For most of my career, geopolitical risk was something businesses watched from a distance. Today it shows up in oil, freight, currencies and supply contracts, and India Inc needs to price it into decisions.
Tag Archives: supply chain resilience
For decades, companies designed supply chains around one primary question: Where can we produce most efficiently? That calculation is changing. Geopolitical tensions, export restrictions, tariffs, critical-mineral dependencies and disruptions to major trade routes are forcing businesses to consider another question: Can we still depend on this supply chain when the world changes suddenly? This is […]
The dream of a frictionless, borderless marketplace has run aground. Since the early 1990s, the global economy operated on the assumption that capital and goods should naturally migrate to wherever they could be handled most efficiently. This was the golden age of globalisation. Today, however, that logic is being dismantled. We are entering a period […]