A Few White Papers
you are currently viewing::IMF Working Paper-Trade Policy Shocks and Corporate Valuations-Disentangling Trade and Uncertainty ChannelsApril 10, 2026-Summary Firms with greater U.S. trade exposure and higher uncertainty sensitivity experienced the sharpest valuation declines following the initial tariff announcement on April 2- but also the strongest rebounds after the announced pause and subsequent trade agreements. Both channels are economically meaningful and of similar magnitude- and jointly account for a substantial share of the market response. Together- they represent about 20 percent of the stock-price decline among tradable firms after April 2 and about 10 percent of the rebound after trade agreements. Overall- the findings show that trade policy affects firms not only through expected tariff costs- but also by reshaping policy predictability in ways that affect firms' investment incentives. Source: imf.org |
World Economic Forum-Top 10 Emerging Technologies of 2026
June 23, 2026--The top 10 emerging technologies of 2026 are:
1. Everything-to-grid energy
Everything-to-grid energy transforms buildings, vehicles and devices from passive electricity consumers into active grid resources, storing and returning power in real-time. New battery chemistries, smarter coordination software and updated compensation models are making this possible at scale.
Low-tech Longevity Investments Could Unlock $6 Trillion by 2040
June 23, 2026-Low-tech, low-cost strategies could prevent 400 million falls at home, 8.5 million new type 2 diabetes cases and 2.4 million dementia cases by 2040, while unlocking $5.8 trillion in healthcare savings and $645 billion in productivity gains. Yet much of that opportunity remains unrealized because governments and businesses manage health, finances and labour participation separately, a new World Economic Forum report finds.
Stack battles: the US-China artificial-intelligence rivalry is moving beyond chips alone
June 22, 2026--China is challenging US leadership in both AI hardware and software, with Europe unlikely to catch up
Despite Chinese progress, the United States remains for now ahead in the race for dominance over the so-called artificial intelligence hardware stack -the resources and equipment, especially semiconductors, needed to run AI models.
