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All predictions

Every prediction, with the date it was made and its outcome so far.

207 predictionsNewest first
25 Sep 2026KPMG and EY will see a gradual erosion of their Chinese state-bank and SOE client base.Unresolved24 Sep 2026Expect Washington to escalate Russian-oil tariff threats against India after the midterms, with Reliance Industries the likely loser.Unresolved24 Sep 2026Indonesian pharmaceutical companies will face a severe margin squeeze over the next two quarters.Unresolved23 Sep 2026Samsung SDI and SK On will see battery margins fall as Chinese export controls raise input costs.Unresolved23 Sep 2026Local Japanese banks will have a good Q3, but Japan’s AI boom will hit a financing hump.Unresolved23 Sep 2026Biocon Biologics’ share of India’s trastuzumab and bevacizumab markets will increase at the cost of Roche.Unresolved22 Sep 2026HSBC and Standard Chartered will take a larger share of China–ASEAN trade finance from Chinese banks.Unresolved22 Sep 2026Foreign consumer brands will lose e-commerce market share in Indonesia.Unresolved22 Sep 2026Japanese semiconductor firms will gain an expansion advantage in Vietnam over rival foreign manufacturers through 2028.Unresolved21 Sep 2026Indonesia's nickel consolidation will give domestic mine owners greater leverage over foreign smelter operators.Unresolved21 Sep 2026Thailand and Vietnam will broaden e-commerce crackdowns through 2027.Unresolved21 Sep 2026Korean drugmakers will face a two-sided squeeze: falling returns from generics just as the government pushes them to spend more on R&D.Unresolved
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