... to diversification of supply chains. Countries like India, with lower dependency on exports to the U.S., may benefit from the global trade realignment. Stability of the U.S. Dollar: The strength of the U.S. dollar is projected to persist, driven by a robust ... ... particularly the Mexican peso and Brazilian real, are expected to face significant pressure. Outlook for Major Economies United States: GDP Growth: 2.0% in 2025 (down from 2.7% in 2024). Inflation: 2.6% in 2025. Policy: Ongoing tax cuts and encouragement of domestic investments. Eurozone: ...

... Indicator – the ratio of the total market capitalization of U.S. stocks to the country's GDP – continues to break historical records. Its current value exceeds historical... ... hikes, and expectations of rate cuts make stocks more attractive compared to bonds. Globalization of business. Large U.S. companies derive a significant portion of their... ... dynamics are influenced not only by economic indicators but also by political factors. In 2025, investors' attention is focused on the actions of the Donald Trump administration...

... approximate number of active unicorns and a brief overview of each country's investment climate: Country Number of Unicorns (≈2025) Investment Conditions and Features United States (USA) 702 Global leader: largest venture capital, vast domestic market, top hubs (Silicon Valley, New York), developed startup infrastructure.... ... the highest number of unicorns per capita. A tiny domestic market compensates with export orientation. Strong R&D (4–5% of GDP), support from the military and state funds, inflow of foreign capital. Focus on cybersecurity, SaaS, semiconductors. Low ...

... corporate profit recovery. Commentary: Wednesday is likely to be the central day of the week. Investors will be flooded with data: GDP figures on both sides of the Atlantic will reveal the actual growth rate of the economies, while the Fed's decision in the ... ... regarding demand dynamics in technology and advertising will particularly influence stocks across the sector. Thursday, July 31, 2025 Major Economic Events: 03:00 (China): Official Manufacturing PMI index NBS for July. The status of China's manufacturing sector is crucial for global commodity markets and Asian currencies. 07:00 (Japan): Bank of Japan rate decision and monetary policy press release. An ...

... goods to the markets of developing countries, linking this to the task of supporting global food security. Thus, the key external economic message from the speech is that... .... Conclusion: Key Considerations for Investors Vladimir Putin's speech at the SPIEF 2025 demonstrated the Russian leadership's confidence in the economy's resilience and... ... attention to the following points: Macroeconomic Stability: The government aims to keep GDP growth and reduce inflation. Historically low unemployment and record poverty reduction...