The World Ahead 2025
What our analysts say on...
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Russia holding the upper hand in Ukraine
"Sabotage operations have largely but not exclusively focused on industries and individuals linked to Western support for Ukraine, such as a plot to assassinate the CEO of a German arms manufacturer known for his vocal support of Kyiv.”
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China’s economic outlook in 2025
"Facing a mix of emerging risks and opportunities, 2025 will by no means be a straightforward year for the Chinese economy. With expansionary monetary policy already underway and a 1.4 trillion-dollar local government debt restructuring plan taking shape, we expect Beijing to add a third prong to its economic policy response in 2025, the long-awaited fiscal ‘bazooka’."
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The rise of populism and extremism in European politics
"Already in state-level elections, moderate parties have been forced to enter formal coalition together, even if they would otherwise wish to banish the other to the opposition benches. This is likely to be replicated in national elections.”
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Israel's pursuit of maximalist goals
"Heading into 2025, Israel’s strategic landscape has been transformed from a year prior. In the Gaza Strip, despite failing to achieve the return of many Israeli hostages and the destruction of Hamas, the Palestinian militant group has been eliminated as an effective military force capable of threatening Israeli territory.”