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

Resilience of European Foreign Direct Investment under Global Uncertainty: Reshaping Long-Term Attractiveness Driven by High-Growth Sectors

Analyze the resilience of European FDI against the backdrop of global macroeconomic uncertainty. This paper explores the investment drivers of high-growth industries in Europe (AI, low-carbon energy, defense) and the impact of regional economic structural transformation on long-term investment attractiveness.

Research desk3 min read

Global Capital Flows Reshaping: Structural Divergence and Geopolitical Drivers in Emerging Market Investment Landscape

In-depth analysis of the structural divergence of global capital flows to emerging markets, starting from the decoupling phenomena in FDI, securities investment, and other investments, revealing the profound impact of geopolitical and macroeconomic events on regional investment decisions, providing long-term trend insights for multinational capital allocation.

Research desk2 min read

The logic of upgrading Vietnam's industrial parks: Reshaping the paradigm from land leasing to a science and technology ecosystem.

In-depth analysis of the structural challenges and transformation opportunities facing Vietnam's industrial parks. Analyze the global capital's favor towards Vietnam's high-tech and digital economy, and explore how parks can evolve from traditional manufacturing spaces into modern industrial ecosystems integrating innovation, logistics, and green energy to attract global tech giants.

Research desk3 min read

How does institutional openness drive the quality upgrade of export products? — An empirical study based on microdata from Chinese manufacturing.

This paper deeply analyzes how the policy tool of "institutional opening" drives the improvement of the quality of Chinese manufactured exports by reducing transaction costs, promoting technological innovation, and deepening labor division. The study focuses on the differentiated impact of institutional opening on different types of enterprises and regions, providing empirical evidence for policymakers and corporate strategic decision-making.

Research desk2 min read

Review of European Investment Resilience: Reconstructing Long-Term Attractiveness and Capital Reallocation in High-Growth Areas Under Global Uncertainty

This report deeply analyzes the dynamics of foreign direct investment (FDI) in Europe against the backdrop of current global economic uncertainty. It analyzes the resilience logic of European investment, the capital inflow paths of high-growth industries (such as AI and low-carbon energy), and how the regional competitive landscape is reshaping long-term investment attractiveness.

Research desk4 min read

Industrial Clusters as Capital Infrastructure: The Restructuring of China’s Manufacturing Geography and the Repositioning of Global FDI

The location-selection logic of global foreign direct investment is shifting downward from “choosing countries” to “choosing clusters.” The value of China’s more than 2,000 industrial clusters lies not in their scale itself, but in how they reduce transaction costs, secure talent supply, and determine the feasible boundaries of supply chain restructuring. This article reinterprets the multipolar transformation of China’s manufacturing geography from three dimensions: capital allocation, industrial division of labor, and regional competition.

Research desk10 min read

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