All Things Policy Geopolitics in Flux: Challenges and Opportunities for Companies
Sep 26, 2025
Srividya Jandhyala, an Associate Professor at ESSEC Business School and author of The Great Disruption, discusses how shifting geopolitics are impacting modern business strategies. She highlights that managers now need policy skills in their roles and identifies four key geopolitical factors influencing decisions. Jandhyala emphasizes the constraints of remote work and the rising importance of corporate nationality in determining geopolitical risks. She warns that focusing too much on geopolitical issues may distract CEOs from core operations.
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Geopolitics Shifted From Tailwind To Headwind
- Managers historically treated geopolitics as a tailwind that enabled global expansion.
- Now geopolitics is often a headwind reshaping core business risks and decisions.
Job Listings Reveal New Manager Skills
- Srividya checked job listings and found managers now expected to handle export restrictions and government relations.
- These requirements appeared in product and IT manager roles, not just corporate affairs.
Four Geopolitical Factors That Tip Investments
- Four geopolitically shaped factors now tip investment decisions: market access, level playing field, investment security, and institutional alignment.
- Companies still seek profit but must price these geopolitical uncertainties into decisions.
