FDIレポート編集長

Michael Vance

Michael Vance analyzes global foreign direct investment trends and macroeconomic shifts. His reporting provides insights into the evolving landscape of international capital allocation.

michael.vance@globalfdiinsights.com

Bylined articles

China's Industrial Clusters: A New Landscape from Manufacturing Hubs to Global Investment Magnets

Over 2,000 industrial clusters in China are undergoing spatial restructuring: strengthening supply chains along the coast and expanding new poles inland. Starting from key industries such as electronics, semiconductors, biomedicine, and new energy, this article analyzes the capital logic behind regional shifts and their implications for long-term investment.

Research desk5 min read

European FDI Resilience: New Logic of Global Capital Flows

Despite the global decline in FDI, Europe will still attract over 5,000 projects in 2025, with AI, defense, and low-carbon energy becoming new investment engines, and regional growth momentum shifting toward Central and Southern Europe. Based on the EY European Attractiveness Survey, this article analyzes changes in capital flows and long-term competitiveness.

Research desk3 min read

Puerto Rico in the Global Capital Restructuring: 2026 Outlook and Strategic Constraints

From the perspective of global capital flows and supply chain restructuring, this article analyzes the changing trends in the global economic landscape in 2026, focuses on Puerto Rico's strategic position and inherent constraints in this round of industrial migration, and explores how it can find new growth paths in the global investment landscape.

Research desk6 min read

National-level Economic Development Zones: China's Fulcrum in the Restructuring of Global Capital Flows

The 2025 assessment results of the Ministry of Commerce show that national-level economic development zones contributed nearly a quarter of the country's foreign investment and foreign trade. This article analyzes, from the perspectives of global capital flows, industrial upgrading, and institutional innovation, how this open platform has become a key node for multinational enterprises to position themselves in China.

Research desk5 min read

Global Capital Restructuring: How the 2025 Shift in U.S. Trade and Investment Policy Will Reshape Multinational Corporate Footprints

In 2025, US trade and investment policy underwent a structural transformation: the instrumentalization of tariffs, the expansion of export controls, and the tightening of outbound investment restrictions are reshaping global capital flows and supply chain configurations. This article analyzes the logic behind these policies from a global investment perspective and assesses the responses of multinational enterprises and long-term trends.

Research desk5 min read

New Quality Productive Forces Reshape the Investment Landscape in Ethnic Minority Regions: New Logic of Regional Development from a Global Perspective

From the perspective of global capital flows and regional industrial upgrading, this paper analyzes how the "new quality productive forces" policy drives China's ethnic regions to shift from resource dependence to a digital, green, and innovation-driven economy, revealing new opportunities and challenges in investment location.

Research desk5 min read

Development Finance Reshapes Regional Competitive Landscape: Insights from Saudi Arabia's Coffee Cluster

From the coffee industry chain in Saudi Arabia's Jazan region to green hydrogen in NEOM, development finance is becoming a key tool for reshaping regional competitiveness. Based on an analysis by the World Economic Forum, this article explores how government development banks coordinate capital, cluster industries, and leverage private investment, offering replicable regional development pathways for emerging markets worldwide.

Research desk5 min read

Global Capital Reallocation: The Deep Logic of US Trade Policy in 2025 and Investment Outlook for 2026

Based on Morgan Lewis’s latest analysis, this article re-deconstructs the paradigm shift in U.S. international trade and investment policy in 2025—from executive-order-driven economic nationalism to the compounding effects of tariffs, export controls, and outbound investment restrictions—providing a research framework for global capital allocation in 2026.

Research desk6 min read

Capital Redraws Australia: 25 Investment Hotspots Reveal the New Logic of Regional Rise

Based on the latest Pulse report from Washington Brown and Hotspotting, analyze how 25 Australian property investment hotspots map the structural shift of capital from metropolitan areas to regional centers, and how infrastructure, tax levers, and market resilience collectively shape the new investment map.

Research desk3 min read

Vietnam Industrial Park Transformation: From Manufacturing Base to Technology Ecosystem

In the context of global supply chain restructuring, Vietnam's industrial parks are facing an urgent need to transform from traditional manufacturing bases into integrated ecosystems of technology, innovation, and green development. This article analyzes the challenges of attracting tech giants to Vietnam's industrial parks and the characteristics of a new generation of industrial parks.

Research desk4 min read

The Invisible Chain in Global Manufacturing Reshoring: The Value and Challenges of Small-Scale Supplier Networks

This article analyzes from a global investment perspective the overlooked situation of small-scale supplier networks in the process of U.S. manufacturing reshoring. By examining successful cases such as the Carolina textile district and FORGE, as well as how AI platforms enhance supply chain visibility, it reveals the deep impact of regional manufacturing network restructuring on capital flows, industrial resilience, and long-term competitiveness.

Research desk4 min read

China's strict protected area policies reshape industrial spatial layout: the dual logic of capital flow and ecological benefits

A study based on 6,638 protected areas and 50 million enterprise records in China shows that stricter protection policies are associated with higher enterprise turnover, with the ecological benefits from enterprise entry exceeding those from exit, though there are local trade-offs in some industrial transfers. This finding provides a pathway for Global South countries to balance ecological protection and economic development through industrial transformation rather than simple exclusion.

Research desk5 min read

Digitalization and Sustainable Transformation of India's Mining Industry: A New Flow of Global Capital

India's state-owned mining company NMDC is accelerating digitalization and sustainable mining to support its vision of producing 100 million tons of iron ore annually by 2030. This strategy reflects a deeper shift in the global flow of mining capital: technological efficiency and ESG compliance are becoming core competencies for resource-rich countries to attract foreign investment. The article analyzes India's regional competitive position in the mining sector, the logic of industrial chain restructuring, and long-term trends from a global investment perspective.

Research desk2 min read

India's FDI Paradox: When capital inflows hit a record high, net investment nearly dries up.

India's net FDI plummeted from $44 billion to less than $1 billion, but total inflows remain strong. This article breaks down the structure of FDI, revealing deep-seated issues such as the dominance of financial investors, the shrinking of manufacturing investment, and the acceleration of capital outflows, while assessing their impact on India's strategy for the rise of its manufacturing sector.

Research desk4 min read