Agenda Dialogues AMNC25 Chief Economists Briefing
Jun 24, 2025
Aparna Bharadwaj, a managing director at Boston Consulting Group, shares insights alongside Paul Gruenwald, S&P's global chief economist, Santitarn Sathirathai from Thailand Development Research Institute, and Peking University's Huang Yiping. They dissect the darkening global economic outlook amidst geopolitical tensions, particularly U.S.-China relations. Topics include trade volatility, the shift towards broader economic forecasts, the rise of Southeast Asia, and the intricacies of globalization. Their discussion emphasizes the need for adaptive strategies and local partnerships in this evolving landscape.
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Adapt to Rising Economic Statecraft
- Governments are increasing economic statecraft with incentives, screening, and regulation.
- Businesses must adapt by engaging in policy advocacy and understanding complex regulatory environments.
Embrace Flexibility Amid Market Volatility
- Greater short-term market volatility reflects deeper uncertainty, demanding flexible approaches.
- Avoid fixing on one forecast; balance responding to volatility with long-term transformational thinking.
Markets Influence Trade Policy Moves
- Stock markets play an important role in influencing policy decisions on tariffs and trade.
- Market reactions help policymakers adjust approaches amid trade negotiations.