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Analysis

Long-form explainers and scenario-based analysis that separate facts, assumptions, and indicators to watch next.

Analysis
Analysis

Asia-Pacific Private Capital Recovery: A New Cycle Amid Liquidity Restoration and Regional Divergence

The latest PitchBook report shows that despite geopolitical and inflationary pressures, the Asia-Pacific private market demonstrated resilience in the first half of 2026, with improved liquidity and a recovery in exit activity, but regional divergence has intensified. In China, local capital deepening deepened, venture capital in Southeast Asia stabilized, and GP-led secondary markets became a key liquidity outlet.

Sofia Martinez3 min read
Analysis

Why is mineral trade under the Belt and Road reshaping the logic of regional growth?

Based on a study covering six Asian economies, this paper analyzes the coupling relationship between mineral resources, cross-border trade, and regional growth from a global macro perspective, and discusses infrastructure, industrial chain restructuring, trade resilience, and the long-term rebalancing of resource-based economies.

Elena Rossi8 min read
Analysis

Why Would China’s Graphite Export Adjustment Exceed Mining Itself: The Repricing of Critical Minerals, Industrial Chains, and Global Division of Labor

A simulation study based on adjustments to China’s graphite exports shows that the impact of critical mineral trade extends beyond direct buyers and spreads along global value chains, reshaping industrial competitiveness, import dependence, and the distribution of added value. This reflects how, in the era of new energy and advanced manufacturing, resource policy is being transformed into an industrial policy and geoeconomic tool.

Sofia Martinez5 min read