Articles

Navigating corporate geopolitics in a world between orders

In the midst of Trump’s tariff shenanigans and escalating US-China trade war, I wrote an opinion piece titled “Navigating corporate geopolitics in a world between orders“, published in Arabian Business.

Laying out the core thesis of our corporate geopolitics consultancy Alagan Partners, I noted that “The global economy continues to navigate a complex landscape marked by shifting geoeconomic power, a multiplication of localised proxy conflicts, disrupted supply chains, and heightened technological polarisation“.

Our thesis is based on four core pillars:
📍 The new tectonics of global geoeconomics
📍 The end of globalisation and global rebalancing
📍 The Global South and new supply chains
📍 Energy transition and technology choices

I go on to illustrate these pillars with a specific case in point, and a subject of expertise at Alagan Partners: the automotive industry. And I highlight the specific role that GCC economies can play in instilling fresh momentum in international trade and cross-border investment, thanks to a pro-active and un-aligned diplomacy.

An African proverb goes like this: “When elephants fight, it is the grass that suffers“. The way forward for the grass: “By investing in comprehensive risk assessment frameworks and fostering collaborative partnerships across borders, businesses can not only weather geopolitical storms but capitalise on emerging opportunities in this rapidly evolving global landscape.”

Thank you to Tala Michel Issa for publishing this piece.

Read the full article here.

Picture credits: Shutterstock

Nicolas Michelon

Nicolas is a corporate geoeconomics and strategic & business intelligence expert with 25 years of experience in the Asia-Pacific, and more recently in the Gulf and Türkiye. A Managing Partner at Alagan Partners, he advises corporate executives on how to navigate the current geopolitical and geoeconomic environment, mitigate risk and develop prospective scenarios. He is also an Adjunct Professor & Guest Lecturer in geopolitics, geoeconomics and business intelligence at ESCP Business School (France), Galatasaray University (Türkiye), University Mohammed VI Polytechnic (Morocco), and Ecole de Guerre Economique (Paris School of Economic Warfare).

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