Ahmad Rozali reports on supply chain optimization and the evolving shipping landscape in Southeast Asia. He focuses on logistics infrastructure and global transit technology.
In-depth analysis of the structural challenges facing the current global trading system, from the rise of protectionism to resilience driven by regional trade agreements, exploring the strategies and policy directions of emerging market economies in supply chain restructuring.
In-depth analysis of China's transition from decentralized policy experiments to top-down centralized control, studying the structural impact of this transition on industrial choices, policy effectiveness, and economic costs, and revealing the potential trade-offs between growth and control.
In-depth analysis of how Artificial Intelligence (AI), blockchain, and the Internet of Things (IoT) are bringing about fundamental changes in resilience, efficiency, and sustainability for global supply chains through data-driven decision-making and enhanced transparency. Explore how these technologies guide businesses in responding to geopolitical and environmental challenges.
Analyze the core issues of the European Commission's 2026 Trade Policy Day, exploring how the EU can enhance economic security and strategic autonomy through trade agreements and policies amidst conflict, uncertainty, and unilateralism.
In-depth analysis of the impact of current global trade data on supply chain restructuring, focusing on the flow of commodities, regional trade agreements on reshaping international logistics networks, and supply chain security strategies under the geopolitical background.
In-depth analysis of the trend in China's policy-making process, shifting from a bottom-up experimental model to a top-down centralized control. Analyze how this shift affects policy effectiveness, economic costs, and industrial choices, and reveal China's strategic trade-offs in reshaping the global economic structure.
Exploring how AI tools like AlphaSense can surpass traditional data mining by integrating structured and unstructured information to provide real-time, in-depth strategic insights for businesses in complex and volatile global supply chains and trade environments, driving more precise decision-making.
Starting from the concept of “higher-probability commodity trading,” re-examine how global supply chain restructuring, changes in shipping networks, and geopolitical trade risks change the probability of success in commodity trading, rather than merely changing price direction.
UNCTAD’s latest report shows that indirect services trade has already reached one third of the total value of global goods trade, while developed economies, developing economies and least developed countries display a three-tier structure of one third, 27% and 13% in the services input intensity of industrial exports. The real bottleneck in services trade is shifting from market access to statistical capacity and data governance.
In the first half of 2026, global merchandise trade is estimated to have reached $13.7 trillion, a year-on-year increase of 12.5%. This article provides an in-depth analysis of how price pressures are affecting global supply chains, logistics networks, and trade policies, as well as how globalization is entering a new phase of restructuring.
Global trade is being repriced by energy geopolitics. Based on the executive summary of McKinsey's June 2026 "Global Economics Intelligence" report, this article analyzes the underlying changes in the current global economy from the perspectives of supply chains, shipping, manufacturing, central bank policy, and consumption divergence.
Based on the latest World Bank research, this article analyzes the resilience of global trade amid protectionism and geopolitical shocks, exploring the shifting roles of emerging market economies, the revival of regional trade agreements, and trends in supply chain restructuring.
Based on the latest report from Fortune Business Insights, this article provides an in-depth analysis of the growth trajectory of the global trade financing market from 2026 to 2034, the changing financing needs against the backdrop of supply chain restructuring, the rise of digital trade platforms, and financing opportunities for small and medium-sized enterprises.
Based on the WTO's "Global Value Chain Development Report 2025," this paper analyzes the resilience of global value chains under the challenges of the pandemic, geopolitical tensions, and climate change, and explores the trends of digitalization, regionalization, and securitization, as well as the impact of the rise of emerging economies and new trade agreements.
Predictive analytics, robotics, and data-driven logistics are changing the way goods move, and industrial real estate is shifting from storage-oriented infrastructure to systems centered on liquidity and efficiency.
Carvina Capital's latest data shows that China's exports grew 27% year-on-year, with semiconductor and AI exports becoming the core driving force. This article analyzes how this structural shift is reshaping the global supply chain landscape, and explores the deep risks brought by protectionism, domestic economic weakness, and trade geographical shifts.
Based on the latest research report from the United Nations Conference on Trade and Development (UNCTAD), this provides an in-depth analysis of the ten major structural trends affecting global trade in 2026, covering supply chain restructuring, regionalization, digital trade, green transformation, and changes in shipping and logistics.
Based on the "Agricultural Outlook 2026-2035" jointly released by FAO and OECD, analyze how demand growth in emerging economies, dietary diversification, and China's changing role are reshaping global agricultural trade and supply chain patterns.
Analyze how U.S. grain futures are under pressure due to weather and fund liquidation, while EU corn hits contract highs, revealing structural changes in global trade flows, logistics costs, and supply chain risks.
In May 2026, the U.S. merchandise trade deficit surged to $105.8 billion. Analysts point out that companies are stockpiling in advance to avoid higher tariffs, while domestic data center construction is also driving import dependence. This trend highlights both the short-term disruption of trade policy uncertainty on supply chains and long-term structural issues.