Geoeconomics: the new context for doing business in the world

The challenge for corporations will be determine how political and geopolitical risks are going to affect the way in which they operate across fragmenting jurisdictions, how they drive market access, the preferences and purchasing powers of consumers, what threats they pose to supply chains and business continuity, branding and reputation, or corporate governance.

Investors will need to systematically factor in geopolitical risks in their investment decisions, their preferences for asset classes, ideally resulting in geopolitical risk adjusted investment portfolios. They need to ensure that they give preference to those who have a strategy to deal with political uncertainty, and factor in the political risk exposure of those who don’t.

See here our short note on the subject.

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