資本流動・分析担当エディター
David Chen focuses on global capital flows and regional investment hotspots. He provides data-driven analysis of emerging market dynamics and private equity movements.
david.chen@globalfdiinsights.comFrom Vietnam's first foreign investment law in 1987 to the Investment Law of 2020, Vietnam has reshaped its foreign direct investment system through legal reforms. Based on the latest research, this article analyzes policy logic, regional competition, and recommendations for investors.
In 2025, European FDI fell by 7%, but behind the more than 5,000 projects landed and 200,000 jobs created lies a shift in investment structure toward AI, defense, and low-carbon energy, as well as the rise of emerging growth poles in Southern and Central-Eastern Europe. Starting from the logic of global capital flows and industry dynamics, this article examines what has changed and what has remained constant in Europe's appeal.
Based on the latest research from the Brookings Institution, global capital flows to China and other emerging markets show a significant decoupling: the decline in FDI is a long-term trend, portfolio investment is disrupted by the U.S. policy cycle, and other investment has continued to weaken after geopolitical conflicts. This capital diversion reflects deeper changes in the restructuring of global supply chains and the geopolitical economic landscape.
In 2024, China's direct investment in Europe rebounded by 47%, marking the first significant growth since 2016. This rebound is not a simple cyclical recovery, but the result of the combined effects of global industry chain restructuring, geopolitical competition, and Chinese companies' strategic upgrades. Behind these phenomena—Hungary's sudden rise, an EV-dominated investment structure, and stricter European regulation—a deeper contest involving capital, technology, and institutions is reshaping the China-Europe investment landscape.
Based on the latest research reports, this provides an in-depth analysis of the capital logic, regional economic drivers, and rental market transformations behind Australia's 25 property investment hotspots, revealing the long-term trend of investors shifting from central cities to regional markets.
Based on the latest research by Washington Brown and Hotspotting, this analyzes the capital flows, infrastructure drivers, and regional economic restructuring behind 25 property investment hotspots in Australia.
In 2024, China's direct investment in Europe rebounded to 10 billion euros, with Hungary emerging as a standout and the electric vehicle industry chain dominating greenfield investment. This article analyzes the structural logic and sustainability challenges behind this turning point from the perspectives of global capital flows, regional competition, and policy games.
fDi Intelligence launches the selection for the European Cities and Regions of the Future 2027 ranking, reflecting changes in global capital's evaluation criteria for European investment destinations. This article analyzes the industrial logic behind the ranking categories, the regional competition landscape, and long-term FDI trends.
Oliver Wyman's ranking of 1,500 cities shows that Asia is becoming the new global growth center. Tokyo, Seoul, Shanghai and other cities rank among the top, with business density, infrastructure, and innovation ecosystems driving capital eastward.
In Q2 2026, global M&A transaction volume reached $1.3 trillion, surging 35.3% year-on-year but declining 18.4% quarter-on-quarter. A handful of mega-deals inflated the total, while deal numbers remained flat, signaling an actual market cooldown. Rising interest rates and antitrust easing reshaped deal structures: private equity receded, and strategic buyers took the lead. Industry valuations diverged markedly, with healthcare commanding a premium and energy representing a value trough. This article analyzes the underlying logic and regional differences of this M&A season from the perspective of global capital flows.
India's net FDI plummeted from $28 billion to $1 billion in two years, even though total inflows hit a record high of $94.5 billion. This article analyzes the global capital allocation logic behind this trend and its implications for India's long-term economic growth from the perspectives of capital flow structure, profit repatriation, investor exit, and the declining share of manufacturing investment.
Spain is attracting global multinational corporations to use it as a European operating base, showcasing unique advantages in digital economy, advanced manufacturing, energy transition, and life sciences. This article analyzes why Spain has become a new hotspot for investment in Europe from the perspectives of global capital flows, industrial chain restructuring, and geo-economics.
Ho Chi Minh City is driving the transformation of manufacturing toward high-tech, smart, and green development through the restructuring of industrial parks and regional consolidation, aiming to enhance its competitiveness in the global supply chain.
Analyze the structural challenges facing the UK automotive manufacturing industry under high energy costs, hollowed-out supply chains, and global industrial policy competition, and explore how policies such as DRIVE35 can reshape industrial competitiveness.
The Philippines’ apparent growth in investment commitments masks the structural problem of continued weakening actual foreign capital inflows. As manufacturing investment in Southeast Asia accelerates its reorganization, if the Philippines cannot improve its infrastructure, project implementation, and business environment, it may further lose ground in the latest round of regional supply chain relocation.
Against the backdrop of global supply chain restructuring, green transition, and accelerating regional competition, the Philippines’ renewed discussion of industrial policy is not merely the return of an economic management tool, but also an institutional shift in its efforts to achieve manufacturing upgrading, energy security, and higher-quality foreign investment.
China Gold International Resources announced its first-quarter 2026 results, with both revenue and net profit rising sharply in tandem. This article reviews its performance improvement, operating drivers, valuation divergence, and potential risks, helping readers understand the impact of this quarterly report on the investment narrative.