Fisher Investments Australia’s Post

This is an interesting development in light of the first revision of the USMCA (2026) and a unique opportunity for Mexico to strengthen its trade relations with the United States and other global and emerging economies. Mexico has consistently been one of the largest recipients of foreign direct investment among emerging markets. At the end of 2023, Mexico reported a historic record in foreign direct investment, exceeding $36 billion. The expansion of U.S. tariffs on imports of Chinese-origin products in strategic industries (solar panels, electric vehicles, batteries, green energy supply chain inputs, ship-to-shore port cranes, steel products, and aluminum products) opens promising avenues for foreign investors in these sectors to look to Mexico. In addition to the USMCA, which entered into force on July 1, 2020, Mexico's international investment framework includes: ▪ 14 trade agreements ▪ 31 Bilateral Investment Treaties in force. ▪ The Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), ▪ The United States-Mexico Income Tax Convention, which governs bilateral taxation between MX-US. ▪ The Organization for Economic Cooperation and Development (OECD) Inclusive Framework on Base Erosion and Profit Shifting ▪  The Inclusive Framework’s October 2021 Two-Pillar Solution to Address the Tax Challenges Arising from the Digitalization of the Economy. (See: U.S. Department of State 2023 Mexico Investment Climate; Comunicado de Prensa, Secretaría de Economía de México, February 14, 2024) Thanks to its strategic geographic location, Mexico is at a pivotal moment to reshape its role in global trade dynamics.  For more details on the expansion of Section 301 tariffs on imports from China, see this Update on China Tariffs: https://lnkd.in/geyk6txB #foreigndirectinvestment #bilateralinvestmenttreaties #Freetradeagreements #internationalarbitration #LatinAmerica #China #globaltrade #disputeresolution

What could Trump's proposed tariffs mean for the housing industry? Charles Covey shares his thoughts on what this could look like for the industry. #newconstruction #landdevelopment #TheLandDevelopmentPodcast

Helpful visual on the new Section 301 tariffs on China-origin products. https://lnkd.in/eZVssyJM

Sea-Intelligence expects that the overall tariffs on the Asia-Europe route may surge to a high level, with spot rates from Shanghai to Rotterdam at $18,900/FEU and from Shanghai to Genoa at $21,600/FEU.

https://lnkd.in/eXb9EXQV An excellent article reviewing the impacts of tariffs on economies.

This strategic shift from price-centric to product and coverage-centric approach marks a pivotal moment in the Indian insurance market. Those poised for success will demonstrate mastery in understanding and delivering tailored product coverages, ensuring resilience in an ever-changing landscape.

Who ends up paying for tariffs? Watch Robert Goulder and Joseph Thorndike's five-minute breakdown on the history of tariffs in the United States here: https://lnkd.in/eNgRbv9Z

The de-notification of tariffs has heralded a new chapter in the history of general insurance in India. This will lead to more covers, innovative products etc. If course, we are still far away from instant customisation of products. Issuing a tailor made policy for every insured based on his risk profile may not be possible as of now. Because, we are still bound by the use and file guidelines. We can release a product but it will have to be filed. Technical analysis of the product will take place at some point. The property insurance market will function like the health insurance market initially. The market could be fragmented into several segments and appropriate covers/pricing can be designed for each segment. Instantly, I can think of the following additional covers:- A) RIV clause for Machinery Breakdown policies B) Coverage for obsolete machinery under MBD subject to suitable inspection report C) Non-damage BI covers D) Coverage for add-ons such as expediting expenses even in Fire insurance E) Extension of contract pricing clause for all transactions even other than exports More all risk policies, waiver of underinsurance, first loss covers etc could be the norm.

U.S. Tariffs on China: Echoes of History and New Supply Chain Challenges https://lnkd.in/dsgbatvM #USTariffs #ChinaTrade #SupplyChainChallenges #GlobalTrade #TradeWar #GlobalEconomy

The prospect of additional tariffs is growing in the U.S. We look at the economic pros and cons. http://spr.ly/6049lM9xV