FT News Briefing The end of globalisation at Davos
May 24, 2022
World leaders at Davos are concerned that three decades of globalization may be reversing. Business executives discuss how geopolitical tensions are reshaping investment strategies, with a spotlight on Toshiba's potential sale as a key corporate asset in Japan’s energy sector. The podcast also delves into the evolving attitude towards mergers and acquisitions, and highlights the rise of virtual experiences in entertainment, particularly soul-searching amidst the decline of live events. Exciting changes are happening across multiple sectors!
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Geopolitics and Investment
- Geopolitical factors are significantly impacting investment strategies.
- Private equity investors must now consider global events, unlike the post-Berlin Wall era.
Favorable Conditions for Private Equity
- Low interest rates and stable global growth previously favored private equity.
- These conditions allowed for a focus on investment and profit maximization.
Shifting Supply Chains
- Supply chain disruptions are causing companies to rethink operations.
- Businesses are moving production closer to customers and reevaluating supply chain control.