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The Geopolitics of Business
Breakout Nations: Ruchir Sharma
Nov 30, 2023
Ruchir Sharma is a seasoned writer and investor with deep expertise in emerging markets, currently heading Rockefeller Capital Management's international business. He shares invaluable insights on identifying ripe investment opportunities in developing countries. The discussion delves into the US-China rivalry's risks and its impact on global supply chains, highlighting shifts toward India and Mexico. Sharma also touches on the evolving dynamics of Africa's commodity markets and the rising importance of middle powers in global finance, underscoring geopolitical influences on economic strategies.
33:26
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Quick takeaways
- The geopolitical rivalry between the US and China is prompting businesses to diversify supply chains and seek alternative markets like India and Indonesia.
- Investors should recognize the correlation between political stability and investment opportunities, with new governments often creating favorable conditions for economic growth.
Deep dives
Shifting Strategies Amid Geopolitical Rivalry
The podcast discusses the significant shift in corporate strategies driven by the geopolitical rivalry between the US and China. In the past, CEOs focused heavily on their strategies for engaging with China, but recent years have seen a marked change towards diversification from Chinese dependency. This shift has opened opportunities for countries like India, Mexico, and Indonesia, as businesses seek alternative locations for outsourcing and investment to mitigate risks associated with China. As firms reassess their global supply chains, the emphasis is increasingly on de-risking rather than outright decoupling from China.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode