Adriana Carmona’s Post

The recent election results have sparked global conversations, but one key area of focus for us is the positive impact they could have on the UK markets. As the new administration in the United States prepares to take the helm, analysts and business leaders are optimistic about renewed transatlantic collaboration and the potential for economic benefits. The US and UK share a longstanding and deeply intertwined relationship, and any shift that enhances economic stability or growth in the US often carries over to the UK. From the perspective of trade, investment, and financial markets, stronger ties and aligned economic priorities can pave the way for mutual prosperity. We could look forward to benefits such as: Increased trade opportunities: Strengthened US-UK trade agreements could foster greater market access for British businesses. Financial market stability: Positive market sentiment in the US may buoy UK equities, as investor confidence tends to ripple across the Atlantic. Bilateral investments: With new momentum in diplomatic relations, we might expect a rise in cross-border investments that stimulate both economies. While there’s always an element of uncertainty when it comes to change, the overall outlook is promising for key sectors, including finance, tech, and green energy. Let’s stay tuned and watch for strategic opportunities that these developments may unlock for businesses in the UK. How do you think the election outcome will impact your industry or investments? Share your thoughts below—I’m eager to hear your perspectives? #UKMarkets #USElections #EconomicOutlook #TradeRelations #InvestmentOpportunities #EIS

🇪🇺 The future of Europe’s prosperity is in our own hands! That was the conclusion of IMD’s CEO Roundtable, which brought together 75 CEOs, senior board members, and policymakers. Taking place just two days after Donald Trump’s election victory, participants were clear-eyed about the fork in the road that lies ahead. One path will see Europe’s global standing further diminished as Trump’s tariffs, expected climate change U-turn, and weakened commitment to European security destabilize the continent’s politics, economy, and business. The alternative path forward is marked by bold reforms as European leaders comprehend Trump’s election as an urgent call to action. This means reenergizing growth by (1) lowering the price of energy while accelerating the energy transition, (2) achieving a capital markets union, (3) investing in Europe’s defense and defense industry, and (4) leveraging Europe’s talent and proven innovation potential. Above all, it means speaking with one voice and putting Europe’s collective interests first. Or, as Italian Prime Minister Giorgia Meloni put it last week, “Don’t ask what the U.S. can do for you, ask what Europe should do for itself.” Judging from the sentiment in the room, Europe’s business leaders are clear about what is needed now and ready to step up. #imdimpact

GPC's Sign of the Times, April2024 The End of Yesterday, The Future is Well Underway This year will see over 80 countries, representing half the world’s population, invite voters to choose their leaders. Eight of the ten most populous countries in the world – Bangladesh, Brazil, India, Indonesia, Mexico, Pakistan, Russia, and the United States – will see nearly four billion people vote. In the West, National Populists are standing on the promise to voters that they can reverse the wrongs of the world by stopping the future. Their policies aim to stop the flows of people, investment, technology, clean energy and geopolitical power. They offer old fashioned societies and manufacturing jobs and oil and gas guzzling lives. They assert that somehow, they can make their nations great by going back to the past. However, the data shows that this era is long past, and whatever changes can be made, will be at the margins, and to the detriment of the people. Politicians in the East, populists and mainstream contenders, while many still prone to playing cultural differences, recognise the future is an opportunity and generally stand on platforms offering development. To understand the nature of the change, data on the key dimensions of yesterday's civilization, how these relate to the emerging one, and the implications for global flows need to be examined, directionally at the least. This month’s Sign of the Times draws on the work of the Capital as a Force for Good report and examines very briefly the data to see what happened to yesterday and what is happening today and what it might mean for the future. Read the full Sign here: https://lnkd.in/emDGs5M9 #gpcsignofthetimes #elections #capitalasaforceforgood

The U.S. election results could reshape Southeast Asia's economy. Find out what this means for businesses and leaders in the region! https://lnkd.in/g9u_Fd2Q Visit www.theleap.id for daily insights from across key industries, where key players connect! #USElection #SEAEconomy

The #US #election is upon us! You know when you were a child, it was mid-December🎄, and you were excited for each sleep as it was then one less to wait until the big day 🎅 . Well, the last few days have felt a bit like the opposite of that... The results of the vote will undoubtably have big implications for #Asia. A #Trump #presidency would be disruptive to the trade and global growth on which this region depends. (For more on how we've reflected this in our forecasts, see here: https://lnkd.in/g6U7Tr9g) But among the inevitable furor, it's important to keep perspective. Businesses, investors and governments shouldn’t lose sight of the big underlying #macroeconomic #forces driving the region. How consumers bounce back after a period of high inflation and interest rates, and how technological change continues to drive demand for Asia’s exports, will arguably be felt more in bottom lines, market prices and fiscal revenues, than the breathless event cycle of #politics and #geopolitics.

🏎️ 𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐆𝐥𝐨𝐛𝐚𝐥 𝐄𝐥𝐞𝐜𝐭𝐢𝐨𝐧 𝐋𝐚𝐧𝐝𝐬𝐜𝐚𝐩𝐞: 𝐈𝐦𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 𝐒𝐌𝐁 𝐎𝐰𝐧𝐞𝐫𝐬 As we approach a pivotal year with major national elections scheduled across the globe, small and medium-sized business (SMB) owners must be vigilant and prepared for potential economic shifts. From the United States and India to the United Kingdom and South Africa, the political outcomes will undoubtedly influence business confidence and economic policies. 🏎️ 𝐀𝐲𝐫𝐭𝐨𝐧 𝐒𝐞𝐧𝐧𝐚 famously said, "𝘠𝘰𝘶 𝘤𝘢𝘯𝘯𝘰𝘵 𝘰𝘷𝘦𝘳𝘵𝘢𝘬𝘦 15 𝘤𝘢𝘳𝘴 𝘪𝘯 𝘵𝘩𝘦 𝘥𝘳𝘺 𝘣𝘶𝘵 𝘺𝘰𝘶 𝘤𝘢𝘯 𝘪𝘯 𝘵𝘩𝘦 𝘸𝘦𝘵." This metaphor is incredibly relevant for SMB owners today. While many businesses might be pulling into the pits and postponing investments due to election uncertainty, now is the time to put on your best wets and seize the opportunity to race ahead. 𝐖𝐡𝐲 𝐒𝐡𝐨𝐮𝐥𝐝 𝐒𝐌𝐁 𝐎𝐰𝐧𝐞𝐫𝐬 𝐏𝐚𝐲 𝐀𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧? 🔍 Policy Changes and Economic Stability: Election outcomes can lead to significant shifts in economic policies, which can either bolster or challenge business stability. 📉 Business Confidence Fluctuations: Historical data shows that business confidence tends to dip during election periods due to the uncertainty surrounding potential policy changes. 🌐 Global Market Dynamics: For SMBs involved in international trade, understanding the geopolitical landscape is crucial. 𝐊𝐞𝐲 𝐄𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐭𝐨 𝐖𝐚𝐭𝐜𝐡 𝐢𝐧 2024: 🇺🇸 United States: Presidential and congressional elections on November 5. 🇮🇳 India: Lok Sabha elections from April 19 to June 1. 🇮🇩 Indonesia: General elections on February 14. 🇿🇦 South Africa: National and provincial elections on May 29. 𝐖𝐡𝐚𝐭 𝐂𝐚𝐧 𝐒𝐌𝐁 𝐎𝐰𝐧𝐞𝐫𝐬 𝐃𝐨? 🔷 Stay Informed: Keep abreast of political developments and potential policy changes in key markets. 🔷 Risk Management: Develop contingency plans to address potential disruptions in supply chains or regulatory changes. 🔷 Engage with Policy Makers: Join industry associations to have a voice in policy discussions and advocate for favourable business conditions. In this dynamic landscape, proactive planning and strategic agility will be essential for SMBs to thrive. Let's navigate these changes together and turn potential challenges into opportunities for growth! 🌟 Just as Senna would take advantage of the wet track to overtake his competitors, now is the time for SMBs to strategically advance while others might be holding back. BTW I hear that the Monaco F1 track will be dry on Sunday. #dougsview 🏎️ #BusinessConfidence #Elections2024 #SMBOwners #GlobalBusiness #EconomicPolicy #AyrtonSenna #F1

Wow. I look forward to reviewing the full report (which totals over 400 pages). Draghi paints a bleak picture of where and why Europe is lagging, and the areas of reform he identifies are immense. The most important questions, of course, are the political ones. Can a new European Commission and the leaders of the individual EU members: a) acknowledge the reality they face, b) develop and agree to an effective plan of action, c) gain the support of their constituents and be held accountable by them for implementation? We may be getting close on a), and the shape of the new Commission later this year may give us some hints about b). But recent election results in Germany, France and elsewhere in Europe (and the increasing polarization they suggest) make me hesitant to predict success on point c). What do you think? #EU #Competitiveness

As South Africa emerges from its most significant general elections since the end of apartheid, the country is confronted with economic and political uncertainties that mirror wider global trends. Here's what KPMG International’s Global Economic Outlook report says 👉🏼 https://lnkd.in/dixkJBTE