This edition of EY’s Geostrategic Analysis examines India’s “multialignment strategy,” which aims to diversify economic relations and enhance investment opportunities, through strengthened ties with a variety of with different countries around the world. It also highlights the growing significance of artificial intelligence (AI) infrastructure investments globally, with a focus on the impact of restrictive trade and investment policies on innovation.
Additionally, this edition addresses the political shifts in Germany following recent elections, the potential implications of Canada’s upcoming federal elections on North American trade relations, and the policy priorities highlighted at China’s “Two Sessions.” The indicator of the month models the impact of a US blanket tariffs scenario, which could lead to significant changes in global production dynamics across sectors.
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