How can France become a leader in innovation?
Xi Jinping’s era is marked by centralized power and surveillance, with China aiming for “socialist modernization” by 2035. While pursuing tech self-sufficiency and national security, challenges like demographic decline and economic strain persist. Taiwan's "reunification" and a zero-sum trade approach drive tensions. Four scenarios for China’s future emerge: dominance with minimal foreign pushback, fragmented resistance preserving balance, a unified global challenge, or a major conflict over Taiwan reshaping global power dynamics. Global unity will be crucial to influence China’s trajectory by 2035.
This report analyzes the future of the EU's Clean Industrial Deal and the place of European industry in a post-carbon world. Based on over 500 interviews, it compares decarbonization strategies and puts forward recommendations for strengthening European competitiveness.
Despite India's robust economic growth—8.4% in the last quarter of 2023—the economic relationship between Europe and India remains underwhelming. How can France and Europe fully capitalize on the "Indian moment" that is shaping the 21st century?
Extraterritoriality is on the increase, particularly in China. Under Xi Jinping, China uses this practice to defend itself against external interference, legitimise its foreign policy and extend its security agenda. Although it is exploring a more offensive approach, its use will depend on the strategic calculations of China's leaders, particularly in the face of international tensions. The European Union must be prepared to respond, in particular by using access to the European market as a deterrent.
Economic security policies and strategies focused on the Indo-Pacific region are gaining increasing attention among policymakers across Europe. However, the potential link between these two emerging areas of public policy remains largely underexplored, despite the tangible opportunities the Indo-Pacific framework presents for enhancing economic security.
China Trends #16 by Institut Montaigne.
Cross-border data flows govern almost everything we do today. States are facing a dilemma between protection of their data and benefits from free-flow. Europe faces a challenge from the US, the dominating actor in the digital world, and a threat from China’s authoritarian model. Europe must make choices to strengthen its position in the digital field.
Economic security is an important notion that provides strategic coherence and clarity to the set of defensive, pro-innovation and (so far timid) pro-industry steps that the EU has been taking. It could also provide a convincing selling point to gain wider support across the EU for bolder public policies, including in the area of trade, in a way to guarantee European prosperity and resilience.
China Trends #15 by Institut Montaigne.
How to create a concrete and ambitious climate club including Europe and Northeast Asia?
China Trends #14 by Institut Montaigne.
François Godement, Institut Montaigne’s Senior Advisor for Asia, assesses the characteristics and flaws of China’s stimulus plan, and of the overall Chinese economic model.