6 May, 2022

written by: Dragoman Digest

We examine the potential consequences of China's export control regulations, Kishida's move to bolster Japan's start-up sector, lithium shortages threatening to stall EV supply, US' plan to restrict Beijing's access to chip-making tools, and the hardships faced by companies divesting from Russia. Download commentary

22 April, 2022

written by: Dragoman Digest

We examine increasing US support for Australia's critical minerals sector, China's build-out of its renewables capacity for 2022, Vietnam's anti-corruption campaign, Macron and Le Pen's vision for France's energy mix, and investments announced by Indonesia's sovereign wealth fund.

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14 April, 2022

written by: Dragoman Digest

We examine China's massive infrastructure investment outlay, Biden's use of the Defense Production Act, the EU's move to expand sustainability reporting requirements, doubts clouding the US' Indo-Pacific Economic Framework, and the sharp drop in overseas holdings of Chinese bonds.
 

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8 April, 2022

written by: Dragoman Digest

We examine Japan's decision to stay in Russian oil and gas projects, the postponement of Indonesia's carbon tax, ambiguity in President Xi's pledge to green China's Belt and Road Initiative, implications of the new Australia-India free agreement, and the rising cost of battery storage systems.

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1 April, 2022

written by: Dragoman Digest

We examine the SEC's new draft mandatory climate-risk disclosure regime, relaxation of the Philippine's foreign investment rules, Volkswagen's move to reduce its reliance on China, and the meeting of Japan, Australia and India as part of the Supply Chain Resilience Initiative (SCRI).

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25 March, 2022

written by: Dragoman Digest

We examine Russia's attendance of Indonesia's G20, Saudi's move to price oil sales in Chinese yuan, Japan's efforts to gain a competitive edge in 6G, Guinea's Simandou mine, increased capital requirements for supply chain managers, and the result of presidential primaries in Colombia.

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18 March, 2022

written by: Dragoman Digest

We examine the impact of China's current zero-COVID policy, Russia's developments in Sudan, the UK's plan to diversify its energy supply, South Korea's new president elect, and the unorthodox steps companies are taking to mitigate supply chain disruptions.

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11 March, 2022

written by: Dragoman Digest

We examine China's 2022 GDP target, the implications of rising commodity prices for chip and EV manufacturers, changes to the Australia's carbon offset scheme, rising inflation in Turkey and its effect on President Erdogan's electoral fortunes, and Huawei's pivot to renewable energy projects.

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4 March, 2022

written by: Dragoman Digest

We examine China's changing stance on Ukraine, energy in the West's sanctions regime, India's new green hydrogen strategy, China's demographic issues and proposed solutions, and the results of the UN's General Assembly resolution to condemn Russia's invasion of Ukraine.

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25 February, 2022

written by: Dragoman Digest

We examine Indonesia's recent investment into its military capabilities, changes to road regulations in the EU for low-emission vehicles, renewable energy procurement challenges in Southeast Asia, another theatre for China-US rivalry, and political ructions in Kuwait.

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18 February, 2022

written by: Dragoman Digest

We examine the revision of China's ambitious steel emissions reduction targets, Japan's aging infrastructure problem, Chile's resource sector, President Biden's Critical and Emerging Technologies list and India's carbon sink goal.

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11 February, 2022

written by: Dragoman Digest

We examine China's increased investment in the Middle East and Africa, electricity reform in Mexico, the EU's chip investment plan, and Vietnam's first private sector pension fund.

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4 February, 2022

written by: Dragoman Digest

We examine Indonesia's plans to ban the export of several unprocessed minerals, the withdrawal of energy supermajors from contracts in Myanmar, an opposition faction in China, economic degradation in Kabul and the EU's multilateral development bank misalignment with its pro-democracy mandate. 

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28 January, 2022

written by: Dragoman Digest

We examine the EU's proposed green investment taxonomy, Indonesia's latest SOE restructuring, the implications of growth in cryptocurrency investment in developing countries, and China's COVID-zero policy requirements within its upcoming Winter Olympics.

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21 January, 2022

written by: Dragoman Digest

We examine China's regulation of venture capital funding, China's record number of small business closures, and Japan's proposed subsidy program.

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