Emerging Markets in August 2025: Rising Early Warning Signals

As the clock ticks toward August 1, 2025, the world stands at the edge of a trade paradigm shift. At 12:01 a.m., the Executive Order suspending tariffs above 10% expires, ushering in “reciprocal tariffs”—a system meant to mirror the trade barriers imposed on U.S. exports. But what lies ahead is far from a stable framework. Instead, global businesses face legal uncertainty, fragmented negotiations, and a deeper restructuring of global supply chains.
Mexico’s Economy in 2025: Between Trump’s Tariffs, Domestic Weakness, and a Fragile Peso

Mexico has entered 2025 under a cloud of economic and political uncertainty. According to TAC ECONOMICS, the country is grappling with sluggish growth, heightened financial pressures, and escalating trade tensions with the United States. GDP is projected to stagnate at 0.0% in 2025, before a modest recovery in 2026.
South Africa: Balancing Structural Strengths and Political Fragility

South Africa’s economy in 2025 presents a complex picture. Structurally, the country stands on solid ground—diversified industries, a credible financial system, and manageable external risks. But political instability, weak economic momentum, and policy uncertainty are weighing down its near-term outlook.