> **来源：[研报客](https://pc.yanbaoke.cn)** # 2026 FDI Confidence Index® Summary ## Core Content The 2026 FDI Confidence Index® highlights a global shift in investment strategies, driven by geopolitical tensions, industrial policies, and the accelerating importance of technological innovation. Despite uncertainties, a strong majority of investors remain optimistic about increasing their foreign direct investment (FDI) over the next three years. ## Main Points ### 1. **Global Investment Trends** - The global business community is recalibrating its investment approach, prioritizing innovation and production hubs over traditional safe bets. - FDI flows are becoming more concentrated in developing Asia and nearshoring markets, reflecting a broader realignment of capital. - **Asia** now holds the largest share of ranked markets for the first time in over a decade, with **10 out of the top 25** markets located in the region. ### 2. **Top-Ranked Markets** - The **United States** remains the top-ranked investment destination for the 14th consecutive year, though its score and optimism have declined. - **Canada** retains second place, with a notable rise in its score and strong investor sentiment. - **Japan** and **China** rise to third and fourth, respectively, reflecting their growing appeal due to innovation and economic performance. - **Middle powers** such as **Singapore** and **Saudi Arabia** make significant gains, entering the top 10 for the first time. ### 3. **Key Drivers of Investment** - **Technological and innovation capabilities** are now the most important factor influencing FDI decisions, surpassing economic performance and regulatory efficiency. - **AI and digital infrastructure** are key areas of investment, with record FDI in data centers. - **Natural resources** remain a strong draw for some markets, particularly South Africa and Brazil. ### 4. **Investor Sentiment and Risks** - Despite rising geopolitical tensions and political instability in developed markets, **88% of investors** plan to increase their FDI in the next three years. - The **most likely risks** identified by investors include rising geopolitical tensions, commodity price volatility, and political instability in advanced economies. - Investors are **diversifying geographically** and using **scenario planning and strategic foresight** to manage risks associated with industrial policies and trade regulations. ### 5. **Industrial Policy Impact** - Industrial policies are becoming a central consideration for investors, with **84%** viewing them as "extremely" or "very" important. - **Infrastructure development, tax incentives, and subsidies** are seen as the most effective tools of industrial policy. - Investors are **confident in managing industrial policy-related compliance and regulatory risks**, with **86%** expressing high confidence. ## Key Markets and Their Rankings | Rank | Market | Score | |------|--------|-------| | 1 | United States | 2.2431 | | 2 | Canada | 2.1373 | | 3 | Japan | 2.134 | | 4 | China (including Hong Kong) | 2.1097 | | 5 | Germany | 2.1056 | | 6 | United Kingdom | 2.0748 | | 7 | France | 2.0249 | | 8 | Singapore | 1.9679 | | 9 | United Arab Emirates | 1.9678 | | 10 | Saudi Arabia | 1.9665 | ## Emerging Markets Index - **China, UAE, and Saudi Arabia** lead the Emerging Markets Index for the third consecutive year. - **Thailand** and **Malaysia** show significant gains, attributed to **China+1 supply chain diversification**. - **India** and **Vietnam** also rise in the rankings, with **India's labor pool** and **Vietnam's semiconductor ambitions** being key factors. - **South Africa** and **Hungary** see declines due to **mining sector contraction** and **falling FDI inflows**, respectively. ## Net Optimism Rankings - **United Arab Emirates (42%)**, **Japan (41%)**, and **Canada (39%)** show the highest net optimism for the three-year economic outlook. - The **United States (26%)** and **New Zealand (0%)** see declines in optimism, reflecting concerns over **geopolitical uncertainty** and **economic headwinds**. - **Taiwan (China)** experiences a **20-point increase** in optimism to **37%**, driven by **economic recovery** and **tech-driven growth**. ## Conclusion The 2026 FDI Confidence Index® illustrates a **world in flux**, where investors are **strategically realigning** their capital toward markets that offer **innovation capacity, geopolitical stability, and economic resilience**. While the U.S. remains the top destination, **Asia’s growing influence** and **middle powers’ appeal** are reshaping the global investment landscape. The rise of **industrial policy** and the **increased focus on technology** signal a new era of **selective, forward-looking investment** in an increasingly **multipolar and uncertain** world.