In this CEIAS Policy Paper, authors Martin Šebeňa, Thomas Chan, and Matej Šimalčík provide an in-depth analysis of the role of the V4’s participation in European supply chains for goods that are exported to China by quantifying the actual value of exports to China, contrasting it with bilateral trade data, tracing the lack of this information… Continue reading Hidden links: V4’s final demand exposure toward the Chinese market
The fragmentation of production and emergence of global value chains provides authoritarian states like China with new avenues for exercising political coercion via indirect trade relations and final demand exposure to their markets. This paper provides a quantification of Baltic states’ final demand exposure to China and the potential risks of trade weaponization. The 2021… Continue reading Trade weaponization: Vulnerabilities in the Baltic exports to China
The discussions about the shape of EU-China relations are missing the export dependency angle. Value chain analysis provides insights into both direct and indirect trade relations with China, which in turn point to specific policy tools. French President Emmanuel Macron’s recent trip to China has resulted in stirring up a pan-European debate on the nature of… Continue reading Value chain-infused EU-China debate
Welcome to the 40th issue of the #CEEasia Briefing. In this issue, we dissect the following topics: EU’s “de-risking” of supply chains from China Boris Kollar’s trip to China South Korea’s arms transfer to Ukraine Do you need to know more about East Asia? Don’t hesitate to shoot us a message about custom analysis tailored to… Continue reading CEEasia Briefing #40: EU supply chains in China, South Korea providing arms to Ukraine, Slovak Parliament Speaker visits China
Potential negative impacts of economic dependency on China are increasingly scrutinized. However, conventional trade statistics are a poor guide to bilateral export exposures. For a better analysis of risks, countries need to consider the impacts of their indirect trade with China linked to their role in the product supply chains. In December 2021, reports about… Continue reading The China factor: Economic exposures and security implications in an interdependent world
