Group 1 - The core viewpoint of the report is that China is expected to lead in expanding its share of global foreign direct investment (FDI) sources by 2026, as indicated by a survey of 101 FDI professionals [1] - The report highlights that companies such as ByteDance, Geely, BYD, JD.com, Haier, Huawei, Alibaba, and Tencent are actively pursuing internationalization strategies to enter new markets and promote advanced products [1] - Emerging economies like the UAE, India, and Saudi Arabia are also significant players in the FDI landscape, being mentioned 40, 31, and 29 times respectively in the survey [1] Group 2 - The report cites Robin van Puyenbroeck, Executive Director of the World Trade Center Association, stating that by 2026, the focus of global trade will decisively shift southward, with emerging hubs like Lagos, São Paulo, Mumbai, and Dubai challenging traditional Western centers [2] - This shift is expected to compel businesses and policymakers to adapt to a multi-centered order, marking a pivotal moment for emerging economies as they become the true drivers of global growth [2]

Group 1: Global Foreign Direct Investment Trends - In 2024, global foreign direct investment (FDI) is projected to decline by 11% to approximately $1.5 trillion, marking the second consecutive year of decline [1] - The primary reason for this decline is a 58% drop in FDI inflows to Europe, affecting 15 of the 27 EU member states, including major economies like Germany, Spain, Italy, and France [1] - The total amount of international project financing (IPF) crucial for infrastructure investment in Europe also decreased by 11% year-on-year, indicating a broader cautious attitude among investors [1] Group 2: FDI in Developing Countries - FDI inflows to developing economies remain relatively stable, accounting for 57% of global FDI inflows in 2024, with a total of $867 billion, showing resilience amid global uncertainties [2] - The inflow of FDI in developing countries is highly concentrated, with ten major emerging markets, including China, Brazil, Mexico, Indonesia, and India, representing about 75% of total FDI inflows to these regions [2] Group 3: Investment Policy Differences - There is a growing divergence in investment policies between developing and developed countries, with developing nations emphasizing openness to FDI and implementing favorable measures, while developed countries are increasingly adopting restrictive measures [8] - Over 40% of unfavorable measures introduced in 2024 involve new or expanded scrutiny mechanisms, primarily by developed countries, focusing on high-tech industries and critical raw materials essential for energy transition and supply chain resilience [8] Group 4: Digital Economy as an Investment Highlight - The digital economy is identified as the fastest-growing sector for global investment, with greenfield investment projects in this area surging to $360 billion in 2024 [12] - Between 2020 and 2024, developing countries attracted $531 billion in digital economy greenfield investments, with nearly 80% of these projects concentrated in ten countries, including six in Asia and two in Latin America [12] Group 5: Role of China and the U.S. in Global FDI - China and the U.S. are recognized as significant recipients of FDI and are viewed as barometers for global trade and investment trends [16] - China's FDI structure is shifting towards high-tech industries and advanced manufacturing, indicating a positive trend in attracting high-quality investments [16]

Group 1: Trade Negotiations - The EU is attempting to reach a trade agreement with the US similar to the UK-US agreement, aiming to resolve some tariff disputes before the July 9 deadline to avoid immediate retaliatory tariffs against the US [1][3] - The US has increased tariffs on EU steel and aluminum products from 25% to 50%, with President Trump threatening to raise "reciprocal tariffs" to 50% if no agreement is reached [3][5] - EU internal divisions are weakening its negotiating position, with some countries like France advocating for retaliation while others, including Italy and Hungary, prefer continued negotiations [5][6] Group 2: Economic Impact - The UN warns that global foreign direct investment (FDI) is at risk of declining for the third consecutive year due to tariff uncertainties and geopolitical tensions, projecting an 11% drop in 2024 [9] - The UN Secretary-General highlighted that rising trade barriers and geopolitical divisions could worsen the already challenging economic outlook, with tariffs increasing uncertainty for investors [9][10] - A recent Business Roundtable report indicated a 15-point drop in the CEO Economic Outlook Index, attributed to unpredictable trade policies and widespread uncertainty [10]