Podcast about the subject Listen on Spotify
Global trends: what to expect in 2025 and beyond
This article presents a forward-looking analysis based on recent news and expert opinions. It is a prediction of the future, not a factual report on events that have already occurred.
Geopolitics and trade: new axes of power
Last week, China consolidated its position as a global technology leader, expanding trade agreements with Brazil and the European Union. The country lifted export restrictions on rare earths and chips, signaling greater openness and stability for international supply chains. 1.
Meanwhile, the United States faces political instability, with deadlocks between the government and Congress. Despite this, American governors are reinforcing environmental commitments during COP30 in Bethlehem, while India plans to triple incentives for the production of rare earth magnets, seeking strategic leadership. 2.
Technology: The Data and AI Revolution
Artificial intelligence continues to dominate innovation discussions. In Asia, banks and fintechs are already integrating machine learning models for portfolio management and compliance, with 80% of large financial institutions planning to increase investments in AI by 2026. 4.
In Brazil, ESG is expected to become standard practice in companies, driven by preparations for COP30. Global investment in ESG is estimated to reach US$53 trillion by the end of 2025. 5.
Economic and social impacts
- The tourism boom is driving growth in Canada, Mexico, and France.
- Stricter rules for stablecoins in Canada should increase transparency in the cryptocurrency market.
- India expands sugar exports and strengthens cooperation in healthcare, reinforcing its role in the global economy.
Challenges and opportunities
Despite the gains, analysts warn of risks of correction in global equity markets, with the possibility of a drop from 10% to 15% in the coming months, due to persistent inflation and high interest rates. 4.
For Brazil, COP30 may be the last real opportunity to generate a credible plan to combat climate change, requiring leadership and international cooperation. 7.
Photo by Basma Alghali on Unsplash
English