Insights
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The New World of Trade – How 40 Years of Change Brought Globalisation Without Trust
Making sense of daily trade policy turbulence has become a major challenge. President Trump is just one part of a complex ever-changing picture. Stop the world to catch up is an understandable...
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EU-Indonesia CEPA: Maybe Signed, but Not Yet Sealed
Background The political agreement on the EU-Indonesia Comprehensive Economic Partnership Agreement (CEPA) in July was rushed by political optics, including Trump-era tariffs and pressure to compete...
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A Slow Journey – UK Trade Policy Stocktake September 2025
Publication of a first UK government trade strategy since Brexit was an important step in finally setting out a realistic view of the global economy and the UK's place within that. Positive momentum...
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The EU Should Sign New Trade Agreements to Revive Long-term Economic Growth
Fortunately, recent times have seen senior European leaders giving more support to new trade agreements than we have been used to in the past decade. The ratification process of the EU-Mercosur...
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Redefining India’s Trade Policy for a New Global Era
The global trade environment is presently marked by deep uncertainty and rapid changes. Headlines range from new tariff threats launched under US President Donald Trump to announcements of opaque...
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The Draghi Report Turns One Today. Yet It Is Still More Crawling Than Walking.
At one year old, most babies begin to stand on their own feet. Some walk, others wobble, but all start exploring the world under their own strength. Today, the Draghi report turns one. Yet it remains...
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Can the WTO Weather the Storm?
Initiatives to dismantle/redesign/reform the WTO (delete whichever is inapplicable according to your preference) continue apace. Towards one end of the spectrum, USTR Jamieson Greer writes (in a...
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Real-Geopolitik: The Competitiveness Diagnosis Europe Cannot Ignore
A few days after the publication of a Joint Statement and the details of the EU-US trade deal, European leaders were taken by surprise by another tariff threat coming across the Atlantic. The EU...
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H20 Back in the Chinese Market: Washington’s Calculated Adjustment
By Hao Wu, research assistant at ECIPE Timeline Made with time.graphics NVIDIA’s H20 GPU resumed sales to China as the company announced Washington’s decision on July 15. The unexpected move...
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EU Anguish About the US Trade Deal Is Misplaced
Trump’s tariffs will fail in his objective of transforming trade, particularly if others remain open and resist retaliation. In this context the EU’s deal is fine in the short-term but should...