[Presentation] China Banking Monitor 2025 - Turbulence in China and Ho...

China’s Banking Sector•        A nominal growth problem: China's real economic growth is on track to meet the 5% growth target this year, even with some deceleration in the second half. And yet, nominal growth has been performing worse than real growth, dropping from 10% a decade ago to around 4% in Q2 2025. This trend is challenging for the banking sector with the increase of assets rising from 281% of GDP in 2019 to 333% of GDP in H1 2025. With financial data from the banking sector, we can an...

China’s rare earths squeeze leaves US dangerously exposed

The recent intensification of US-China trade frictions, marked by China’s expanded export controls on rare earth elements (REEs) announced on October 9, 2025, and President Donald Trump’s subsequent 100% tariff threat on October 10, underscores the deepening mistrust between the world’s two largest economies.China, which controls 85-90% of global rare earth processing capacity, introduced the measures through a series of Ministry of Commerce notices affecting rare earths, processing technologies...

ドイツ：政府は新たな成長の原動力を活性化できるのか

Japan: Takaichi’s political foundation to revive part of Abenomics sha...

Japan’s political landscape is in flux. After Sanae Takaichi was elected as the President of the Liberal Democratic Party (LDP) on October 4th, her nomination as the country’s first female Prime Minister (PM) has been complicated by Komeito’s abrupt exit from the ruling coalition. While Takaichi’s future as the PM is subject to negotiation to form a coalition, her government might end up being short-lived.Takaichi’s conservative ideologies shaped from Abe protégé background signals a revival of ...

China's Rare Earth Gambit and Trump's Tariff Thunder: Why such Escalat...

October started on the wrong foot as far as U.S. China tensions are concerned. The clash intensified with Beijing's far-reaching rare earth element (REE) export controls, a marked upgrade from April's limited restrictions on seven REEs that primarily affected raw exports and were eased through bilateral talks in Geneva and Madrid, allowing U.S. firms to stockpile and diversify via Australia with minimal impact. The new measures, which should become effective on November 8 unless the US and China...