Global Markets

The twenty-first century has seen accelerated economic growth in countries around the world, ushering in an era of economic multipolarity. CSIS experts provide in-depth analysis on the domestic markets of foreign nations such as India and China and their global implications.

Photo: Skórzewiak/Adobe Stock

Photo: Skórzewiak/Adobe Stock

Turning the AI Revolution into Dollar Dominance

Navin Girishankar argues that President Trump's Gulf chip deals enable billions in AI exports but miss what ensures dollar dominance. A compute-dollar successor to the petrodollar will keep China’s offer of AI plus digital yuan settlement in the rearview mirror. 

Commentary by Navin Girishankar — December 8, 2025

See all analysis on Global Markets

Latest Podcasts

See all podcasts on Global Markets

Past Events

See all events on Global Markets

Related Programs

Experts

Phil Luck

Philip Luck

Director, Economics Program and Scholl Chair in International Business
Erin L. Murphy

Erin L. Murphy

Deputy Director, Chair on India and Emerging Asia Economics and Senior Fellow, Emerging Asia Economics
Scott Kennedy

Scott Kennedy

Senior Adviser and Trustee Chair in Chinese Business and Economics
Ilaria Mazzocco

Ilaria Mazzocco

Deputy Director and Senior Fellow, Trustee Chair in Chinese Business and Economics
Hugh Nolan Grant-Chapman

Hugh Grant-Chapman

Fellow, Economics Program and Scholl Chair in International Business

All Global Markets Content

Filter by

1 - 10 of 110 results

Turning the AI Revolution into Dollar Dominance

Navin Girishankar argues that President Trump's Gulf chip deals enable billions in AI exports but miss what ensures dollar dominance. A compute-dollar successor to the petrodollar will keep China’s offer of AI plus digital yuan settlement in the rearview mirror. 

Commentary by Navin Girishankar — December 8, 2025

Navigating a New Energy Investment Paradigm

Fragmentation, volatility, and scarcity are ushering in a pragmatic new normal, in which low-emission energy and fossil fuels can both be attractive. As state intervention intensifies, proactive and coherent policy is needed to align investment flows with strategic objectives.

Report by Ray Cai — November 13, 2025

What’s Next for AGOA?

The African Growth and Opportunity Act, the flagship U.S. trade agreement with Africa, has expired. As Washington debates the bill’s future, its uneven track record offers lessons on how to effectively strengthen U.S.-Africa commercial engagement moving forward.

Commentary by Michael H. Gary and Hugh Grant-Chapman — November 6, 2025

When Business and Politics Collide: Lessons from Nippon Steel

The CSIS Japan Chair examines the dynamics behind Nippon Steel’s acquisition of U.S. Steel and the broader lessons that might be drawn for future investment, government-business relations, U.S. policy, and U.S.-Japan relations. 

Event — October 29, 2025

When a Trade War Becomes a Food Fight

The U.S. agricultural sector is caught in the crossfire of the U.S.-China trade war. As Washington and Beijing escalate tariffs and other retaliatory measures, U.S. farmers are scrambling to find new buyers just as Chinese consumers turn to alternative suppliers.

Commentary by Philip Luck, Hugh Grant-Chapman, and Duc Minh Nguyet (Moon) Nguyen — October 21, 2025