China

picsum id: 693

The Pipeline Pivot: How China Used the Ukraine War to Rewrite the Terms of Russia’s Energy Relationship in Its Favour

Expert Comment — Eurasia Programme 2026-05-18 TBefore February 2022, Russia was the senior energy partner in its relationship with China. Russia’s vast natural gas reserves, its established infrastructure connecting Siberian fields to Chinese markets, and its experience as a global energy supplier gave it leverage in negotiations. The Power of Siberia pipeline, which began operations […]

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picsum id: 130

The Talent Wall: Why India’s $10 Billion Semiconductor Incentives Cannot Solve the Shortage of 50,000 Qualified Chip Engineers

Expert Comment — South Asia Programme 2026-03-10 TIndia’s semiconductor ambitions have captured the imagination of policymakers and investors alike. The India Semiconductor Mission, launched in 2022 with $10 billion in incentives, has attracted investment commitments from major global chip companies. Micron Technology is building a $2.75 billion semiconductor assembly and test facility in Gujarat. The

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picsum id: 845

The Unfinished Unwinding: Why China’s Property Crisis Will Define Its Economic Trajectory for the Rest of the Decade

Expert Comment — East Asia Programme 9 March 2026 China’s property crisis is not a financial event. It is a structural transformation that is reshaping the economic model that has driven Chinese growth for two decades. The collapse of Evergrande in late 2021 was not the beginning of the crisis but a symptom of a

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picsum id: 84

Italy’s Political Economy: Between Fiscal Constraints and Reform Imperatives

Expert Comment — Europe Programme 5 February 2026 Italy has long been Europe’s most enigmatic major economy — a country with immense potential constrained by structural weaknesses, political instability and the highest public debt in the eurozone after Greece. In 2026, Italy faces a familiar set of challenges but in a new and more difficult

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picsum id: 778

France’s Defence Transformation: European Strategic Autonomy and the Test of Credibility

Expert Comment — Europe Programme 15 January 2026 France has long been the most vocal advocate of European “strategic autonomy” — the idea that Europe must develop the capacity to defend itself independent of the United States. Under President Macron, this concept has moved from a fringe aspiration to a central pillar of French and

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Scenic view of Kiyomizu-dera Temple with cherry blossoms in Kyoto, Japan, capturing traditional Japanese architecture at twilight.

Beyond the Yoshida Doctrine: The Rise of Unapologetic Conservatism in Japan

Introduction: The Ideological Heir Sanae Takaichi is not merely a high-ranking official in Japan’s Liberal Democratic Party (LDP); she is the standard-bearer for the rigorous, unapologetic conservatism formerly led by the late Prime Minister Shinzo Abe. While she currently serves as a powerful figure within the party rather than the Prime Minister, her “Takaichi Doctrine”

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Colorful lantern festival in Taiwan with lively crowds and traditional decorations.

The Pragmatic Guardian: Continuity and Innovation in Taiwan’s Struggle for Survival

Introduction: Continuity with Steel President Lai Ching-te (William Lai) assumed office during one of the most perilous moments in the history of the Taiwan Strait. His diplomatic strategy is a sophisticated evolution of his predecessor Tsai Ing-wen’s approach. However, while Tsai was viewed as a cautious academic, Lai brings the background of a fervent activist

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