Value Partners Group’s Post

The ongoing trade tensions between the United States and China have created a climate of uncertainty for investors. This situation makes it essential for individuals to protect their portfolios against potential risks associated with the tariff plan proposed by the current administration. Experts in the field emphasize the importance of adopting effective portfolio diversification strategies […]

https://lnkd.in/drPU9hJa US trade and industrial policy view of external balances is incomplete at best and should be replaced with a macro view.

The ongoing trade tensions between the United States and China have created a climate of uncertainty for investors. This situation makes it essential for individuals to protect their portfolios against potential risks associated with the tariff plan proposed by the current administration. Experts in the field emphasize the importance of adopting effective portfolio diversification strategies […]

🚀 Navigating Global Trade Dynamics: Insights from the 2024 International Chamber of Commerce Trade Register Report🌍 I am excited to share key findings from the recently released 2024 ICC Trade Register Report, which provides an in-depth analysis of the current state and future forecasts of global trade finance. Key Takeaways: 1. Resilience Amid Challenges: Trade finance products maintained a low risk profile despite a turbulent 2023 that was characterized by geopolitical tensions and declining demand. The report indicates that default rates across major trade finance instruments remain impressively low, reaffirming the stability of this asset class. 2. Growth Projections: Looking ahead, the forecast for global goods trade is optimistic, with a projected CAGR of 4.8% for nominal terms and 2.9% in real terms over the next decade. The recovery in important markets and the growing significance of services trade, which increased by 8% in 2023, are the main drivers of this growth. 3. Shifting Trade Corridors: The report highlights a significant reorientation of trade patterns, particularly between the U.S. and China, where trade has decreased due to rising tensions and shifting alliances. In contrast, trade within regional blocs is becoming increasingly important, with countries like Mexico and ASEAN nations taking center stage. 4. Innovation in Finance: The report emphasizes the critical role of data in shaping trade finance practices and regulatory approaches. As the regulatory landscape evolves, banks and financial institutions must leverage data-driven insights to navigate emerging regulations effectively. 5. Sustainability and Digital Transformation: The shift towards sustainability in trade finance is gaining momentum. Additionally, the ongoing digitization of trade processes is expected to enhance efficiency and transparency, paving the way for innovations in trade finance solutions. As we look to the future, it is clear that while challenges remain, opportunities for growth and innovation abound in the trade finance sector. Let’s harness these insights to drive sustainable practices and ensure a resilient global trade environment! 📊 For a deeper dive into the findings and methodologies, I encourage you to read the full report here: https://lnkd.in/dqDEujqH. s Ayhan Köseoğlu Bob Gravestijn Venu Borra Chris Sunderman Sami Bousri Jose Gonzalez Erik Valiquette, CCLP Subra Shankhar #TradeFinance #GlobalTrade #Sustainability #Innovation #ICC #TradeRegister #FinancialServices

🌍 *Mastering Global Trade with Dataversee.Inc!* 🌍 *In 2024, the global trade landscape was fraught with challenges—diverse regulations, currency fluctuations, and shifting market dynamics.* 🚀 *Enter DataverseeInc.com*, the guiding star for businesses navigating these complex waters. Imagine a mid-sized company, struggling to expand due to the maze of international regulations and currency risks. With Dataversee.Inc’s expert support, they turned their fortunes around. Our strategies helped them comply with global trade laws, manage currency risks, and stay ahead with real-time market insights. 📜 *Navigating Regulations*: Our expert guidance ensures you comply with diverse trade laws, wherever you operate. 💱 *Mitigating Currency Risks*: Advanced financial tools help protect your bottom line from exchange rate fluctuations. 📊 *Leveraging Market Insights*: Stay informed with up-to-date market intelligence and trend analysis. 🤝 *Building Robust Networks*: Connect with verified global buyers and suppliers for smooth transactions. By the end of the year, this company doubled its revenue and entered new markets, all thanks to Dataversee.Inc’s innovative solutions and expert support. We believe in turning challenges into opportunities and ensuring your business thrives on the global stage. *Ready to conquer the global trade landscape?* Connect with DataverseeInc.com and let’s transform your trade strategy together! 9711279139

What could a second Trump administration mean for Latin American economies? If the first mandate is anything to go by, we can anticipate that protectionist policies will once again fracture global supply chains, stifle growth, and drive up borrowing costs. But disruption can mean also opportunity for Latin American economies. They can capitalize on these results by diversifying trade, attracting nearshoring investment, and doubling down on sustainable commodities to meet global demand.

Today's Financial Times Big Read examines India's trade policy towards China. Notes India's imposes many trade distortions anyway. Still, as Global Trade Alert data below shows, China has been targeted more since 2020. Of course, counts of policy intervention aren't the only way to measure trade policy stance. But don't forget that this is the metric introduced and used by leading international organisations that track trade and investment policies since the Global Financial Crisis. Benchmarking a country's trade policy stance towards a trading partner against that of the rest of the world is smart--helps differentiate between greater resort to protectionism in general and potential targeting of a particular trading partner. At a time of big power competition, these comparisons help put bilateral trade policy stance in perspective, which is vital for dispassionate analysis. Getting the data to do so is easy via the Data Centre at the Global Trade Alert website, www.globaltradealert.org. The 2024 data in the chart is the annualised estimated total given 220 days have passed this year. The dip in 2024 is not unusual given the time it takes governments to report their policy intervention and for GTA to carefully check and process this information. Nevertheless, the upward trend is pretty clear. Global Trade Alert Bryce Baschuk André Brotto Fernando Martín Johannes Fritz Ana Elena Sancho Calvino Tommaso Giardini IMD Brendon Hanley Delia Fischer [she/her] Mark Greeven Misiek Piskorski Howard Yu Christos Cabolis Chuin Wei Yap Deborah Elms Mia Mikic Peter Draper Chris Kay John Reed David Bach Niccolò Pisani Jason Douglas Brendan Murray

Here are some recent updates related to global trade and the trade life cycle: 1.Global Trade Rebound in 2024: - The latest Global Trade Update from the United Nations Conference on Trade and Development (UNCTAD) indicates that global trade is set to rebound in 2024 after several quarters of decline. Initial figures suggest a $1 trillion contraction in global trade last year, primarily driven by lower demand in developed economies and weaker trade in East Asia and Latin America. However, data for the first quarter of 2024 shows improvements, with rising demand for environmental goods (such as electric vehicles) and an improved global economic outlook expected to bolster trade this year. Geopolitical tensions and potential supply chain disruptions remain as concerns. 2.EU Supply Chain Due Diligence Law: - Starting in 2029, companies in Europe will need to prove that they are taking action to protect the environment and human rights throughout their supply chain. The corporate sustainability due diligence directive (CSDDD) has received backing from a majority of European governments. It requires companies to identify compliance and implementation strategies, establish due diligence policies, and cooperate with each other through a European Network of Supervisory Authorities. Non-compliance penalties, including fines of up to 5% of a company's net worldwide turnover, can be imposed. 3.Emerging Trends in the Trade Life Cycle: - In recent years, the trade life cycle has witnessed significant changes driven by emerging trends and evolving regulatory requirements. These developments have posed strong challenges to traditional technology, promoting the need for a more robust and flexible trade life cycle. 4.Technology and the Trade Lifecycle: - Technology has significantly impacted the trade lifecycle. From data storage and communication to digital banking, every element has influenced the modern market. Today, a single trade can be executed globally in the blink of an eye. However, staying adaptable to emerging trends remains crucial for navigating the complex trade landscape. Remember that trade patterns are subject to constant change due to economic, political, and environmental forces. The COVID-19 pandemic has also reshaped global trade networks, emphasizing the importance of agility and adaptability in the trade industry. 🌐🌍 #TradeLifecycle

If trade were strictly governed by textbooks or mathematical equations, countries worldwide would have replicated the same strategies long ago. However, the reality is that trade dynamics and governance policies are far from static, often defying fixed patterns due to the complex involvement of numerous stakeholders. The multifaceted nature of global trade presents challenges that require adaptability and strategic maneuvering. Moreover, opportunities in the market are transient and dynamic, demanding swift action and a proactive approach. In this ever-evolving landscape, countries must remain agile, continually assessing and adjusting their trade policies to seize fleeting opportunities and navigate the complexities of the global marketplace effectively. #Trade #Investment #Manufacturing https://lnkd.in/dbKjkUH5