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Remittances represent a large share of global payments and will keep growing—although at a flat rate. Traditional money transfer organizations have to fight harder for a share of the prize as digital-only entrants have stepped up the competition.

National security fears have little effect as users flock to RedNote. Monetization challenges and scalability questions could limit its ability to rival TikTok’s dominance.

Biden’s proposal to restrict AI chip exports to 120 countries faces backlash from Nvidia, which says the policy risks stifling innovation and harming economic growth.

Logistics and the supply chain will take center stage this year: While a port strike may be off the table, rising costs and geopolitical tensions will force retailers to make hard choices.

TikTok Shop plans to launch in Mexico next month: The move suggests the company is unfazed by the potential US ban.

Amazon isn’t taking Temu’s attempt to lure its sellers lightly: The retailer is offering China-based merchants incentives to drop Temu listings, an approach that led Anker to pull its products.

China takes baby steps to address its consumption problem: Beijing will expand its trade-in program to include consumer electronics as it avoids committing to comprehensive stimulus measures.

China’s economy faces more gloom in 2025: Sluggish consumer spending and a potential trade war will weigh on growth.

2025 will bring significant change to the retail industry: Several of the main trends dominating retail—genAI, RMNs, and China’s ecommerce disrupters—will look very different this time next year.

China’s struggling economy will continue to frustrate retailers in 2025: We expect retail sales to grow just 3.5% in the absence of stimulus measures to boost consumption and sentiment.

Strategic alliances expanded EV capabilities this year, but high prices, limited infrastructure, and possible tax credit cuts could challenge growth.

On today’s podcast episode, our analyst Bill Fisher asks Principal Forecasting Writer Ethan Cramer-Flood, Senior Forecasting Analyst Zach Goldner, and Senior Forecasting Director Oscar Orozco about the most interesting eMarketer international forecasts of the past year, as well as what we can expect for 2025.

Temu and Shein won over cost-conscious shoppers in 2024: But regulatory concerns over tax loopholes, product safety, and labor practices could weigh on growth in 2025.