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Begin New Search Topic Geopolitics Content Type Special Report Publication Year within 10 Years

41. Investors beware: Europe’s top firms are highly exposed to China

Author:
Ties Dams and Xiaoxue Martin
Publication Date:
04-2022
Content Type:
Special Report
Institution:
Clingendael Netherlands Institute of International Relations
Abstract:
Europe’s top firms are highly exposed to China, and therefore to China-related geopolitical risk. This risk is only set to increase in the coming years, as geopolitical tensions between China, the US and the EU are not expected to decrease. Moreover, case studies of LVMH, HSBC, ASML and BMW show that some of Europe’s biggest listed firms could and should offer investors more transparency on their risk-management strategies. Intelligence on China and geopolitical risk exposure is key for investors, and investors that get ahead of the curve may have the edge in the long term. This report is aimed at investors in Europe’s biggest listed firms. It argues that investors have a growing need for transparency amongst European biggest companies with regard to their strategies in dealing with China-related geopolitical risk. Even investors without direct interests in China are or will be affected by China-related geopolitical risk due to the various forms of exposure of companies in the European home market. This means that investors may be increasingly exposed to the risks linked to great power competition, without having the knowledge necessary to anticipate geopolitical changes. As geopolitical tensions between China, the US and the EU are not expected to decrease, investors would be wise to seek greater transparency about European companies’ exposure to the Chinese market – and indeed get ahead of the curve and gain a competitive advantage by investing in those firms that have forward-looking geopolitical strategies in place. This report aims to put this point on investors’ strategic agenda by making the following three points: Europe’s top firms are highly exposed to China. China-related geopolitical risk is spreading. Case studies suggest that Europe’s top firms may not be sufficiently transparent about geopolitical risk management.
Topic:
Geopolitics, Business, Investment, and Risk
Political Geography:
China and Europe

42. The Geopolitics of Digital Technology Innovation: Assessing Strengths and Challenges of Germany’s Innovation Ecosystem

Author:
Tyson Barker and David Hagebölling
Publication Date:
08-2022
Content Type:
Special Report
Institution:
German Council on Foreign Relations (DGAP)
Abstract:
The COVID-era public and private investment influx into Germany’s digital technology R&D is reversing amid inflation, fiscal consolidation, and geopolitical pressures coming from the Zeitenwende. Germany’s future in an EU that is among the top-tier technology powers requires a profound and rapid transition of the country’s R&D strengths into data-intensive, systems-centric areas of IoT and deep technology that are linked to the domestic manufacturing base. New policy approaches in three areas – money, markets, and minds – are needed. New technologies such as robotics, artificial intelligence (AI), advanced material science, biotech, and quantum computing tend to have broad general-purpose applications. But uncoordinated funding vehicles, universities’ civil clauses, and restrictive visa and onboarding guidelines for skilled foreign workers slow innovation in these sectors and hamper German geo-technological competitiveness. In the mid-term, Germany could look at a scheme to bundle the Future Fund together with new institutional investment in a sort of embryonic German Sovereign Wealth Fund, with a proportion of funding specifically geared toward strategically important VC endeavors.
Topic:
Science and Technology, Geopolitics, Innovation, and Digitization
Political Geography:
Europe and Germany

43. From Strategic Ambiguity to Strategic Clarity? The Dynamics of South Korea’s Navigation of US-China Competition

Author:
Clint Work
Publication Date:
07-2022
Content Type:
Special Report
Institution:
East-West Center
Abstract:
Dr. Clint Work, Nonresident Fellow with the Henry L. Stimson Center's 38 North Program, explains that while President Yoon has made it clear that he will opt for strategic clarity amidst a growing US-China rivalry, he must navigate the challenges all previous ROK presidents have faced in dealing with Beijing
Topic:
Foreign Policy, Geopolitics, Strategic Competition, and Rivalry
Political Geography:
China, Asia, South Korea, North America, and United States of America

44. EU - Pacific talks: EU - ASEAN relations: For better and for worse

Author:
Europeum
Publication Date:
11-2022
Content Type:
Special Report
Institution:
Europeum Institute for European Policy
Abstract:
If you missed the debate EU - Pacific talks: EU - ASEAN relations: for better and for worse, you can read the report from the debate written by Šárka Váchalová. During the debate these questions were discussed: As tensions with authoritarian powers such as Russia and China amplify, how can the EU and ASEAN partnership remain strong moving forward? What are the areas that the two regions can strengthen given the ongoing geopolitical tug of war?
Topic:
European Union, Geopolitics, ASEAN, and Dialogue
Political Geography:
Russia, China, and Europe

45. Russia and Turkey Deconflict Their Geopolitical Moves in the Caucasus

Author:
Pavel K. Baev
Publication Date:
01-2021
Content Type:
Special Report
Institution:
Georgetown Journal of International Affairs
Abstract:
The recent incidence of war in the Caucasus has shown that, when facing deep domestic troubles, Russia and Turkey demonstrate strikingly different patterns of international behavior. While Russia has become more cautious in responding to external challenges, Turkey has embarked on several power-projecting enterprises. Its forceful interference in the long-smoldering conflict around Nagorno-Karabakh took Russia by surprise and effectively secured a military victory for Azerbaijan. Moscow has assumed the main responsibility for terminating hostilities by deploying a peacekeeping force, but its capacity for managing the war zone and its commitment to deconflicting tensions with Turkey remain uncertain. The United States and the European Union have few levers for influencing this interplay of clashing agendas of local actors and regional powers and fewer reasons to trust Russian and Turkish leaders to put peacebuilding ahead of their ambitions.
Topic:
Security, War, Geopolitics, Grand Strategy, and Conflict
Political Geography:
Russia, Eurasia, Turkey, Caucasus, and Middle East

46. Supercharged: The EuroAsia Interconnector and Israel’s Pursuit of Energy Interdependence

Author:
Gabriel Mitchell
Publication Date:
02-2021
Content Type:
Special Report
Institution:
Mitvim: The Israeli Institute for Regional Foreign Policies
Abstract:
Contemporary analysis of Eastern Mediterranean geopolitics tends to focus on the discovery of offshore hydrocarbons, and how a desire to maximize commercial profits has spurred a realignment of regional interests. There is similar emphasis on how this realignment pushed some Eastern Mediterranean states into conflict with one another over maritime boundaries and drilling rights. But while natural gas pipelines may dominate political and analytical discourse, there are other infrastructure projects that deserve attention and shed further light on the region’s evolution and Israel’s role in this transitionary period. One example to support this claim is the EuroAsia Interconnector, an ambitious infrastructure project that intends to connect the European electrical grid via undersea cable from Greece to Cyprus, and Israel. Few in Israel are familiar with the interconnector. Unlike the much-publicized EastMed pipeline, the interconnector garners little attention. Ironically, there is a greater chance that the interconnector – whose cable would run along a similar route as the EastMed pipeline – will successfully link Israel and Europe in the Eastern Mediterranean, and not the more recognizable natural gas project.
Topic:
Regional Cooperation, Geopolitics, and Gas
Political Geography:
Europe, Middle East, Israel, Asia, Palestine, and Mediterranean

47. The Pandemic in the Balkans: Geopolitics and Democracy at Stake

Author:
Giorgio Fruscione, Michael L. Giffoni, Gentiola Madhi, Chiara Milan, Jovana Marovic, Giorgio Fruscione, and Nikolaos Tzifakis
Publication Date:
04-2021
Content Type:
Special Report
Institution:
Italian Institute for International Political Studies (ISPI)
Abstract:
One year after it landed in Europe, the Covid-19 pandemic has left a deep mark on the Western Balkans. On the one hand, it has exacerbated geopolitical dynamics that had been ongoing for decades, especially with regards to the activity of external actors. And while the EU has continued to be inconclusive, proceeding at a snail’s pace with its carrot-and-stick approach, China has seized on the opportunity and expanded its footprint. On the other hand, the pandemic has had deep consequences on domestic politics, too. The two keywords explaining local trends are continuity and new hopes. They are both shaping the speed and direction of democratic transitions or consolidations, which remain far from complete. How has the geopolitical competition among big powers evolved in the Balkans over the last year? What have been the effects of the pandemic on local democratic standards? Is there room for new hopes in terms of regime change and citizen participation?
Topic:
Democracy, Geopolitics, Domestic Politics, and COVID-19
Political Geography:
Eastern Europe and Balkans

48. Mapping China's Tech Giants: Reining in China’s technology giants

Author:
Fergus Ryan, Audrey Fritz, and Daria Impiombato
Publication Date:
06-2021
Content Type:
Special Report
Institution:
Australian Strategic Policy Institute (ASPI)
Abstract:
Since the launch of ASPI ICPC’s Mapping China’s Technology Giants project in April 2019, the Chinese technology companies we canvassed have gone through a tumultuous period. While most were buoyed by the global Covid-19 pandemic, which stimulated demand for technology services around the world, many were buffeted by an unprecedented onslaught of sanctions from abroad, before being engulfed in a regulatory storm at home. The environment in which the Chinese tech companies are operating has changed radically, as the pandemic sensitised multiple governments, multilateral groups and companies to their own critical supply-chain vulnerabilities. The lessons about national resilience learned from the pandemic are now being applied in many sectors, including the technology sector, where a trend towards decoupling China and the West was already well underway. As the geopolitical rivalry between the US and China has heightened, both sides increasingly see any reliance on the other for strategic commodities, such as rare-earth minerals and semiconductors, as dangerous vulnerabilities.
Topic:
Science and Technology, Bilateral Relations, Geopolitics, COVID-19, and Supply Chains
Political Geography:
China and Australia

49. North of 26 degrees south and the security of Australia: Views from The Strategist Volume 3

Author:
John Coyne and Teagan Westendorf
Publication Date:
05-2021
Content Type:
Special Report
Institution:
Australian Strategic Policy Institute (ASPI)
Abstract:
The Northern Australia Strategic Policy Centre’s latest report, North of 26° South and the Security of Australia Volume 3’, is an all-new series of articles by a range of authors exploring the continued importance of Northern Australia to national security and defence strategy. This Volume’s contributions were written over a year in which increased strategic uncertainty and an unprecedented global pandemic have collectively generated an interest in revisiting old policy assumptions. Right from the start, it was clear that we need to think of the north as the middle of the region, rather than the edge of Australia, and reflect that critical role in Australia’s political, military and economic strategies moving forward. The economic, social and geopolitical effects of Covid-19 have presented opportunities for a radical a rethinking of nation-building in the north, and collaboration between the public and private sectors to support it. The rise of Chinese influence in the region and globally has changed Australia’s role in the Indo-Pacific and the strategic significance of Australia’s defence capabilities and alliances to the broader international community. The pandemic response and geopolitical tensions have highlighted supply-chain resilience as a key area of capability uplift for Australia, making the north significant both as the key trade hub with region and a source of natural resource exports. The report builds on the previous Volumes of North of 26° South by broadening the breadth and depth of its contributions northern Australia strategic policy. This report provides much needed contemporary analysis and the criticality of the North to Australia’s national security and defence.
Topic:
Security, Defense Policy, Geopolitics, and COVID-19
Political Geography:
Australia

50. The Russian Northern Fleet – Extended Status and Geopolitical Ambitions

Author:
Giorgi Surmava
Publication Date:
01-2021
Content Type:
Special Report
Institution:
Georgian Foundation for Strategic International Studies -GFSIS
Abstract:
On December 21, 2020, by Decree #803 of the President of the Russian Federation, the Northern Fleet became the only one throughout the history of Russia to have the authority of a military district. In particular, the decree states that in order to ensure the integrity and inviolability of the territory of the Russian Federation, the Northern Fleet should be considered a strategic-territorial interdisciplinary union of the Armed Forces of the Russian Federation which has the tasks of a military district. The Northern Fleet is responsible for the largest territorial zone of Russia. This territory is mostly an ice desert which has strategic importance for Russia. It runs along the North Sea Route which is 7,300 nautical miles from Yokohama to Rotterdam (11,200 nautical miles through the Indian Ocean). In addition, this territory contains a large supply of hydrocarbons and other mineral or marine resources. The shorter lines between the US and Russian strategic missiles and their intended targets also pass through this area.
Topic:
Natural Resources, Military Affairs, Geopolitics, and Navy
Political Geography:
Russia, Eurasia, and Georgia