The European political agenda resumes after the interlude of the electoral campaign, and it is unquestionably marked by another campaign, that of the snap general elections in France. The prospect of a populist victory would make the EU Commission’s approach to trade with China even more delicate, as the results of the anti-subsidy investigation into imports of Chinese EVs came up. We will benefit from Irina Topa-Serry's insights into the position of China and its neighbour India, which is climbing the global economic ladder at a breathtaking pace.

Recorded on 17 June 2024

An AXA IM podcast

Produced by Goom

Music performed by Needmospace

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Elections, protectionism & China-India divergence