade Strategic Insights: Beyond the Headlines
September 16, 2025 | Jake E. Jennings, Chair of Technology and Trade
Antitrust as trade policy response: China's preliminary finding that NVIDIA violated competition rules by adhering to U.S. export controls highlights how multinationals face conflicting legal demands across jurisdictions.
From Blueprint to Reality: China Builds a Free Trade Island for Its Next Ambitious Opening Experiment
September 10, 2025 | Ruihan Huang, Director | Michael Wu, Senior Vice President
In December 2025, China will formally implement the independent customs operation of Hainan Free Trade Port (FTP) (also referred to as “customs closure”), marking a turning point from policy planning to institutional execution.
Cutting Subsidies, Boosting Consumption
August 18, 2025 | Gracie Sun, Chair of Asia-Pacific
In July 2025, China’s National Development and Reform Commission (NDRC) set new provincial renewable energy targets. Since 2018, China has been building a provincial-level green electricity quota system, requiring provinces to consume a portion of renewable energy in their energy mix.
China’s Safeguarding of Cultural Heritage Signals Its Global Ambition
August 14, 2025 | Deborah Lehr, Chair and CEO
China is making its cultural heritage protection a national priority – and a pillar of its global identity. As one of the world’s fastest-growing art markets, China has taken steps in recent years to better safeguard its cultural heritage, both at home and abroad.
Recovery Yet Cautious: China’s IPO Path in 2025
July 23, 2025 | Ruihan Huang, Director
China’s IPO market is showing early signs of recovery after a sharp regulatory-driven slowdown in 2024. While listing activity has picked up in 2025, the era of high-volume IPOs is unlikely to return, as financial regulators shift focus from rapid expansion to long-term value creation.