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Capital Flow

Shows how policy, balance sheets, market structure, and investor expectations transmit change across industries.

AllMacro InsightsCorporate StrategyFinTech & Future AssetsSector Deep-dive
TSO / High confidence
Capital FlowMacro Insights

IMF-Financial leaders address AI, debt, and geopolitical turmoil at the World Bank annual meeting

This report focuses on the core challenges facing financial leaders at the IMF and World Bank annual meetings, such as AI, debt, and geopolitical turmoil. Experts analyzed the IMF's policy reviews regarding the debt sustainability framework, project design, and macroprudential regulation, and pointed out how three major shocks—the Russia-Ukraine conflict, surging demand for AI investment, and high public debt—have collectively pushed up long-term interest rates.

Oct 14, 2026
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TSO / High confidence
Capital FlowSector Deep-dive

Assessing the evolving global competitiveness of the US automotive industry

The US automotive industry has experienced a significant decline in competitiveness over the past few decades, with both its global market share and domestic output shrinking. The report points out that facing low-cost Chinese EV manufacturers and technological change, the US automotive industry is facing new severe challenges and urgently needs in-depth industry analysis and precise policies to address them.

Oct 10, 2026
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TSO / High confidence
Capital FlowSector Deep-dive

The connected vehicle market size is expected to reach $202.9 billion by 2035.

According to the latest report from Precedence Research, the global connected vehicle market will reach $51.56 billion in 2025, is expected to grow to $59.50 billion in 2026, and will reach $202.9 billion by 2035, with a CAGR of 14.68%. Market growth is driven by the proliferation of electric vehicles and autonomous driving, as well as demand for ADAS and intelligent navigation. The Asia-Pacific region leads with a 38.5% share, with notable performance in segments such as 5G technology, OEM applications, and driver assistance services.

Sep 5, 2026
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