The Decisive Podcast: Insights and analysis to empower confident decision-making.

• Charting a New Course for Asia's Shipbuilding Powerhouses

  The shipping industry has faced a seismic shift following the U.S. Trade Representative's finalization of port fees targeting Chinese-built, operated and owned vessels. Such changes in trade and tariff policy are reshaping order books for bulk carriers and specialized cargo vessels and the competitive landscape of Asian shipbuilding. Ongoing physical disruptions are affecting global shipping routes, and shipowners are balancing the urgent need for fleet renewal with the long-term imperative of adhering to tightening environmental regulations. To unpack these developments, host Kristen Hallam is joined by Ashima Tyagi and Keyla Goodno from S&P Global Market Intelligence. Listen now for an insightful analysis of the future of shipbuilding and the broader implications for global supply chains. More S&P Global Market Intelligence Content: Commodity Price Watch: October 2025 Picture This: IMO Postpones Net-Zero Commitments as Maritime Emissions Rise LNG increasingly alternative fuel of choice for container lines For S&P Global subscribers (login required): US tariff plans Commodity Price Watch Report: Asia Trends in the World Economy and Trade October 2025 Credits: Host: Kristen Hallam Guests: Ashima Tyagi, Keyla Goodno Produced By: Kristen Hallam Edited By: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

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• Reshoring Potential: Indonesia and Malaysia in Global Supply Chains

  As we approach the end of 2025, companies are starting to move beyond calculating tariff rates and to think develop long-term strategies for their supply chains. Reshoring — moving some or all of your sourcing from one region or territory to another — has reemerged as a strategic option.  S&P Global Market Intelligence Head of Supply Chain Research Chris Rogers joins host Kristen Hallam to discuss reshoring, focusing on two key Southeast Asian markets: Indonesia and Malaysia. They explore the current global supply chain positions of both countries, highlighting Indonesia's resource-driven economy and Malaysia's established dominance in electronics manufacturing. Chris outlines the potential for Indonesia to emerge as a reshoring center, emphasizing its political stability, low labor costs, and growing domestic market. He also addresses the challenges Indonesia faces, such as workforce education and wage inflation pressures. Conversely, Malaysia's historical success in electronics is examined, along with the need for the country to defend its position against rising competition from lower-cost neighbors. Listeners will gain valuable insights into the strategic considerations for businesses looking to reshore operations, the impact of global trade policies, and the future trends that may shape the supply chains of both Indonesia and Malaysia over the next five years. Tune in for a comprehensive analysis that goes beyond tariffs and U.S. policy to uncover the broader opportunities in global trade. More S&P Global Market Intelligence Content: US Supply Chain Outlook Q4 2025: Backing Out of Front-Loading Picture This: Company Sentiment on Tariffs Turns More Negative in Earnings Calls Lower US imports tightening truck capacity at key inland hubs More content on Global Trade & Supply Chains For S&P Global subscribers (login required): US tariff plans  Recession risks Japan's political and trade outlook Credits: Host: Kristen Hallam Guest: Chris Rogers Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

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• Mapping Political Volatility: Elections, Unrest and Instability in Key Regions

  In this episode of the Decisive Podcast, host Kristen Hallam leads a compelling discussion on the rising political volatility across various regions, including Asia Pacific, Europe, and Latin America. Joined by experts Carla Selman, Bibianna Norek, and Jeffery McElroy, the panel explores the factors driving instability in countries like Japan, Peru, Argentina, France, and the UK. Listeners will gain insights into the implications of recent leadership changes, the impact of civil unrest, and the role of immigration policies in shaping political landscapes. The experts also discuss the upcoming elections in Latin America and their potential to influence political dynamics, as well as the delicate balance countries must maintain between their relationships with the US and mainland China. With a focus on key indicators of political stability, the episode provides a comprehensive analysis of how domestic and global pressures are reshaping governance and policy-making.  More S&P Global Market Intelligence Content: Country Risk Month Ahead: October 2025 Global Economic Outlook: October 2025 Economic Risks of a Prolonged US Government Shutdown Credits: Hosts: Kristen Hallam Guests: Carla Selman, Bibianna Norek, Jeffery McElroy Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

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• Forecasting the US Economy in Uncertain Times

  In this episode of The Decisive Podcast, host Kristen Hallam engages in an insightful discussion with Ben Herzon, co-head of US Economics at S&P Global Market Intelligence. They explore the complexities of economic forecasting in turbulent times, focusing on how to differentiate between signal and noise in economic data. Ben shares his expertise on the significance of the Purchasing Managers Index (PMI) as a leading indicator for economic trends, particularly its role in predicting industrial production and GDP. The conversation also explores the impact of tariffs on inflation and economic growth, highlighting the resilience of the US economy amid recent challenges. Ben discusses the factors contributing to the growth outlook, including recent budget legislation, federal spending, and inventory management by businesses. Additionally, they address the risks to economic growth, such as potential increases in tariffs, inflation surprises, and the implications of a government shutdown. The episode concludes with a look at how scenario analysis is used to navigate uncertainties in economic forecasting, providing listeners with a comprehensive understanding of the current economic landscape. Tune in for a deep dive into the dynamics shaping the US economy and the tools used to forecast its future. More S&P Global Market Intelligence Content: Global Economic Outlook: September 2025 Picture This: Company Sentiment on Tariffs Turns More Negative in Earnings Calls The US Home Improvement Market: Trends and Challenges Ahead Credits: Host: Kristen Hallam Guest: Ben Herzon Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

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• New Pathways to Economic Growth in Emerging Markets

  In this insightful episode of The Decisive, host Kristen Hallam leads a comprehensive discussion on the current landscape of emerging markets, exploring the challenges and opportunities that lie ahead as we approach 2026. Joined by a panel of experts from S&P Global Market Intelligence, the conversation probes the economic resilience of developed versus emerging markets, the impact of trade dynamics and tariffs, and the role of technological advancements in shaping growth trajectories. Listeners will gain valuable insights from this episode, which is taken from our Sept. 10 client webinar. Learn about the performance of key emerging economies, including India, as well as the implications of geopolitical shifts on global supply chains. The panel, featuring Thea Fourie, Hanna Luchnikava-Schorsch, and Shuchita Shukla, also highlights investment opportunities in sectors such as digital infrastructure, green energy, and critical minerals, while addressing the effects of U.S. tariffs and regional reshoring strategies. As the episode unfolds, the experts discuss the importance of innovation and technology adoption, particularly in the Asia Pacific region, and examine how emerging markets can leverage these trends for sustainable growth. Tune in for a thought-provoking exploration of the evolving economic landscape and what it means for businesses and investors in the coming years.   More S&P Global Market Intelligence Content: Global Economic Outlook: September 2025 Picture This: Mainland China Launches Review of US Semiconductor Exports Country Risk Month Ahead: October 2025 Credits: Hosts: Kristen Hallam Guests: Thea Fourie, Hanna Luchnikava-Schorsch, Shuchita Shukla Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

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