One of the things we do so that we can advise our clients effectively is how the geo-political situation is evolving and will impact their businesses. This post from our CEO shares a Substack post from Ian Bremmer which argues the risk of a cold or hot war between the US and China has declined and that globalization is far from dead.
Strategy Consultant & Founder of Pepper Foster Consulting I We help Fortune 1000 firms find and implement Goldilocks solutions that make a difference.
Really interesting Substack post from Ian Bremmer, founder and president of Eurasia Group, a political risk research and consulting firm that advises political and business leaders worldwide. He argues that the risk of a cold or hot war between the US and China has declined because of their mutual internal challenges and distractions and because their global market leadership in different tech (AI for the US and clean energy for China) as well as their importance as trading partners for the rest of the world means that most other economic powers (eg Europe and India) will refuse to take sides. He also says that the 2027 deadline for “resolving the Taiwan situation” in China which I posted about about a year ago, has been relaxed, reducing the likelihood that China will move on Taiwan in this decade.