Vantage Point

Explore our latest perspectives on the global economy, geopolitics, and industry dynamics. 

TOPIC: SOUTH AMERICA

System, interrupted – The Onyx 2026 Outlook

In 2026, countries will struggle to maintain old economic relationships while simultaneously needing to prepare for a new international system. This struggle will increase costs, sharpen risks, and complicate strategic decisions for companies, with government policy being a major source of this risk. Onyx expects the clash between old policy intentions and new geopolitical realities to become clearly visible in 2026, setting the stage for future drastic changes.

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China’s export pivot to developing countries will be increasingly challenged

China's pivot to developing markets faces increasing challenges from rising trade barriers and heightened scrutiny from the US and other regions.

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