Global Scans · Trade · Weekly Summary

• [New] Organizers want transformative solutions that optimize production, expand access to essential goods, and unlock Africa's export potential - especially in housing, food, and healthcare. iAfrica.com
• [New] The success of ITER could pave the way for further international cooperation on other global challenges, such as climate change and sustainable development. Visegrad Post
• [New] Record greenhouse gas emissions threaten to exhaust Earth's carbon budget within three years, underscoring the critical need for immediate global action to mitigate climate change. Sustainability Times
• [New] Hong Kong is expected to lead the world in IPOs in 2025 despite uncertainty from geopolitical tensions and trade tariffs. Bangkok Post
• [New] Over the past three years, the Indian automotive industry has demonstrated remarkable resilience by navigating global challenges such as supply chain disruptions, semiconductor shortages and the rapid shift towards electric vehicles (EVs). Autocar Professional
• [New] FSMOne Malaysia expects global financial markets to remain volatile in 2025 but sees selective opportunities in Global Technology, Japan, Singapore and, cautiously, Malaysia. Nabalu News
• [New] The slowdown in the global economy has put downward pressure on the Thai export sector, and so the total value of imports and exports is expected to decline by -0.6% and -1.5% YoY, respectively. Krungsri2020
• [New] With targeted policy reforms and investments, India has the potential to scale its chemical sector to USD 1 trillion and secure 12% of the global chemical value chain by 2040. The Study IAS by Manikant singh
• [New] The global space economy is now worth US$ 630 billion and will grow 9% annually to US$ 1.8 trillion by 2035, double the growth rate of the global economy and faster than semiconductors. Scott Morrison
• [New] By 2027, India is set to become the third-largest global economy, surpassing Japan and Germany, with nominal GDP projected to exceed $6 trillion by 2030.The rupee is expected to remain under pressure amid global uncertainties. NAGA
• [New] A second Trump presidency could add further uncertainty, potentially leading to higher tariffs and trade disruptions that may affect India's export and investment climate. NAGA
• [New] Portfolio flows may face headwinds from global risks, but Indian bond inclusion in global indices could bring inflows in H2 2025.Overall Outlook: INR is projected to be under pressure in 2025 due to weaker capital flows, a widening current account deficit, and global uncertainties. NAGA
• [New] Investments in emerging markets might face challenges given the potential for slower global growth, trade wars between the US and other countries, increasing geopolitical stress and ambitious sustainability agendas. AXA IM UK
• [New] Insurance plays a critical role in the global economy, offering protection against risks and financial uncertainty for individuals, businesses, and governments. Eventbrite
• [New] Mexico is expected to remain a major grain importer as domestic production remains insufficient to meet growing food and feed needs. Scribd
• [New] Economic Dependency: Despite diversification, gas remains 50% of GDP, posing risks if global energy transitions accelerate. MacroNepal
• Global bond markets remain volatile, with rising yields early in 2025 providing selective opportunities, but recent declines warrant a more cautious approach to duration and credit risk. Seeking Alpha
• The US economy is expected to slow further in the second half of the year, pressured by tight financial conditions, increasing delinquency rates, and rising inflation risk amid ongoing trade policy uncertainty and escalating conflict in the Middle East. Krungsri2020
• Global inflation is forecast to decline from 4.5% in 2024 to around 3.6% in 2025, though downside progress remains vulnerable to commodity shocks, trade frictions, foreign exchange volatility and supply constraints. MIT OpenCourseWare
• The imposition of US tariffs along with rising policy uncertainty will constrain the upside for business investment and exports. MIT OpenCourseWare
• Lower goods demand from the U.S. could slow global trade and economic and corporate earnings growth in other countries, which could hurt the performance of international stocks. Schwab Brokerage

Last updated: 07 July 2025