A world with slower growth and heightened geopolitical tensions is making the operating environment for tech, media, and telecom (TMT) companies riskier, more complex, and costlier. The global supply chains organized to optimize profit and speed that ruled international trade for two decades under globalization have been twisted out of shape.
US-China competition is the single most important geopolitical driver in the global economy and the driving force in decoupling global supply chains. Both countries are trying to secure their supply chains while simultaneously aiming to weaken the other’s economic and technological standing.
Executives must now make delicate judgments about which suppliers to choose, where to set up operations, which markets to target, and where to invest. They must make contingency plans for geopolitical factors as they do for natural disasters. However, there still is a significant gap in insurance protection against supply chain, political violence and terrorism (PVT), and cyber business interruption and damage.
US-China competition is the single most important geopolitical driver in the global economy and the driving force in decoupling global supply chains. Both countries are trying to secure their supply chains while simultaneously aiming to weaken the other’s economic and technological standing.
Executives must now make delicate judgments about which suppliers to choose, where to set up operations, which markets to target, and where to invest. They must make contingency plans for geopolitical factors as they do for natural disasters. However, there still is a significant gap in insurance protection against supply chain, political violence and terrorism (PVT), and cyber business interruption and damage.
Scope
- In the past, businesses and investors could largely ignore geopolitical events. That is no longer the case. Since 2019, the global economy has faced significant disruptions and will continue to do so in a world increasingly driven by geopolitics.
- This report delves into five key geopolitical flashpoints: US-China, Europe, India, the Middle East, and Latin America.
- It also analyzes the technologies most vulnerable to geopolitical disruption, including artificial intelligence (AI), semiconductors, clean energy technologies, batteries and electric vehicles, and telecom equipment (including 5G).
Reasons to Buy
- Understand the impact of the geopolitics theme. Identify how the leading tech, media, and telecom (TMT) companies are being impacted by the geopolitics theme. Learn about the key geographic regions affecting the TMT sector.
Table of Contents
- Executive Summary
- Players
- Geopolitical Flashpoints
- Trends
- Technology Impact Analysis
- Companies
- Glossary
- Further Reading
- Thematic Research Methodology
