Fault Lines & Bright Spots: Macro & Sector Outlooks Amid Tariff Pressure
You’re invited to join BMI (a Fitch Solutions Company) at The Leonardo Hotel on Thursday, 23rd October for their in-person event Fault Lines & Bright Spots: Macro & Sector Outlooks Amid Tariff Pressure.
Global trade is undergoing a structural reset. Tariffs, industrial policy, and shifting geopolitical alignments are reshaping supply chains, capital flows, and cost structures. These changes are already affecting prices, lead times, and investment decisions — creating both challenges and opportunities across key sectors, with significant ripple effects in logistics, manufacturing, and commodities. In this environment, understanding how domestic policy, regional trade realignments, and global market dynamics interact is critical. It’s essential for navigating risk, protecting margins, and making informed capital allocation decisions.
Chiedza Madzima, Head of Global Operational Risk, will open the session with a presentation on the global and regional economic outlook, political risk, and trade and investment trends — with a spotlight on key markets and a deep dive into South Africa.
Following Chiedza’s presentation, we’ll move into a moderated panel discussion with our expert analysts. They’ll provide a clear, data-driven overview of the economic landscape across domestic, regional, and global layers, linking trade and policy shifts to sector outlooks. We’ll explore the latest market signals and translate them into sector-specific risks and opportunities.
Anchored in forecasts and practical indicators, this session is designed to help you benchmark exposure, stress-test assumptions, and identify where policy meets P&L — not just today, but in the months and years ahead.
Agenda:
08:30 - 09:15 - Registration and Refreshments
09:15 - 09:30 - Introduction to BMI
09:30 - 09:50 - Presentation from Chiedza Madzima
09:50 - 10:00 - Q&A Session
10:00 - 10:15 - Break
10:15 - 11:00 - Panel Session
11:00 - 11:20 - Q&A Session
11:20 - 12:00 - Networking & Refreshments