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Geopolitical Realignments
Section Overview
Highlights
Research & Ratings
Research
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Date
Document Type
Title
Issuer/Entity
19 Jul 2023
Sector In-Depth
Geopolitics – China: Drive toward self-sufficiency in high-tech manufacturing faces some major hurdles
11 May 2023
Sector In-Depth
Trade - Global: Global Trade Monitor - May 2023 (Slides)
13 Feb 2023
Sector Comment
Macroeconomics – Global: Global supply chain stress is easing and likely to continue even amid China's reopening
18 Jan 2023
Sector In-Depth
Trade – Global: US-China and cross-Strait tensions will lead to lasting semiconductor supply chain shifts
01 Dec 2022
Sector In-Depth
Financial Stability – China: Systemic risks would rise if property stress persists and financial buffers weaken further
29 Nov 2022
Sector Comment
Nonfinancial Companies – China: Most companies can manage impact from renminbi weakness against US dollar
14 Nov 2022
Outlook
Sovereigns – Global: 2023 credit outlook is negative as high prices, slow growth intensify social risks
19 Jul 2022
Sector In-Depth
Government Policy – Asia-Pacific: Policy response to food shocks will have lasting effects on sovereigns, companies
11 Apr 2022
Sector Comment
Coal Mining – Global: High prices drive earnings but would hit affordability and demand if sustained
07 Feb 2022
Sector In-Depth
Trade – Global: Global Trade Monitor – February 2022 (Slides)
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