投資区域担当エディター

Sofia Al-Mansour

Sofia Al-Mansour covers the evolution of free trade zones and strategic infrastructure projects. She explores how special economic zones facilitate global logistics and regional development.

sofia.al-mansour@globalfdiinsights.com

Bylined articles

The New Gravity of Capital: The AI Heavy-Asset Cycle, Geopolitical Fragmentation, and the Ebbing of Liquidity in Global Private Markets

Global financial stability risks are elevated, but the real change is not in volatility itself. AI investment is shifting from an equity story to debt dependence, the liquidity mismatches accumulated in the private credit market are beginning to become explicit, and geopolitical conflicts are accelerating the revaluation of energy and supply chain cost structures. Together, these three forces point to one conclusion: the valuation anchors, financing structures, and regional competitiveness standards of global capital are being rewritten in tandem.

Research desk6 min read

As frictions intensify, China's investment in Europe unexpectedly rebounds: Global capital restructuring and the reshaping of Europe's industrial geography

Despite escalating geopolitical frictions, Chinese direct investment in the EU and the UK rebounded to €10 billion in 2024, marking the first significant increase since 2016. Hungary has emerged as a standout, with the electric vehicle supply chain becoming the core driver, reshaping the traditional European investment landscape.

Research desk8 min read

South African Mining Investment: How Does Policy Uncertainty Reshape Capital Flows?

From the perspective of global capital flows, analyze how fluctuations in South Africa's mining policy increase investment risk premiums, and, in light of platinum group metals market opportunities and infrastructure shortcomings, discuss the difficulties of mining capital formation and the challenges to long-term competitiveness.

Research desk4 min read

China's Investment in Europe Rebounds: Strategic Positioning and Regional Competition Under Global Capital Restructuring

In 2024, China's direct investment in the EU and the UK rebounded to 10 billion euros, marking the first recovery in seven years. This article analyzes the underlying logic and future trends of this turning point from dimensions such as global capital flows, industrial chain restructuring, regional competition, and policy games.

Research desk6 min read

Hainan Free Trade Port: A New Node for Global Capital Flows and an Engine for Industrial Chain Restructuring

After the island-wide customs closure operation of the Hainan Free Trade Port, the number of new market entities and foreign-invested enterprises has grown substantially, with high-end manufacturing, bonded maintenance, and other industries accelerating their clustering. Hainan is becoming a new hub for global capital to invest in the Asia-Pacific region.

Research desk6 min read

Development finance reshapes regional competitiveness: Examining new global capital flows through the Saudi coffee cluster

From the perspective of global capital flows, this article analyzes how development finance fosters regional economic clusters and enhances competitiveness by coordinating public and private capital. Using Saudi Arabia's National Development Fund and the Jazan coffee industry as case studies, it explores their strategic roles in promoting employment, exports, and green transformation, and extends to emerging fields such as NEOM hydrogen energy, revealing the key role of development finance in global capital restructuring.

Research desk5 min read

2026 Global FDI Outlook: Capital Geography under Divergent Recovery

Global FDI is still recovering in 2026, but capital flows are showing multipolar differentiation. This article, grounded in industrial logic, regional competition, and institutional design, analyzes the underlying logic behind multinational corporations' reconfiguration, and proposes a new investment evaluation framework that replaces "ranking" with "matching."

Research desk6 min read

"First in career": Citigroup executives say the super-rich are seeking to diversify investments from the US to an unprecedented extent — the global capital allocation structure is being reshaped.

Citi Private Bank executives have stated that the ultra-wealthy are seeking to diversify away from the United States on an unprecedented scale, reflecting global capital's concerns over geopolitical risks, policy uncertainty, and the concentration of dollar-denominated assets. This article provides an in-depth analysis of this phenomenon from the perspectives of global capital flows, regional competition patterns, and industrial chain restructuring.

Research desk4 min read

UK Strictly Regulates Autonomous Driving Marketing: A Watershed for the Global Smart Car Investment Environment?

The UK has introduced new regulations restricting automakers from using terms like "autonomous driving" in advertisements to prevent misleading consumers. This article analyzes the policy's impact on capital flows, industrial chain layout, and multinational corporate strategies in the smart vehicle sector from a global investment perspective.

Research desk3 min read

Bangladesh's FDI grows 45% but still lags behind small African countries: structural divergence of global capital flows

Although Bangladesh's FDI grew by 45% to $1.8 billion in 2025, making it the fastest-growing in South Asia, its scale of attracting investment still lags behind African economies such as Uganda and Ghana. Behind this are deep structural changes, including the shift of global capital from traditional manufacturing to resources and energy, differences in policy reform intensity, and the restructuring of industrial chains.

Research desk3 min read

The Cambodia-Thailand Economic Conflict and the Boundaries of Southeast Asian Geo-economics: A Reassessment by Global Investors

Based on the opinion piece "Cambodia Investment Review," this article delves into how the economic conflict between Cambodia and Thailand reveals the limitations of geoeconomic tools in Southeast Asia, and its implications for global capital flows, industrial chain restructuring, and long-term investment strategies.

Research desk4 min read