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Geopolitical Risks
Trade Tensions Test Swiss Resilience
Swiss GDP slowed to 0.1% in Q2 2025 as US tariffs hit exports, but services and structural strengths kept growth resilient. Outlook hinges on trade talks and sector resilience.
Girish Appadu
Aug 191 min read
India at a Crossroads: Risk or Opportunity for Investors?
India faces rising tariffs and oil risks, with $87B in exports under pressure and growth concerns mounting. Yet structural strengths remain compelling. Trade talks are set to resume, U.S. exposure is limited, and earnings forecasts are strong. Domestic flows continue to build resilience. At Intrasia Wealth, we see short-term volatility as a long-term opportunity, powered by consumption, reform, and retail participation.
Girish Appadu
Aug 81 min read
From West to Rest: China’s Trade Strategy in a Fragmenting World
China shifts from West to Global South. Trade flows reveal strategy, not just commerce, reshaping tomorrow’s investment landscape.
Girish Appadu
Aug 61 min read
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