新聞, 經濟分析 及洞察

商業風險儀錶板

探索科法斯全面的風險儀表板,為 160 個國家和 13 個產業部門提供深入的風險評估,以做出策略決策

新聞與媒體

集團新聞

解決方案

經濟報告

  • #經濟報告

    Tech wars: US-China rivalry for electronics out to 2035

    The US-China tech rivalry has reshaped the global electronics sector, with both countries competing for technological dominance. This article explores the long-term implications of this competition, focusing on trade disruptions, innovation, and future industry trends.

  • #經濟報告

    Made in China: How China can deal with its industrial overcapacity

    China has the capacity to produce more than it does, that this is not new, but that this time it applies to a wide range of sectors. Each solution to this imbalance has its drawbacks: boosting domestic markets, but Chinese consumers lack confidence; improving quality, but it is already high; exporting, but tariffs are increasing... and not only in the US. These difficulties call for greater Chinese investment worldwide.

專家建議

  • #專家建議

    已開發經濟體的優勢能否持續?

    人口老化、生產力成長趨緩、能源轉型、技術競爭——已開發經濟體正面臨諸多複雜挑戰。為應對這些變化,產業政策再次成為焦點,促進競爭。然而,當不同國家的政策步調不一致時,可能會引發競逐效應,導致經濟體之間出現贏家與輸家。

  • #專家建議

    支離破碎的全球化:分崩離析,重塑地緣政治格局

    隨著國際衝突持續,全球治理失靈,國際緊張局勢日益加劇。川普可能連任下屆總統,面對這一全新局勢,在我們最近的國家/地區風險研討會上,三位專家對國際關係演變、全球地緣政治的重新配置及其對企業戰略的影響進行了分析。