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Trends shaping the future: a forecast for the coming months.
This article presents forecasts and analyses of future trends; it is not news about a specific event.
The week of November 10, 2025, reinforces a scenario that has been taking shape: artificial intelligence and sustainability (ESG) are consolidating as the two pillars that will define the global economy in the coming years. While China expands its technological leadership with massive investments in chips and AI, and global markets face corrections of up to 15%, Brazil is strategically positioned to host COP30.
China redefines the tech game.
The last few days confirm what analysts had already predicted: China not only competes, but leads the race for technological self-sufficiency. The resumption of exports of metals and chips, combined with robust investments in artificial intelligence, signals a reconfiguration of global production chains[1][2].
The direct impact is clear: Western companies will face increasing pressure from Chinese competitors in technology. Over the next 12 to 24 months, China is expected to consolidate its position as a powerhouse in open AI, challenging the United States' dominance in language models and cloud computing.
For Brazil, this means opportunities in strategic partnerships, but also risks of competitive disadvantage if it does not invest in local innovation.
AI is no longer the future: it's the present.
Recent data shows that 80% of large Asian financial institutions plan to increase investments in AI by 2026[4]. This is not an isolated number: it reflects a global trend of accelerated adoption of machine learning for portfolio analysis, risk management and regulatory compliance.
The forecast for the next 18 months is for an explosion of practical AI applications in sectors such as:
- Finance and banking (compliance and trading automation)
- Health (diagnostics and research)
- Manufacturing (optimization of production chains)
- Retail (customization and logistics)
Brazil, although lagging behind in this race, is beginning to wake up. Events such as the MSP Summit Roadshow 2025 bring global IT trends closer to local realities, signaling that the domestic market is paying attention[9].
ESG is no longer a trend, it's becoming a requirement.
As COP30 approaches, global investment in ESG is expected to reach US$ 53 trillion by 2025[5]. This is not an optimistic forecast: it is a reality in the making. Brazilian companies are already starting to produce detailed sustainability reports, and experts indicate that this will soon become a mandatory standard.
For the next 24 months, the following is expected:
- Stricter regulations on environmental impact disclosure.
- Pressure from institutional investors for ESG compliance.
- Integrating sustainability metrics into credit assessments.
- Increase in ESG funds with more stringent criteria.
Brazil, as host of COP30, will have an amplified responsibility to demonstrate a real commitment to climate goals.
Financial markets in controlled turbulence.
Morgan Stanley analysts warn of a possible 10 to 15% correction in global equity markets[4]. This scenario is not catastrophic, but it signals caution. The combination of persistent inflation and high interest rates creates an environment of uncertainty.
The forecast points to consolidation: more conservative investors, greater demand for alternative assets and blockchain, and growth of digital investment platforms, especially in Asia[4].
Geopolitics redefines bilateral trade.
Tensions between the US and Venezuela, China's strategic partnerships with Brazil and the European Union, and the expansion of Asian trade indicate that the coming months will be marked by geopolitical realignments[1][2]. This will directly affect supply chains, import costs, and export opportunities.
For Brazilian companies, the window to strengthen partnerships with Asian and European markets is now.
What to expect by the end of 2025
Consolidation of AI in business operations; stricter regulations on ESG and cryptography; possible stabilization of markets after corrections; advances in green technology and renewable energy; and greater integration of emerging economies into global production chains.
Brazil is at a turning point: it can use COP30 to reinforce its position as a leader in sustainability, or it can fall behind in the race for technological innovation. The choice, and the timing, are critical.
Photo by Growtika on Unsplash
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