Macro Hive Conversations With Bilal Hafeez Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'
Jan 30, 2026
Srividya Jandhyala, a management professor at ESSEC and author of The Great Disruption, explores how geopolitics now shapes corporate strategy. She discusses the shift from a flat world to structural geopolitical headwinds. Short takes cover corporate nationality trumping product, lessons from mining and energy, the Jenga of accumulating frictions, and how AI and localization are remaking business decisions.
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Events Have Long Tail Business Effects
- Relying on isolated geopolitical events underestimates their long-tail effects on corporate behavior.
- Companies change strategy, risk assessment, and dependencies long after an event ends.
Geopolitics Shifted From Tailwind To Headwind
- Geopolitics was always relevant but has shifted from a tailwind to a headwind for many firms.
- Managers trained in earlier eras must now incorporate geopolitical constraints into strategy.
Energy And Mining Knew Political Risk
- Mining and oil firms long mastered political partnerships and stakeholder management.
- In contrast, tech and e-commerce firms rode globalization's tailwind and now face novel geopolitical friction.
