... with emerging markets, such as India, Latin American countries, and Africa, to compensate for losses in exports to the US and China. This would create additional business opportunities and reduce reliance on the economies of the two giants. Supporting ... ... boosting domestic demand, such as infrastructure, innovative technologies, and sustainable development. This would help maintain economic growth and cushion the blow from potential export declines. Stimulating Production Within the EU: Support programs for European ...

... chips, such as NVIDIA, AMD, and other sector leaders, may face a loss of market share. Economic and Geopolitical Risks The potential success of DeepSeek poses a threat not... ... Increased competition in the AI sector, potentially leading to lower margins and slower growth rates for American firms. A reevaluation of investment strategies in the technology... ... achieving the number one spot on the App Store in the US, UK, UAE, Japan, South Korea, and China. What can DeepSeek V3 do? Multitasking: DeepSeek V3 demonstrates a high level...

... companies, although the government is carefully monitoring to ensure that tariff policy does not drive overall inflation or impede economic growth. Geopolitics and Energy Resource Trade: Restructuring Global Flows Geopolitical factors continue to significantly impact ... ... redistribution of oil, gas, and coal flows among regions. A notable event is the sharp reduction in energy trade between the U.S. and China amid escalating tensions. In June 2025, China did not purchase oil, LNG, or coal from the U.S. for the first time in nearly ...

... companies, although the government carefully monitors to ensure that tariff policy does not accelerate overall inflation or hinder economic growth. Geopolitics and Energy Resource Trade: Restructuring Global Flows Geopolitical factors continue to exert significant influence ... ... reallocation of oil, gas, and coal flows between regions. A notable event is the sharp reduction in energy trade between the U.S. and China amid escalating relations. In June 2025, China did not purchase oil, LNG, or coal from the U.S. for the first time in nearly ...

... dip in bond yields and a strengthening of the euro. The DAX, CAC40, and FTSE100 indices gained slightly over the week – the easing of tariff risks has offset the impact of high rates and weak external demand. Asia: Stimulus in China and Sustained Growth in India Asian markets are showing mixed dynamics, reflecting the contradictions between internal issues and an improving external backdrop. In China, signs of economic slowdown are evident: the industrial PMI in July fell below 50 again (to about 49.5), signaling a contraction in manufacturing activity for the second consecutive month. Weak external demand and cautious consumption are hindering industry. In ...