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
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
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.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
FCC Bars New Chinese Drones from U.S. Markets: Firms should expect national security reviews to be embedded earlier in authorization and certification processes, raising barriers for foreign-origin hardware, including routers and IoT devices, well before sanctions or enforcement actions occur.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
Federal AI Preemption Raises Litigation as a Compliance Risk: The administration’s turn to DOJ-led challenges and funding leverage signals that court outcomes.
Tech and Trade Strategic Insights: Beyond the Headlines
By 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
By 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.