Why have European companies lost their mojo in China?

The recent EU-China summit, held on the 50th anniversary of diplomatic relations between the two regions, marked a significant moment in a long and complex partnership. Beyond the diplomatic fanfare lies a sobering reality for European and other foreign companies operating in China, one that demands a fundamental rethink of businesses’ strategies and expectations.In a recent Working Paper, Théo Storella, Jianwei Xu and I use first-hand insights from the European Chamber Business Survey (conducted annually between 2017 and 2025) to shed light on the shifting landscape European businesses face i...

大統領の圧力の下、弱い雇用統計を受け、Fed は引き続き危険な状況にある

Trump’s tariff flood on Asia’s supply chains: From China+1 to Asia+1?