HSBC: Companies have a better outlook than 6 months ago

Core Insights - Companies are generally more optimistic and better prepared than six months ago, having taken proactive steps to mitigate the impact of tariffs and navigate policies [2][4][6] - Over 80% of corporates are looking to expand into new markets and engage in international trade, which is contrary to expectations during turbulent times [4] Group 1: Company Preparedness - Companies have implemented a range of strategies including renegotiating payment terms, seeking cost efficiencies, diversifying suppliers, and expanding operations [3][4] - The level of preparedness varies significantly by region, with US and Indian companies being more prepared compared to those in Hong Kong and Italy [4] Group 2: Market Dynamics - The sentiment in the market is more positive than it was six months ago, despite ongoing challenges [6] - In B2C markets, price is a critical factor, while B2B markets prioritize resilience and customization, indicating a potential shift in supplier relationships [7]