3 June, 2022
written by: Dragoman Digest
We examine the rebalancing of VC funds to India and Southeast Asia, the consequences of Beijing's tech crackdown, the expansion of offshore wind power in the North Sea, Indonesia's subsidy programme, and China's shift to public-private partnerships in its lending practices in Africa.
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27 May, 2022
written by: Dragoman Digest
We examine a leaked Chinese Communist Party Directive, the consequences of China's poor emissions data, Japan's US$155 billion investment in a decarbonisation fund, bipartisan support in the US for tighter screening of outbound investments, and Lebanon's parliamentary election.
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20 May, 2022
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We examine BlackRock's shift in climate voting strategy, the G7 expansion of its energy transition partnership support, the impact of China's lockdown on critical medical goods, the halt of India's wheat exports, and the rumours circulating Nguyen Phu Trong.
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13 May, 2022
written by: Dragoman Digest
We examine the US' review of tariffs on China amid soaring inflation, Kishida's new economic security bill, Vietnam's pivot to LNG, the import delays hurting the US' solar sector, and the ISSB's prototype disclosure frameworks.
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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.
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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.
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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17 June, 2022
written by: Dragoman Digest
We examine Russia's encroachment on Iran's market share of gas exports, Japan's methods of boosting its decarbonisation and digital agenda, alternative battery technologies, efforts to move grain by ship in the Black Sea, and China's new 'low-carbon transition' bonds.
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