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The New Geopolitics of Business

The New Geopolitics of Business examines how shifting global power, trade policies, economic security, and international relations are reshaping business strategy. Explore expert analysis on geopolitical risks, supply chains, investment, technology, and leadership in an increasingly complex world.

China EV strategy

China Isn’t Exporting EVs. It’s Building a Reserve.

By Imran Khalid Beijing's tariff-battered electric fleet is being reengineered into a distributed reserve of energy and compute-an asset the West still mistakes for a trade...
Maritime Chokepoint Blockades Threaten the Core of European Manufacturing 

How Dual Maritime Chokepoint Blockades Threaten the Core of European Manufacturing 

By Imran Khalid Simultaneous disruptions in the Strait of Hormuz and the Red Sea threaten European industrial survival by choking essential energy supplies and component...
War and Peace from a Business Perspective

War Across Time: Victims, Allies, and Enemies – The Meaning of War and Peace...

By Julia Croce War disrupts societies and economies long after violence ends, making business, human rights, and institution-building essential to sustainable peace.  War does not end...
Digitalisation Across Borders in a More Fragmented World

How Businesses Can Keep Growing Across Borders in a More Fragmented World

By Marco Donzelli Digitalisation, fragmentation, and rising trade risks are reshaping cross-border growth, creating new challenges and opportunities for ambitious international businesses. International expansion has never...
AI Adoption

You Can Adopt AI Everywhere and Still Not Control Any of It

By Anastasia Matveeva Governments are building AI-driven productivity on infrastructure they cannot price, govern, or quickly replace, and the economic gain flows to whoever controls...
A businessman examines economic growth opportunities with a telescope.

The Best Investment Opportunities May Be the Ones Investors Never See 

By Sertan Ayçiçek Investors can uncover overlooked opportunities by widening their search, but only rigorous commercial analysis can distinguish hidden value from hidden risk.  The strongest...

EDITOR'S PICK OF THE WEEK

China economic growth

China’s Challenging Search for a New Model of Economic Growth

By Danny Leipziger China cannot continue to rely on exports to drive its growth, but what are the alternatives? China ran a $1.2 trillion trade surplus last year, and despite admonitions from the IMF to rely...

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