Geostrategic Analysis: monthly briefing
Each month, our Geostrategic Business Group analyzes key geopolitical developments and what they mean for business.
Our monthly analysis of key geopolitical developments and their business impact.
In this issue
The top development of the month, a sector in focus, other issues we are watching and our indicator of the month.
Top development
What happened
A summary of the most significant geopolitical development of the month.
What's next
How the situation may evolve in the coming months.
Business impact
Implications for supply chains, markets, regulation and investment.
Sector in focus: private equity
What happened
Geopolitical developments affecting deal flow, valuations and exits.
What's next
Expected changes in investment screening, financing and fundraising.
Business impact
How fund managers and portfolio companies can respond.
Other issues we are watching
Elections and policy direction
Upcoming elections that could change policy in major markets.
Business impact
Possible effects on regulation, taxation and trade.
National and state-level policy changes
How policy may diverge between national and regional governments.
Business impact
Compliance and investment implications.
Local government and infrastructure
How local politics affect infrastructure and public services.
Business impact
Opportunities and risks for infrastructure investors and service providers.
Geostrategic indicator of the month
The indicator
A data point that illustrates a broader geopolitical trend.
Business impact
What the trend means for strategy.
In this series
Earlier briefings are available from our geostrategy hub.
Summary
Geopolitics is a constant factor in business decisions. Our monthly briefing helps leaders stay ahead.
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