Tag: innovation

Fábricas ociosas y existencias de inventario excedentes en medio de disputas comerciales.

Globalization

How Innovation Competition is Fueling Global Overcapacity

The competition for innovation exacerbates the global overcapacity in manufacturing, with China leading the market and creating imbalances. The excess of cheap goods generates trade tensions, especially between China and the US. This affects advanced economies such as the US and the EU, and industrial policies can exacerbate the problem with excessive subsidies.

August 18, 2025

Circuitos interconectados, chips de inteligencia artificial y centros de datos en la red de energía.

Environment

Interconnected Frontiers: Energy, AI, and the US-China Competition

The competition between the United States and China in AI technology and energy generates political tensions and competitiveness. The energy demand of AI systems poses security and competitiveness challenges. The future depends on managing technological investments in energy production and AI, recognizing their interdependence.

August 11, 2025

La gráfica muestra una disminución en la confianza empresarial en China, los líderes parecen preocupados.

Globalization

Why Are European Companies Struggling in China?

European companies are losing interest in China due to local competition, regulation, and geopolitical factors, despite the opportunities it offers. The situation calls for a review of business strategies.

August 5, 2025