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Follow the Digital Silk Road

Partner PerspectivesAug 16, 2019 | 10:00 GMT

Beyond 5G networks like the one Huawei is helping build in Cambodia with partner Smart Axiata, Chinese companies are aggressively building cloud computing and ecommerce businesses to serve markets in Southeast Asia.

China’s tech prowess offers business opportunities – but also security concerns – for Southeast Asian nations. So how will the United States respond?

Japan, South Korea: Tokyo Grants 1st Export License to South Korea Since Adding Trade Restrictions

Vietnam

SITUATION REPORTAug 8, 2019 | 19:26 GMT

The Japanese Ministry of Industry has issued an export license for one of three sensitive chemicals to a South Korean company for the first time since Japan put export restrictions on these products in early July, The Japan Times reported Aug. 8.

Japan

South Korea

A Japanese Awakening

The Weekly Rundown: A Net for Currency Manipulators, May's Own Brexit and a New Level for U.S.-China Talks

GuidanceMay 25, 2019 | 18:56 GMT

British Prime Minister Theresa May announces her resignation, effective June 7, 2019, outside 10 Downing Street in London on May 24, 2019.

A review of the world's most pressing geopolitical events and insight into what the coming week will bring.

Middle East and North Africa

South Asia

AssessmentsMay 23, 2019 | 09:30 GMT

What Does the New Qualcomm Ruling Mean for 5G and the U.S.-China Tech War?

The U.S. Federal Trade Commission says Qualcomm is violating antitrust laws with its sales and licensing of 5G technology. A federal judge agrees. Does the ruling shoot the U.S. in its own foot when it comes to competition with China?

The U.S. and the Balance of Power

Technology

The 4th Industrial Revolution

The Weekly Rundown: Belt and Road Forum, Signs of U.S. Change in Libya and Burying a South American Bloc

GuidanceApr 20, 2019 | 17:13 GMT

Chinese Foreign Minister Wang Yi, front center, stands with other delegates for a group photo before the Belt and Road Forum on Legal Cooperation began in Beijing on July 2, 2018.

A review of the world's most pressing geopolitical events and insight into what the coming week will bring.

Middle East and North Africa

South Asia

AssessmentsApr 17, 2019 | 22:59 GMT

Qualcomm and Apple recently announced a worldwide legal settlement -- effectively ending the various royalty and patent disputes between the two U.S. tech giants.

Qualcomm Ends Its Fight With Apple, but an Antitrust Threat Still Looms

Apple and Qualcomm might have settled their score, but a pending lawsuit from the U.S. Federal Trade Commission could still threaten U.S. dominance in the tech sector.

GuidanceApr 13, 2019 | 18:33 GMT

A Qualcomm office building in San Jose, California, pictured on Nov. 1, 2017.

The Weekly Rundown: Apple-Qualcomm Trial, U.S. Trade With Japan and the EU, and Changes in Algeria and Sudan

A review of the world's most pressing geopolitical events and insight into what the coming week will bring.

AssessmentsMar 29, 2019 | 09:00 GMT

A Samsung silicon wafer is displayed on March 23, 2011, in San Jose, California.

As the U.S.-China Tech War Rages on, the Electronics Industry Braces for Impact

The semiconductor sector is in the midst of a seismic transformation, as Moore’s law slows down and the competition between its two largest markets heats up.

The 4th Industrial Revolution

North Korea, U.S.: Kim, Trump Arrive in Hanoi for Second Summit

SITUATION REPORTFeb 26, 2019 | 16:09 GMT

U.S. President Donald Trump and North Korean leader Kim Jong Un have arrived in Hanoi for a second meeting after the pair's first summit in Singapore in June 2018, Bloomberg reported Feb. 26.

The U.S. and the Balance of Power

North Korea

Vietnam

Coping With a Nuclear North Korea

Southeast Asia: Burdened by Consensus

SnapshotsJan 7, 2019 | 21:05 GMT

China: Huawei Targets the Server Market With Its New Chip

The new CPU and servers highlight Beijing's drive to counter Western pressure and to create domestic tech alternatives.

The 4th Industrial Revolution

Technology

What the Arrest of Huawei's CFO Means for the U.S.-China Trade War

GuidanceDec 6, 2018 | 19:32 GMT

A woman uses her mobile phone in front of an LED display board for Huawei at the Beijing International Consumer Electronics Expo in Beijing.

The arrest of Huawei CFO Meng Wanzhou for suspected sanctions violations at Washington's request complicates Beijing's ability to engage in trade talks, given the company's critical importance to the Chinese economy.

The U.S. and the Balance of Power

Technology

China Looks at U.S. Tech-Limiting Measures and Sees Gunboat Diplomacy

On SecurityNov 20, 2018 | 10:00 GMT

John Demers, U.S. assistant attorney general for national security, speaks in Washington, D.C., on Nov. 1.

The U.S. actions targeting its tech industry conjure memories of the Opium Wars for Beijing. To prevent history from repeating, China's leaders will redouble efforts to acquire high-end technology as quickly as possible.

Agriculture

Echoes of the Cold War

How the Globalization of Mexican Business Helped Spread Crime

On SecurityOct 23, 2018 | 05:30 GMT

A Mexican Army expert in protective gear displays crystal meth paste at a clandestine laboratory near la Rumorosa town in Tecate, Baja California state, Mexico on Aug. 28.

Mexico's burgeoning economy has enabled criminal elements to grow in symbiosis, utilizing the country's transport infrastructure to expand volume. But the tendrils of organized crime are now damaging the host.

Mexico

The U.S.-China Battle Complicates Vietnam's Economic Ambitions

Supply Chains

The Importance of Mexico

North America Unrivaled

Globalization

AssessmentsOct 22, 2018 | 10:00 GMT

A farmer works in a rice field on the outskirts of the central Vietnamese city of Hue on Jan. 17.

Hanoi is eager to attract higher-end investment, but doing so won't be easy as Beijing and Washington cross swords on Vietnam's doorstep.

Vietnam

Economics

Southeast Asia: Burdened by Consensus

AssessmentsOct 8, 2018 | 09:00 GMT

A worker assembles a vehicle in a Hyundai plant in China's Hebei province. South Korean automakers have increased their manufacturing capacity in China to A significant proportion of South Korea's auto manufacturing capacity in China to 2.1 million vehicles annually.

U.S. Auto Tariffs Would Deliver a Particularly Painful Sting to South Korea

Its vehicle manufacturers rely on exports, and the United States is by far their most important market. But satisfying White House trade demands won't be easy for Seoul.

The Global Impact of Trump's Auto Tariffs

AssessmentsJul 5, 2018 | 09:00 GMT

As it makes changes to its economy, China is intent on ensuring greater control over the entire supply chain for lithium-ion batteries for years to come.

How China Is Muscling In on Lithium-Ion Batteries

China is bullish about ensuring control over the entire supply chain for lithium-ion batteries for years to come –- and even major shifts in technology might not dislodge Beijing from its pride of place.

Energy