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Jose Caballero

Senior Economist, IMD World Competitiveness Center, International Institute for Management Development (IMD)
Dr José Caballero leads the IMD World Competitiveness Center’s research team in the development and implementation of new models of assessing competitiveness. His research interests focus on the sources of the competitiveness of countries and, more specifically, on the competitiveness of enterprises.

José is an expert on the political economy of Latin America and has taught at the University of Warwick (UK) and the University of the West of England (Bristol, UK). He holds a PhD (Politics and International Studies) from the University of Warwick and an MA (Social Science: Government) from Harvard University.

China Crisis Series

China’s doom loop: a dramatically smaller (and older) population could create a devastating global slowdown

Feb 14, 2024 02:45 am UTC| Insights & Views Economy

China has announced that in 2023 its population declined from 1.4118 to 1.4097 billion people. Forecasting by the UN suggests Chinas population will dip to 1.313 billion by 2050 and then down to about 800 million by 2100....

Climate Change Series

Global Geopolitics Series

Global triggers: why these five big issues could cause significant problems in 2024

Jan 04, 2024 04:55 am UTC| Insights & Views Economy

The tensions between the US and China made the global economy shudder in 2023. The ramifications of the Ukrainian war echoed beyond the countrys border. In Africa, the coup détat in Niger and Gabon contributed to...

Global Geopolitics Series

China: why Beijing has decided this is the year to 'unify' with Taiwan

Oct 11, 2023 04:16 am UTC| Politics

The likelihood of China using military force to reunify Taiwan is growing. Some believe the Chinese government could use military action to distract its population from troubles at home after Chinas economic growth fell...

Why the west needs to offer Brazil, India and South Africa a new deal

May 17, 2023 07:52 am UTC| Politics

The unwillingness of some countries to back the wests position on Ukraine is a wake-up call. Western leaders must now determine what they can offer to powerful states including Brazil, India and South Africa to keep them...

Why democratic countries around the world are not prepared to support Ukraine – and some are shifting closer to Russia

Apr 14, 2023 14:24 pm UTC| Insights & Views Politics

After over a year of the Ukraine war, efforts at building a global consensus against Russia seem to have stalled, with many countries opting for neutrality. The number of countries condemning Russia has declined,...

Global Geopolitics Series

China’s latest diplomatic move will extends its trade, energy, financial and maritime power

Mar 28, 2023 14:24 pm UTC| Insights & Views

Chinas billions of dollars in global investments and infrastructure projects seem to be paying off politically and economically. Just recently, Honduras signalled it is set to cut diplomatic ties with Taiwan, having...

Global Geopolitics Series

China is extending its dealings with the Taliban as it increases its superpower status

Feb 05, 2023 04:28 am UTC| Politics

China is one of the few countries that is committed to expanding its dealings with the Taliban government in Afghanistan, where it hopes to expand its use of the vast natural resources while also improving its own...

Economy

Asian Currencies Hold Steady Amid Iran Peace Talks and BOJ Rate Hike Uncertainty

Asian currencies traded in a narrow range on Friday as investors remained cautious ahead of further U.S.-Iran peace negotiations, while the Japanese yen slipped after the Bank of Japans governor signaled little urgency to...

South Korea's Capital Markets Rebound as Foreign Investors Return

South Koreas financial markets are staging a powerful comeback, drawing foreign investors back after a turbulent March that saw billions in capital flee. A combination of easing Middle East tensions, surging demand for AI...

U.S. and Philippines to Build 4,000-Acre Tech Hub Under Pax Silica Initiative

The United States and the Philippines are set to develop a massive 4,000-acre (1,620 hectares) industrial hub as part of a growing Washington-led effort to secure global AI and semiconductor supply chains. The announcement...

Singapore's Non-Oil Domestic Exports Surge 15.3% in March 2026 on AI Demand

Singapores non-oil domestic exports (NODX) posted a remarkable 15.3% year-on-year increase in March 2026, marking the seventh consecutive month of growth, according to Enterprise Singapore. The strong performance was...

Japan Eyes Private Credit as Key Pillar in New Financial Strategy

Japans financial regulator is positioning private credit as a cornerstone of its emerging national financial strategy, responding to surging corporate funding demand driven by record-breaking merger and acquisition...

Politics

House Republicans Near Deal on FISA Extension with Limited Reforms

Republican House leadership is reportedly moving closer to reaching an agreement on extending the Foreign Intelligence Surveillance Act (FISA), with a package of modest reforms attached. According to Politico, four...

Ukraine's Svyrydenko Returns from U.S. With Renewed Support and Diplomatic Momentum

Ukrainian Prime Minister Yulia Svyrydenko wrapped up a productive two-day visit to Washington, D.C., expressing confidence in U.S. support following high-level talks with Treasury Secretary Scott Bessent and other senior...

South Korea Denies U.S. Intelligence Restrictions Over North Korea Nuclear Site Disclosure

South Koreas Unification Ministry pushed back Friday against reports that Washington had expressed displeasure and threatened to limit intelligence sharing after a South Korean minister publicly identified a previously...

China Navigates Diplomatic Tightrope Between Iran Peace Efforts and Trump Summit

China is intensifying its push to end the Iran war while carefully balancing its relationship with Tehran ahead of a pivotal summit between President Xi Jinping and U.S. President Donald Trump scheduled for mid-May. As the...

Myanmar Grants Amnesty to Over 4,000 Prisoners Under New President Min Aung Hlaing

Myanmars newly elected President Min Aung Hlaing has approved the release of 4,335 prisoners, according to state broadcaster MRTV, marking the third amnesty issued in the country within six months. The announcement did not...

Science

China vs. NASA: The New Moon Race and What's at Stake by 2030

The space race is back and this time, its a direct competition between the United States and China for dominance on the lunar surface. NASAs Artemis II mission recently made history when four astronauts flew farther into...

NASA Artemis II: First Crewed Moon Mission Since Apollo Takes Four Astronauts on 10-Day Lunar Journey

NASAs Artemis II mission launched Wednesday, marking humanitys return to crewed lunar exploration for the first time since the Apollo era. Carrying four astronauts aboard the Orion spacecraft, this historic 10-day mission...

NASA's Artemis II Mission: First Crewed Lunar Journey Since Apollo

NASA's Artemis II Crew Arrives in Florida for Historic Moon Mission

The four astronauts chosen for NASAs Artemis II mission have touched down at Kennedy Space Center in Florida, marking the beginning of final launch preparations for the first crewed lunar journey in over 50 years. NASA...

SpaceX Pivots Toward Moon City as Musk Reframes Long-Term Space Vision

SpaceX CEO Elon Musk has revealed a significant shift in the companys near-term space exploration strategy, announcing that SpaceX is now prioritizing the development of a self-growing city on the Moon rather than focusing...

Technology

OpenAI's $20 Billion Cerebras Deal Signals Massive AI Infrastructure Push

OpenAI is reportedly set to spend over $20 billion with AI chip startup Cerebras over the next three years, marking a significant expansion of an already substantial computing partnership. According to The Information, the...

Tesla's Terafab: AI Chip Factory Eyes Taiwan's Semiconductor Talent

Tesla is actively recruiting semiconductor engineers in Taiwan for its ambitious Terafab project a fully vertically integrated AI chip manufacturing facility that aims to consolidate logic, memory, packaging, testing, and...

Japan to Subsidize Sony's Image Sensor Plant in Kumamoto with $380 Million

The Japanese government has announced plans to provide Sony with subsidies of up to 60 billion yen, equivalent to approximately $380 million, to support the construction of an image sensor manufacturing facility in...

NiSource Signs Long-Term Energy Deals with Alphabet and Amazon to Power Indiana Data Centers

NiSource, a U.S. utility company, has secured a long-term energy supply agreement with an Alphabet subsidiary to power a major data center in northern Indiana. The announcement also included an expanded partnership with...

TSMC Posts Record Q1 Profit Fueled by AI Chip Demand

Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the worlds largest contract chipmaker, delivered a record-breaking first-quarter profit in 2026, surpassing analyst expectations as artificial intelligence continues...