Dearest Readers,
Nineteen million Indians abroad. AI researchers clustering in new hubs. Chinese capital building industrial parks across the world while fighting to stabilize inflows at home. Eastern Europe quietly slipping off the investment map. People and capital are moving. This edition follows where.
Read on.
China Launches FDI Stabilization Plan. Link
Investors are increasingly shying away from Eastern Europe. Link
Emerging Markets Capital Flows 2026: The Three Structural Shifts. Link
2026 foreign direct investment trends in Europe. Link
Three charts show China’s promised overseas production hasn’t materialized — yet. Link
How does food get traded around the world? Link
Will AI make companies outsource more, or less? Link
Tracking Chinese Investments in Overseas Industrial Parks. Link
Accelerating the EV Transition in the Global South Through India-Africa Partnership. Link
China and the West are taking opposite paths on EV battery recycling. Link
What countries do AI researchers come from and where do they work? Link
An interactive tool that helps us see where migrants were born and where they live now
The map is moving, and not always where you’d expect. China is fighting to defend its investment base even as its promised overseas factories stall and its battery recycling strategy splits from the West’s. Eastern Europe is losing its shine, emerging markets are rewriting their playbooks, and nineteen million Indian migrants and a growing wave of AI researchers are proving that capital was never the only thing crossing borders. The next decade of growth will belong to whoever reads these signals first.
The journey continues.
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