A Geopolitical Compass for Companies!?
summary
Geopolitics and advanced technology become the two dominant forces reshaping corporate strategy, forcing firms to reallocate capital, people and reputation and to choose between U.S. and China on tech fronts. Europe launches a Chips Act to quadruple production to 20% by 2030 while the U.S. targets ~30%, aiming to rebalance supply chains. Advice centers on prepare for regionalization, factor demographic shifts, use forums like Munich for listening, and mobilize funds such as the €700 billion Recovery Fund.
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