تسريع الخصخصة وجذب المستثمرين

الحكومة تسرّع تخارج الدولة من الشركات العامة ضمن وثيقة ملكية الدولة، مع قيد 20 شركة مؤقتاً من أصل 30 وإعداد 4 شركات إضافية، وارتفاع مساهمة القطاع الخاص إلى أكثر من 56.5% من الاستثمارات، ما يوسع فرص الاستحواذ والشراكات.

Steel and auto tariffs persist

Mexico is seeking relief from existing U.S. tariffs, including 25% duties on autos and 50% on steel and aluminum. These sectoral barriers are distorting pricing, weakening margins, and complicating production planning for exporters, manufacturers and cross-border supply chains.

Deforestation and Compliance Pressure

Illegal deforestation became a central trade issue, with U.S. authorities citing claims that 91% of Amazon deforestation in 2023-2024 was illegal and distorted timber pricing by 7%-16%. Agribusiness, timber, and commodity firms face tighter ESG, traceability, and reputational demands.

Debt burden pressures bond markets

Japan’s public debt above 204% of GDP is drawing sharper investor scrutiny as 10-year yields approach roughly 2.9%, increasing sovereign and corporate financing costs and adding uncertainty around fiscal expansion, investment planning and long-duration infrastructure funding conditions.

Growth exposed to geopolitics

Despite Q2 GDP growth of 5.7%, Singapore’s outlook is increasingly constrained by Middle East conflict, weaker services and construction, and uncertainty over trade and investment flows, highlighting how external shocks can quickly affect this open economy’s business conditions.

Wildfire dispute adds volatility

Although separate from the latest tariff package, U.S. threats to penalize Canada over wildfire smoke add a non-trade trigger to bilateral tensions. Climate-linked disruptions now carry policy spillover risk, affecting logistics resilience, insurance assumptions, and cross-border political sentiment.