De-risking • Table.Briefings

January 28th, 2026

Indonesia: Funding anchored for a semiconductor ecosystem

The new program running through 2029 is intended to build targeted chip design capabilities and create research and prototyping infrastructure.

By Marcel Grzanna

Talk of the Town | Free trade agreement

January 26th, 2026

India: Why China fears Delhi’s free trade deal with the EU

Right on schedule for the start of the EU-India summit, the European Commission and the Indian government have agreed on a free trade agreement. Beijing is on alert: economic losses, European resilience and India’s move up the value chain are all fueling China’s concerns.

By Marcel Grzanna

Thema des Tages | Freihandelsabkommen

January 26th, 2026

Indien: Weshalb China Delhis Freihandel mit der EU fürchtet

Pünktlich zum Start des EU-Indien-Gipfels haben sich die EU-Kommission und die indische Regierung auf ein Freihandelsabkommen geeinigt. Peking ist in Alarmbereitschaft: Wirtschaftliche Einbußen, europäische Resilienz und Indiens Aufstieg in der Wertschöpfung bereiten China Sorgen.

By Marcel Grzanna and János Allenbach-Ammann

News | De-risking

January 13th, 2026

Vietnam: Google seeks to relocate smartphone production

Google wants to relocate one of the most difficult production steps for its smartphones to Vietnam this year. It would be a milestone for the diversification of supply chains.

By Redaktion Table

News | Rare earths

October 29th, 2025

High technology: Merz calls for less dependence on China and the USA

Chancellor Merz calls for more technological sovereignty for Germany and Europe. We must “not allow the USA and China to determine the technological future alone.”

By Leonardo Pape

Feature | Vietnam

September 28th, 2025

China alternative: Why Vietnam is at a crossroads

Vietnam is attracting investors with free trade agreements and growing economic power. But dilapidated networks, a lack of space and high logistics costs are slowing down the upturn. Can the country keep its promise as an "alternative to China"?

By Marcel Grzanna

Analyse | Vietnam

September 28th, 2025

China-Alternative: Weshalb Vietnam am Scheideweg steht

Vietnam lockt Investoren mit Freihandelsabkommen und wachsender Wirtschaftskraft. Doch marode Netze, fehlende Flächen und hohe Logistikkosten bremsen den Aufschwung. Kann das Land sein Versprechen als „China-Alternative“ halten?

By Marcel Grzanna

Feature | Automotive

September 10th, 2025

De-risking: where political will collides with industrial reality

The German government wants less China, but the German economy cannot do without it. While Berlin declares "de-risking" to be a strategic goal, many companies are unwaveringly holding on to their close supply chains to the People's Republic.

By Marcel Grzanna