Areas of Interest

As the true extent of the U.S. tariff plan becomes clear, a wave of uncertainty is sweeping across global economies. The United States, as the world's largest consumer economy, plays a pivotal role in global trade dynamics. Any disruption in its import/export flows has cascading effects across industries, supply chains, and financial systems. In this climate, US Manufacturers and Retailers that import products, supplies and components will all face significant cost escalation and supply chain risks. Other sectors such as Healthcare, Transportation, and Pharma will also be negatively impacted. While this will cause inflationary pressures and potentially trigger a recession, businesses across every industry will have to postpone or reduce capital investments. This economic turbulence and supply chain disruption will reverberate across the ecosystem and is going to impact Technology and Services firms due to ensuing cost pressures, demand reduction and political sensitivities. So, what lies ahead for the service providers whose fortunes are intertwined with these enterprises?

April, 2025