Global Scans · Trade · Weekly Summary

WHAT'S NEXT?: Global trade policies could be upended with a new President in the White House, Brexit, a potential break-up of the European Union and China reacting to these changes in profound ways.

• [New] RCEP drives digital integration and trade efficiency, while U.S. tariff rollbacks boost India's export potential, though risks persist from global financial conditions and policy uncertainties. Ainvest
• [New] Investors are urged to prioritize India and Southeast Asia for capital reallocation, leveraging RCEP benefits and domestic reforms despite risks like U.S. tariffs and uneven FDI performance. Ainvest
• [New] As of today, the EU and Ukraine will benefit from an enhanced, stable, fair and permanent trade framework, with the entry into force of the EU-Ukraine Deep and Comprehensive Free Trade Area. Trade and Economic Security
• [New] The BRICS organization successfully launched a new payment system that will allow 185 countries around the world the ability to conduct trade in Chinese currency and avoid using the US dollar altogether. Cyrus's Newsletter
• [New] The deal between the Bank of Korea and the People's Bank of China will be in place for 5 years and once again allow China and Korea to conduct trade in their respective currencies and avoid the US dollar usage altogether. Cyrus's Newsletter
• [New] The global significance is clear: in the absence of binding multilateral agreements, momentum will increasingly shift toward domestic policy, investor action, and trade-driven climate enforcement. ESG News
• [New] As trade policies and other US federal actions attempt to reshape global critical mineral markets, concerns about the resilience of supply chains for strategic civilian and military technologies will continue to assume a large role in policymaking. Resources for the Future
• [New] As policies affecting trade between the United States and China continue to be unpredictable, concerns abound about the resilience of supply chains for critical minerals. Resources for the Future
• [New] China's dominance in critical minerals and rare earths, combined with recent export controls, has raised risks for strategic EU sectors such as automotive, defence, energy technology, and AI infrastructure. CEPR
• [New] Countries near the war zone tended to have tighter trade links with Russia and Ukraine, making them more exposed to sanctions and supply disruptions. CEPR
• [New] President Trump's decision to roll back 40% tariffs on Brazilian agricultural products eased inflation pressure but introduced fresh policy uncertainty ahead of 2026. investing.com
• [New] Following a strong start to the year - supported by inventory build-ups among US firms - both global growth and trade are now showing the expected signs of cooling, particularly in world trade. BMWI
• [New] As shown in the With Most Tariffs Absorbed, Time for AI to Drive Margins Higher, S&P 500 operating margin forecasts are expected to exceed 17.5% within a year's time, largely on the back of big tech names. Summit Financial
• [New] This year, despite tariff costs coming through, the consensus S&P 500 EPS estimate for 2026 has fallen just 1%. / USA Summit Financial
• [New] Changes in U.S. trade policy, particularly with a new administration, could reshape global markets, with potential tariffs impacting U.S. agricultural exports. Statesman-Examiner
• [New] The Congressional Budget Office has lowered its projection of how much President Donald Trump's tariff increases will reduce US budget deficits over the next decade. The Times Of India
• [New] President Donald Trump's aggressive tariffs program will cut the national deficit by $3 trillion over the next decade, $1 trillion less than expected. Yahoo News Canada
• [New] Steel, aluminium and cement making their way from India to the EU will be slapped with tariffs of 20-35% under the Carbon Border Adjustment Mechanism, despite the EU-India FTA. Global Policy Journal
• [New] Several planned tariff increases were postponed into 2026, giving importers short-term breathing room. / China Dedola Global Logistics
• [New] U.S. factory activity slowed to a four-month low in November as higher prices because of tariffs on imports restrained demand, leading to a piling up of unsold goods that could hinder growth in the overall economy. Economic Times
• [New] Once concluded, DEFA will unlock USD 2 trillion in digital economic value by 2030, advancing cross-border data flows, digital trade facilitation, and the responsible deployment of emerging technologies. Antara

Last updated: 27 November 2025