Markets Finance
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Navigating Energy Investment Themes: Grid Modernization and Industrial Policy in Europe
An analysis of the strategic 'Energy Addition' investment theme, focusing on infrastructure, industrial policy, and the role of AI in shaping Europe's industrial competitiveness and investment landscape.
Navigating the Crossroads: Business Strategy in Europe Amidst AI, Green Transition, and Geopolitical Shifts
An in-depth analysis of the strategic imperatives for European businesses navigating the complex interplay of the Green Deal, Artificial Intelligence integration, and evolving geopolitical dynamics.
China's Next-Generation Industrial Policy: What an 'Industrial Policy of Everything' Means for European Competitiveness
Beijing's shift from targeted sectoral support to an 'industrial policy of everything' is redrawing supply chains and raising hard questions for European industry.
China's Next-Generation Industrial Policy: What a Broader State Playbook Means for European Industry
Beijing's move from sectoral targeting to an 'industrial policy of everything' is deepening supply chain dependence and intensifying competitive pressure on European manufacturing, investment and trade policy.
Global Economic Outlook 2026: Europe's Path to Resilience and Competitiveness
A strategic analysis of Europe's economic prospects in 2026, examining policy shifts, trade realignment, technological competition, and implications for business and investment across the continent.
Emerging Markets: How Local Presence and Deeper Insight Are Reshaping European Investment
A strategic analysis of why European businesses and investors need on-the-ground presence and deeper insight to capture growth in emerging markets, and what this means for Europe's global competitiveness.