investments
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Vietnam’s Semiconductor Strategy: Between Opportunity and Strategic Constraint
Guest Article by Léane Noirot Vietnam is pushing to move up the semiconductor value chain from assembly into chip design and fabrication, backed by national strategy and rising foreign investment. Its success will depend on managing infrastructure, capital, and geopolitical pressures amid intensifying US–China competition. Vietnam has entered a decisive phase…
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Reassessing Market Commitments: Foreign Firms Exit China Amid Mounting Political and Economic Uncertainty
Foreign direct investment (FDI) was a cornerstone of China’s rapid economic ascent over the past five decades, but recent years have seen a sharp decline. While sluggish post-COVID recovery is often cited as the primary cause, equally important are the Chinese government’s assertive domestic and foreign policies. Artificially subsidized local…



