Here is the hard truth: your capital plan is either scenario-based or fantasy-based. The global economy in 2025 is not just “uncertain”—it is directionless, twitchy, and politically weaponized. The April US tariffs set off a global ripple of policy retaliation, sending financial markets into spasm, choking trade lanes, and punching holes through P&Ls across sectors. If your CFO is still operating off a linear model, it is time for a reboot.
We are not in a correction. We are in a redesign. Tari
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