Episode 66-Trade War 2.0? BRICS on the Brink in 2H25

In this episode, we speak with geo-economics analyst Rachel Ziemba about trade policy shifts, BRICS fractures, China’s trade outlook, de-dollarization, and what investors should watch in the second half of 2025.

🔗 More from Rachel Ziemba:
 Website → https://ziembainsights.com
Summer reading → https://rziemba.substack.com/p/summer-reading-weaponized-economy

🎧 Listen & Watch:
 YouTube → https://www.youtube.com/@MajlisMarketspod
RSS → https://majlisandmarkets.buzzsprout.com

🕒 Timestamps:
00:00 – Introduction and Guest Introduction
05:30 – Globalization: A New Era?
10:36 – BRICS Achievements and Future Prospects
15:49 – Tariffs and Trade Dynamics
20:52 – Comparative Advantage and Economic Policies
28:59 – China's Economic Landscape and Trade Dynamics
37:10 – De-dollarization and Global Currency Trends
43:46 – Emerging Technologies and Payment Systems
54:12 – Market Reactions and Future Predictions

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#MajlisAndMarkets #RachelZiemba #TrumpTariffs #BRICS #GeoEconomics #2H25 #GlobalTrade #DeDollarization #TradePolicy #ChinaEconomy #MarketOutlook #EmergingMarkets #Macroeconomics

Chapters

• 0:00 Intro
• 5:30 Globalization: A New Era?
• 10:36 BRICS Achievements and Future Prospects
• 15:49 Tariffs and Trade Dynamics
• 20:52 Comparative Advantage and Economic Policies
• 28:59 China's Economic Landscape and Trade Dynamics
• 37:10 De-dollarization and Global Currency Trends
• 43:46 Emerging Technologies and Payment Systems
• 54:12 Market Reactions and Future Predictions