資本流動・分析担当エディター

David Chen

David Chen focuses on global capital flows and regional investment hotspots. He provides data-driven analysis of emerging market dynamics and private equity movements.

david.chen@globalfdiinsights.com

Bylined articles

Mega Deals Mask Market Cooling: Reshaping the Global M&A Landscape in Q2 2026

In Q2 2026, global M&A transaction volume reached $1.3 trillion, surging 35.3% year-on-year but declining 18.4% quarter-on-quarter. A handful of mega-deals inflated the total, while deal numbers remained flat, signaling an actual market cooldown. Rising interest rates and antitrust easing reshaped deal structures: private equity receded, and strategic buyers took the lead. Industry valuations diverged markedly, with healthcare commanding a premium and energy representing a value trough. This article analyzes the underlying logic and regional differences of this M&A season from the perspective of global capital flows.

Research desk4 min read

Capital Inflow and Retention Imbalance: The Deep Logic Behind India's Net FDI Plunging from $28 Billion to $1 Billion

India's net FDI plummeted from $28 billion to $1 billion in two years, even though total inflows hit a record high of $94.5 billion. This article analyzes the global capital allocation logic behind this trend and its implications for India's long-term economic growth from the perspectives of capital flow structure, profit repatriation, investor exit, and the declining share of manufacturing investment.

Research desk3 min read

Spain: Quietly becoming Europe's most important investment platform

Spain is attracting global multinational corporations to use it as a European operating base, showcasing unique advantages in digital economy, advanced manufacturing, energy transition, and life sciences. This article analyzes why Spain has become a new hotspot for investment in Europe from the perspectives of global capital flows, industrial chain restructuring, and geo-economics.

Research desk4 min read

Why Are the Philippines' Investment Commitments Difficult to Convert into Real Capital: The Marginal Risks in Southeast Asia's Manufacturing Restructuring

The Philippines’ apparent growth in investment commitments masks the structural problem of continued weakening actual foreign capital inflows. As manufacturing investment in Southeast Asia accelerates its reorganization, if the Philippines cannot improve its infrastructure, project implementation, and business environment, it may further lose ground in the latest round of regional supply chain relocation.

Research desk8 min read

Why is the Philippines embracing industrial policy again: moving from dependence-driven growth toward structural upgrading

Against the backdrop of global supply chain restructuring, green transition, and accelerating regional competition, the Philippines’ renewed discussion of industrial policy is not merely the return of an economic management tool, but also an institutional shift in its efforts to achieve manufacturing upgrading, energy security, and higher-quality foreign investment.

Research desk9 min read

Did the surge in revenue and profit in the first-quarter report change the investment logic of China Gold International (TSX:CGG)?

China Gold International Resources announced its first-quarter 2026 results, with both revenue and net profit rising sharply in tandem. This article reviews its performance improvement, operating drivers, valuation divergence, and potential risks, helping readers understand the impact of this quarterly report on the investment narrative.

Research desk4 min read