Insights

With the launch of Geolytics, Sinolytics puts a name on its broadened geopolitical portfolio. Geolytics is a new sub-brand focused on geopolitical analysis and strategic foresight, empowering clients to navigate a world shaped by power rivalries, fragmented markets, and rising uncertainty.

Listen to the first episode of our podcast Geopolitics and Business with Dr. Thomas Ramge, Björn Conrad and Ansgar Baums.

Discover how China is using export controls as a geopolitical tool. Free whitepaper by Sinolytics on global impacts and strategic chokepoints.

Read about China's Export Controls.

This whitepaper breaks down China’s AGI strategy across five key pillars: Chips, Computing, Data, Models, and Applications. Focusing on Large Models as the dominant technological path, we assess China’s strengths, weaknesses, and strategic potential.

Read about AGI in China.

Indonesia, the world’s largest supplier of nickel, held its national election on February 14, 2024.

Prabowo Subianto, the current defense minister, secured a landslide victory based on the promise to continue Joko Widodo’s policies.

How will Prabowo’s diplomacy, trade and industrial policies affect Indonesia’s attraction as a destination for China de-risking?

Read more on Indonesia .

Diversification is a hot topic in many boardrooms as geopolitical tensions rise. In particular, Asia beyond China is becoming an increasingly attractive destination for manufacturing and sourcing.

We studied the adaptation strategies of more than 80 companies in 12 industries.

Sinolytics suggests that companies first identify geopolitical risks before embarking on an adaptation strategy. Remaining successful requires highly tailored, company-specific response strategies that allow for product-level differentiation.

More on Diversification.

China’s regulatory framework for cybersecurity and data is evolving quickly. To catch up on those developments and to provide guidance and recommendations for European businesses, Sinolytics and VDMA jointly released a “Cyber Security Use Cases in China” report. The 2nd edition of the report was published in September 2023 to guide through the most recent changes and adjustments of China’s cybersecurity regulations. The report is available to VDMA members via the VDMA website. For additional information, also see our Cybersecurity Primer.

China’s hydrogen and fuel cell sector is poised to grow exponentially. The NDRC just issued a fifteen-year development plan for the sector. It expects real commercialization of fuel cell vehicles and energy storage by 2030 with rapid market growth in heavy-duty applications. Sinolytics forecasts a fuel cell market size of 45 billion RMB by 2035.