… Essentially, emerging markets could be poised to outperform in 2021, particularly those that are large, have diverse sources contributing towards growth and revenue, and have favorable debt metrics. While the report only focuses on these two scenario possibilities, the full scenario catalogue contains many more scenarios of varying probability and impact. Reflections from Teneo’s Chairman & CEO, Declan Kelly, on 2020 and his thoughts on what is in store for 2021. Trump, a Big Personality whose style is the physical taunt and threat, did not pledge support for a peaceful transfer of power, and there hasn’t been one. I expect there to be a boom from 2021 to 2025 in agritech, and with that disruption to the very nature of how it works globally. Recovering from COVID-19: As in times of war, the rules of the game are simply different during a global pandemic. Quarterly Geopolitical Risk Forecast: Q1 2021. Geopolitics – Regionalisation to accelerate. As a consequence, these countries may be incentivised to deepen their regional cooperation, while concurrently bolstering their own defence capabilities. 07%, over the forecast years of 2021 to 2028. This then means that we could see a division between emerging markets too, with some significantly outperforming others. This is partly driven by Turkey’s desire for strategic dominance in the region, which would otherwise come at the expense of Saudi Arabia. Feel free to reach out to me at atul.maheshwaridaya@gmail.com#2021 #predcition #astro #nifty #bank nifty #stockmarket #geopolitics #personallofe 2021 will see the acceleration and public recognition of global ‘Resource Wars’ – water, energy, and food. Quarterly Geopolitical Risk Forecast: Q1 2021. When it comes to geopolitics, the key is to build a forecast by first noting the obvious. The Biggest Macro Economic Time Bombs for 2021 The Biggest Geopolitical Time Bombs for 2021 Thucydides Trap 2021 Update: Sino-American Geopolitical Breakdown and Cold War for Global Military Dominance Post Brexit and Eurozone’s Economic and Political Future in 2021 The Emerging Global Crisis in a Post COVID-19 World As recent nation-state hacks of SolarWinds and other businesses demonstrate , cybersecurity will continue to be a major geopolitical point of contention. 2021 will likely be a big year for Chinese development westward. The Coronavirus “pandemic,” last summer’s Black Lives Matter/Antifa protests/riots, and an exhausting presidential election. Pessimistic forecast: 89.79 Optimistic: 91.54 Micron stock forecast for 08.04.2021. Crude Oil Prices Choppy, Rising Geopolitical Risks to Spark Oil Volatility. One of the key forces driving geopolitics in 2021 will likely stem from a change in US leadership as this could yield significant shifts on the foreign policy front. Introductory Offer: Subscribe & Save on your first year! KEY FINDINGS The global security robots market is projected to record a CAGR of 9. 09-12-2020 . This is what I would like to focus on in my 2021 outlook (I am not attempting to make predictions). Territory rule. Early warning indicators as on-going monitoring points to watch out for through 2021. 0 This panel of FT experts discussed their predictions for the world in 2021. The political repercussions of the COVID-19 pandemic, which can be attributed to mismanagement by … 2021 is likely to witness an acceleration of ongoing geopolitical shifts, while some emerging markets may experience significant growth tailwinds. The future and forecast of all healthcare segments and geographic markets in 2021, including telehealth, clinical trials, point-of-care testing, enterprise imaging, and artificial intelligence 3. Geopolitics – Regionalisation to accelerate One of the key forces driving geopolitics in 2021 will likely stem from a change in US leadership as this could yield significant shifts on the foreign policy front. 12 Predictions for Global Geopolitics for 2019 through 2025—and Beyond Across the globe, governments and institutions face increasing threats to their legitimacy and authority. Third, policy missteps could also manifest in the form of asset bubbles – ongoing monetary stimulus has forced investors into risk assets, which have already inflated prices. How will the outcome of the US presidential election shake up the geopolitical landscape? The differing economic outlooks could also result in differing policy responses. As a favor to my readers, George is offering the report plus a one-year subscription to his forecast service at a deeply discounted $49. Meanwhile, we are already seeing indications and hearing about the potential for inflation to pick up amongst these nations. Geopolitical Futures-March 11, 2021 Tackling the rare earths issue. 2021-04-07 16:30:00 Gold. Geopolitical tensions will continue to escalate over the course of the next seven years. It will be divided and flooded for the most part. endstream endobj startxref Over 370 forecasts on issues relevant to security, crisis and geopolitical risk. If anything, the uncertainty creates a stronger temptation for us to try to forecast the year ahead. P7����b�y9��k��n�8�4T��������'C>A�v�V&m�[O5[�g��hZ�¼��I���1��C-#�U�,�[�4#�W��nc`1�ex` �7� Markets A look at the most recent business trends and how they are affecting global markets. Other primary drivers of global geopolitical risk in 2021 include great power competition among the US, China, and Russia. In response, it’s possible that some emerging market central banks start to tighten rates in 2021, adding upward pressure on their yields while strengthening their local currencies. 2021 is the year of the Gripping Hand, and COVID-19 is what’s gripping us. British Pound to Euro Outlook 2021-2022: GBP/EUR Exchange Rate to Strengthen to 1.1900-1.2050 Amid Vaccine Optimism April 02, 2021 Bitcoin Technical Analysis: BTC Price Prediction… However, the possibility that China will use 2021 as an opportunity to test the resolve of its adversaries in Washington, Tokyo, New Delhi, Taipei and Canberra cannot be dismissed. « Back. The first half of the year will be … What lies ahead for EU-UK relations and the Brexit negotiations? Bullish. The COVID-19 pandemic dominated the focus of international relations in 2020 and effectively changed the course of domestic and international politics for all critical power centers around the world. Part of this may be attributed to supply dislocations, coupled with demand surging faster than anticipated, coupled with rising commodity prices. In this edition of the Forecast, the PGI Geopolitical Analysis team have identified major changes in international relat… Read More. You can read the first two parts here and here. By Joshua Ball Last updated Jun 7, 2019. But while the US shifts from a hard line, to soft line, and back to a medium line approach with China, there will of course be other nations that choose to court Chinese engagement and proximity to Beijing. With that said, many expect, and hope, that investors do not paint all emerging markets with the same brush. This does not imply an outright reversal of the past administration’s policies with respect to China, as prior policies affecting tariffs and restrictions on investments and China’s tech sector are likely to stay. Even so, that didn’t stop people from trying their hand at reading the crystal ball. Micron stock forecast for 07.04.2021. by Tom Williams January 4, 2021, 07:57 35 Views 0 Votes 2 Comments. Continuing conflict … Infographics that illustrate our assessments in a clear, digestible snapshot. Specifically, it is anticipated that the year ahead, and thereafter, will be hallmarked by an increased US emphasis on multilateralism. Further examples of this regionalisation could be seen in the MENA region. Shailesh is a Head of Country, Credit and Economic Research at The Hartford. Low. The Middle East. 08-01-2021. Many believe that the US will not want a confrontational or contentious relationship with Beijing at the start of a new administration. As is our custom, in mid-December, we publish our geopolitical outlook for the upcoming year. PGI's Geopolitical Intelligence team have put together a list of some of the key risks for 2021. Morgan Stanley predicts global EV sales will rise by more than 50 per cent in 2021. The NASDAQ is not immune markets as was evident by the impact of the Black Thursday panic collapse of 2020. In the emerging markets, by comparison, it seems that shutdowns are less of an issue going forward. Certainly, 2020 has been a stomach-churning year. A global pandemic, increased geopolitical risk, conflict, bushfires, Brexit, flooding and political unrest – the Institute of Risk Management asks its senior members from our Special/Regional Interest Groups (SIGs/RIGs) and Global Ambassadors about their views on the outlook for risk management in 2021. Brazil). Much of this will occur in the Indian Ocean. An emphasis on multilateralism, coupled with rising military and economic powers that feel the need to bolster their own defense capabilities in light of rising emerging security challenges, could ultimately lead to the regionalisation of power of centres, or least continue the evolution towards that end. Each will become a more important foundational chess piece for the geopolitical struggle and global unrest that start to gain pace through investment, R&D and innovation. The predictions for 2021 are far from optimistic: The Destruction of the United States of America: The great nation over the ocean, which is inhabited by people from different tribes, will be destroyed. Key Dates. Amongst these, India and Australia are best positioned to present a credible military deterrence (given their existing capabilities), whereas Japan could continue down the path of revising its constitutional commitment to pacifism as the nation strives to build robust military offensive capabilities down the road. This is particularly true since China is largely a bipartisan issue in the US, with concerns ranging from security, to intellectual property, business, trade, investments, and labour standards. In this edition of the Forecast, the PGI Geopolitical Analysis team have identified major changes in international relations in several regions, along with political violence and civil unrest related to election activity and COVID-19. Start your subscription today! The future and forecast of all healthcare segments and geographic markets in 2021, including telehealth, clinical trials, point-of-care testing, enterprise imaging, and artificial intelligence 3. This will be the third part of my 2021 Forecast Series. %%EOF An initial soft approach towards China in the US (which gives way to an eventual harder line), coupled with more willingness in Europe to work with China on select issues, could then mean that sections of Asia including Vietnam, India, Taiwan, Australia, and to a lesser extent Philippines and Japan, question the world’s commitment to “containing” Beijing, given that China is a preeminent geopolitical and security concern for these nations. Geopolitical Risk. Key Dates. The latter group of nations could see their refinancing costs increase, and further expose them to sovereign headwinds. Despite the Global GDP growth in 2021 is projected at 4-5%, with China contributing roughly one-third of that growth. However, there is plenty they can do on the quantitative easing front, and could potentially continue or even ramp up purchases and security maturities over the next year. What this framework represents, in short, is a regionalisation of power structures as countries build their own capabilities, recognising that the world’s “approach” towards China is not binary. The Middle East and North Africa will see continued, if not escalating instability. Executive Summary. Increasing indebtedness is a growing issue, which could continue into 2021, and we expect investors to recognise it as such, thereby investing mainly in the stronger emerging markets that exhibit strong fundamentals. Global Forecast (4-6-2021) Forecasts - April 6, 2021. IRM Global Risk Predictions 2021. None of us can see the future with 100% clarity, but some come quite close—like my friend George Friedman and his Geopolitical Futures team, who have just released their 20-page report, The World in 2021. FREE. Alibaba stock forecast for 07.04.2021. Global Forecast (3-30-2021) Forecasts - March 30, 2021. Our geopolitical team has identified a few strategic trends we believe clients may expect to see in 2020. While there is an expectation that the incoming Biden Administration in Washington will attempt to alleviate tensions between the two giants, flashpoints such as Taiwan, Hong Kong and the … 42 | KCL Geopolitical Risk Forecast Report 2021 is targeting Trumps and Republicans. China has played a delicate balancing act in the Middle East for years. However, smaller markets that have their economies concentrated in one or two sectors, and are highly indebted, may risk having investors pass them over. Introductory 12-month offer for new and eligible returning subscribers only. In emerging markets, especially those where/if the recovery takes hold sooner, fiscal spending may be curtailed sooner. Trade Finance Global's latest free e-magazine, Introduction to Letters of Credit | 2021 Guide, The new role of banks in closing the trade finance gap sustainably, Model Law on Factoring: UNIDROIT’s Approach to Receivables Financing, TFG Weekly Trade Briefing, 6th April 2021. In this episode of the Essential Geopolitics … Crisis24 and WorldAware, GardaWorld companies now acting as one, issue annual report that examines geopolitical, travel and health threats worldwide. The Geopolitics of the Arctic - Camden Conference 2021 Virtual Events Team - GEOPoliticalMatters.com European News & Media Centre Málaga The Camden Conference has taken the current global pandemic seriously and announces that the 2021 Conference will take place, although with a change in format for this year. The risk to this though is if there is a bursting of asset prices in the developed world, for the reasons noted above. Situation Reports - March 29, 2021. 2. China’s geopolitical forecast for 2021 The Indian Ocean. 2. The Quad Comes of Age? Professor Amelia Hadfield: Dean International, ... shifts are on the horizon, with the departure of German Chancellor Angela Merkel this year (German federal election predictions are as yet unclear), and ongoing ambitions by President Macron regarding European strategic autonomy. NASDAQ Forecast: For 2021 and Beyond. 85 0 obj <>stream 34 | KCL Geopolitical Risk Forecast Report 2021 billion barrels of oil, 1,669 trillion cubic feet of natural gas, and 44 billion barrels of natural gas liquids remain undiscovered. As we all look towards the year ahead and try and put the global recession of 2020 behind us, I wanted to outline The Hartford’s perspective for the year ahead. Overview. Shifting US foreign policies on everything from trade to aid have created uncertainty among our allies, and has contributed to a deceleration in global growth and … This pivot away from traditional alliances and norms will continue to challenge and reshape the existing global order. By Geopolitical Monitor. A threat to even the slenderest … Inevitably, this would affect emerging markets too. April 27, 2020. Unemployment is up, retail shops and restaurants are experiencing a continued bloodbath, and everyone except Amazon, tech, and grocery chains is suffering. 37 0 obj <> endobj Political experts anticipate the US refocusing on traditional alliances, reposition troops in South Korea and Germany, and reaffirming its commitment to NATO. Markets A look at the most recent business trends and how they are affecting global markets. There is not time to go into all the numbers here, but generally the rate of death per 100,000 in many emerging markets is significantly lower than the developed world. Outliers to challenge assumptions and encourage anticipation of higher-impact events. 2021 Geopolitical Risk: The year ahead. Buy The World Explained in Maps for $24.99 . ANKURA REPORT: GEOPOLITICAL FAULT LINES, FISSURES, FLASHPOINTS, AND FRACTURES IN 2020. Accordingly, it is possible that the economic recovery remains choppy with a few fits and starts, which could take us all the way through 2021. If countries are slow to approve fiscal stimulus, or the distribution of it, it could present an additional drag on growth. Share. Pessimistic forecast: 226.78 Optimistic: 236.42 Alibaba stock forecast for 08.04.2021. “The fusion of the Crisis24 and WorldAware intelligence teams has broadened and deepened our service offering. - Intelligence - Risk portal. But it does mean a potentially less bellicose approach (at least publically), and instead one with more dialogue at the sub-executive level (there are indications that members of the new US cabinet may function as backdoor diplomats with China). The nation will also have many misfortunes at sea, and it will lose its colonies in the east. This could be particularly true as Treasury security supply increases given the rise in aggregate US debt from the 2020 stimulus packages. Germany Will Flirt with the Idea of Leaving the EU. Expect no surprises here, as RBA head Philip Lowe has previously stated that rates would remain at historic lows until at least 2024 owing to sluggish wage growth. Although 2020 may have been the year of disruption, 2021 could be the year in which the dust settles and the adjustments made during the pandemic become the new norm. The Perch Perspectives 2021 Forecast is divided into three distinct parts: macro trends, countries, and elections. In other words, while we are positive on emerging markets, fundamentals matter, and some will potentially perform better than the rest. Both nations are US allies, but ties with each could well slide in the coming years. Get an annual subscription to Worldview and receive a special discount for being a podcast listener. Making predictions is a tricky business at the best of times, but especially so after a year of upheaval. The recovery after, however, does indicate how healthy the stock market indices’ future is. The general theme has been “On the Gripping Hand.” Science fiction writers imagined a three-handed alien race with a left hand, right hand, and a very strong Gripping Hand. In respect to geopolitics we anticipate that the shift towards the regionalisation of power centers will continue, and potentially accelerate. 2021 Annual Forecast. This in turn could result in increased asset price volatility when/if prices come down and the bubbles burst. A map is essential in this regard. 2020 will likely bear witness to Washington’s continued retreat from multilateralism on a gradual but steady glide path toward moderate isolationism. Predictions 2021, The Year of the Hockey Stick. Geopolitical Risk. The larger, diversified, and fiscally strong emerging markets with ample funding sources will likely witness greater capital flow and thus asset appreciation, even in cases where they have high nominal debt levels (i.e. In respect to geopolitics we anticipate… Recovery elsewhere is expected to be uneven, with much of the world not reaching pre-pandemic GDP levels until 2022, including probably the United States and Europe. Top healthcare market predictions for 2021 in light of the pandemic and other factors 4. Dec 15, 2020 | 10:15 GMT. Past is precedent in Israeli election, Secretary-General Guterres warns on the financial stability of the developing world, and troubling signs of a civil war in Myanmar. These trends, coupled with a weaker dollar, could result in increased capital flow to emerging markets as investors seek yield, thereby strengthening emerging market currencies and assets. Read More. However, this reversion to a “robust” US engagement strategy is unlikely to result in a hardline approach towards China, at least not initially. Estimated Average Forecasted Alibaba Price: 232.24 Positive intraday dynamics of the instrument is expected with 4.077% volatility is expected. While China remains an ardent advocate for multilateralism and is set to play an ever-greater role in global governance, it will face grave challenges in 2021 arising from the complex interplay between the Covid-19 pandemic, the global economic recovery, and the changing geopolitics of U.S.-China competition. In this episode of the Essential Geopolitics podcast from Stratfor, a RANE company, we look at the forecast for the U.S.-Mexico border in 2021. Put them here, in this thread. The shift in tone alone could also be interpreted by some as the US opting to be “softer” on China than what was seen in recent years. What’s next in the escalating US-China confrontation? This report is less a series of predictions as it is a list of potential geopolitical issues that we believe will dominate the international landscape for 2021. Fourth, when/if economic growth begins, fiscal stimulus support may be eased and we could start to see a wave of bankruptcies for entities that no longer have fiscal support. Top healthcare market predictions for 2021 in light of the pandemic and other factors 4. This in turn could suppress yields, at least in the front end (we could see steeper yield curves). Perch Perspectives First Annual Forecast, 2021. 2020 Geopolitical Forecast Contact: Michelle DiGruttolo, Pascale C. Siegel. Macro perspectives and 2021 predictions on markets, geopolitics, business trends and social issues from our senior team members. This means less solo proclamations on the US’s intentions, fewer surprises and quick decisions, advanced telegraphing of major policy changes, and working with traditional allies to promote foreign policy goals, all while attempting to bridge divides with emerging partners. In this article, Vinay Ravuri, CEO of EdgeQ, a 5G systems-on-a-chip company, shares his 2021 predictions around enterprise 5G adoption, 5G geopolitics, the rise of open network systems, and AI-enabled automation bringing manufacturing back to US. ... Equities Q2 2021 Fundamental Forecast. There are a few reasons for this: First, in the developed world, the era of COVID-19 shutdowns will not necessarily cease at the start of this year, especially outside the US, due to possible delays in vaccine distribution and rising case levels. StanChart Incorporates Loan Market Association’s Green and Sustainability-linked Loan Principles into Trade Financing Framework, 25% of SME exporters halt EU sales 90 days after Brexit, according to a new study, ADB Bolsters Support for Sustainable and Resilient Food Systems, Afreximbank announces landmark phosphate mining term loan facility worth US$350m, SME Barometer: lockdown measures turn down recovery expectations, RFIx – Receivables Finance International Convention 2021, TXF Global Commodity Finance Virtual 2021, VIDEO: Trade Digitalization and Financing: New Hope for MSMEs, Podcast: Standby Letters of Credit (SBLCs) and their role in International Trade, RELEASED: Trade Finance Talks – A pathway towards sustainable trade finance. Same Risk, Better Resiliency. Brexit may be all the rage now, but all eyes will be … The three key trends we believe will shape 2021 are. Governments will be slow to act so start to see their concern rise post-2021 and look for signals in investment, R&D, and consumer preference changes through 2020. View Subscription Options. The 2021 Vision Book is the ultimate guide for business professionals. Global Forecast (4-6-2021) Forecasts - April 6, 2021. This indicates the potential for macroeconomic stability in these names. endstream endobj 38 0 obj <> endobj 39 0 obj <. Fawcett is right but only to a point, especially in the context of a forecast about 2021: Law enforcement agencies have picked up consistent signals of a far-right threat to state capitals and federal buildings. The bottom line is that in each region, the potential for power centres to emerge could accelerate in the coming year. As such, here are our predictions for the ten leading geopolitical risks facing the world in the year 2021: The US-Chinese Cold War: Relations between the world’s two superpowers have fallen to their lowest level in decades. However, over time expect any “softer” US approach towards China to give way to a more aggressive posture. But we could see a division between large emerging markets and the developed world. Accordingly, we anticipate investors to likely be more discerning of actual fundamentals, at least more so than what we saw in the summer of 2020 when just about every asset class in every emerging market saw demand. April 6 – Reserve Bank of Australia makes its interest rate decision. (This is the last report of 2020; the next report will be published on January 11, 2021.) h�bbd``b`� ��`� �� &+ ��2)�� � �x"~��$�H0J�X�@ڦ �H�X��@, !�(Z@:�A� a0����a�A�T'�3�` *m Ekaterina Zolotova - March 17, 2021. Page 1 of 2 - Your 2021 predictions - posted in Science & Technology of the Future: Your 2015 Predictions Your 2016 Predictions Your 2017 Predictions Your 2018 Predictions Your 2019 Predictions Your 2020 Predictions Your 2021 Predictions ←You are here! The Geopolitics of the Arctic - Camden Conference 2021 Virtual Events Team - GEOPoliticalMatters.com European News & Media Centre Málaga The Camden Conference has taken the current global pandemic seriously and announces that the 2021 Conference will take place, although with a change in format for this year.