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This edition of Macro Trends explores how China’s export economy is shifting up the value chain, driven by years of industrial policy and investment in advanced manufacturing. The analysis examines the rise of semiconductors, electric vehicles, and high-tech exports, alongside the growing role of ASEAN in reshaping regional supply chains and trade flows.
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This edition of Macro Moves examines how artificial intelligence is moving from innovation story to economic reality. Using hiring data, labor market indicators and proprietary analysis, it explores where AI adoption is gaining traction, which occupations are under pressure, and how the technology is reshaping workforce dynamics across the economy.
