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Economic publications

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    Tech wars: US-China rivalry for electronics out to 2035

    Since 2017, the technology war between the US and China has been shaking up the global electronics landscape. Between sanctions, export controls and the quest for technological leadership, this rivalry is reshaping supply chains and creating major uncertainties. Yet interdependence remains strong between these two powers, despite fierce competition that could fragment the industry by 2035.

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    Made in China. How China can deal with its industrial overcapacity

    Production overcapacity is not a new phenomenon in China, but this time it concerns a greater number of products. This variety makes oversupply more difficult to control, and the shortfall in the domestic market will have to be made up by other means. Discover which ones in our study.

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    From monetary pivot to fiscal turnaround? - Coface barometer

    The global economic recovery is mixed: while the US is heading for a soft landing, the eurozone and China continue to face uncertainties. In this context, Coface has adjusted its ratings for 5 countries and 17 sectors, reflecting a scenario of stabilized global growth in 2025, albeit below potential. Download our October 2024 Barometer now.

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    More restrictive credit terms and much longer payment delays in Latin America

    The latest edition of the Coface’s survey on payment behavior in Latin America highlights a strong dual trend. On the one hand, there has been a tightening of credit conditions and, on the other, a significant increase in the length of late payments. At a time of global economic challenges, and with growth in the region set to remain weak in 2025, these results raise concerns about the financial stability of Latin American businesses.

  • Risk Dashboard

    Navigate uncertainty with Coface's global risk assessments for 160 countries and 13 sectors. 

  • #Economic publications

    Electric vehicles: is Europe still in the driver seat? Competition between China and Europe in an age of mobility transition

    The EU voted to ban new internal combustion engine car sales by 2035, aiming for carbon neutrality by 2050. This EV transition disrupts Europe's auto industry, which lags behind China. The EU imposed tariffs on Chinese vehicles in response. The challenge now for the EU is to maintain a leading automotive manufacturing industry while achieving the carbon neutrality targets it has set itself.

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    A less global village? World trade in the age of geopolitical fragmentation

    World trade is in transition, with the end of the 'global village' era and stagnation in its share of global GDP. Geopolitical upheavals, from Ukraine to the Middle East, are driving fragmentation, while 'friend-shoring' redirects trade based on alliances. Connector countries are rising, and new trade routes are emerging, but major powers like the U.S. and China remain deeply interdependent. Globalization is reorganizing to adapt to rising protectionism.

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    Increased payment delays for French businesses, amid growing social and political risks

    Coface survey on payment behavior shows a lengthening of the average payment period, while 85% of companies have also experienced payment delays, with the majority indicating that they are longer and more numerous than in 2023. This deterioration in payment behavior is reflected in a further rise in insolvencies, which have now stabilized at much higher levels than in 2019 and 2023.

  • #Economic publications

    Germany Corporate Payment Survey 2024: Simmering under the lid

    The 8th edition of Coface’s survey on corporate payment experience in Germany shows that the payment behaviour of German companies remains stable. However, this observation shouldn’t reassure considering the growing credit risks out of accumulated overdue payments.

  • Risk Dashboard

    Navigate uncertainty with Coface's global risk assessments for 160 countries and 13 sectors. 

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