Cross-border Tax Talks The Great Economic Reordering: What’s Next for Global Markets?
Mar 20, 2025
Dr. Alexis Crow, Partner and Chief Economist at PwC US and former London School of Economics instructor, joins Doug McHoney for an insightful discussion. They analyze the impact of recent tariffs on global trade and the strains on U.S. consumers and businesses amid rising inflation. The conversation explores China’s economic resilience and India's manufacturing growth, alongside shifts in Europe and Latin America. They emphasize how multinationals should prepare for changes in tax policy and the broader economic landscape.
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India Grows, Vietnam Delivers Manufacturing Wins
- India will grow manufacturing but won't replicate China's scale or model.
- Vietnam stands out as a high-productivity alternative sitting between the U.S. and China.
Gulf States As Regional Growth Hubs
- The UAE and Saudi act as regional growth hubs and FDI magnets despite regional conflicts.
- Their sector-focus (AI, tourism, financial services) makes them lily pads for firms entering adjacent markets.
Europe Eyes Strategic Consolidation
- Europe is stabilizing with pockets of growth and talk of deeper integration like customs cooperation.
- Fiscal constraints remain, but infrastructure and defense spending could spur activity.