
地政学的な激動の時代に必要な、企業の「筋肉」を構築するには
過去1年間に、地政学的な混乱はリスクレベルを上昇させると同時に、様々な分野で新たな機会を生み出す可能性があることを示しました。また、貿易の分断化、技術分野における戦略的競争の激化、サプライチェーンへの圧力により、地政学はビジネスパフォーマンスを形作る中心的な力となっています。かつては例外的な事象と思われていたものが、今や普遍的かつ持続的なものとなりました。
Analyst of the world trading system, with a particular focus on commercial policy dynamics, protectionism, and their links to key geopolitical trends and to corporate strategies. Founded the Global Trade Alert, the independent trade policy monitoring service, and the Digital Policy Alert, both of which are housed in the St. Gallen Endowment. Contributes thought leadership to a wide range of audiences. Professor of Geopolitics & Strategy at IMD Business School.
過去1年間に、地政学的な混乱はリスクレベルを上昇させると同時に、様々な分野で新たな機会を生み出す可能性があることを示しました。また、貿易の分断化、技術分野における戦略的競争の激化、サプライチェーンへの圧力により、地政学はビジネスパフォーマンスを形作る中心的な力となっています。かつては例外的な事象と思われていたものが、今や普遍的かつ持続的なものとなりました。
The past year has shown how geopolitical disruptions can simultaneously raise risk levels and generate new opportunities across sectors. Trade fragmentation, intensifying strategic compet...
Unlike the Cold War, the starting point for the current bout of geopolitical rivalry was a dense set of cross-border commercial ties between protagonists. Companies with international ope...
Muchos gobiernos occidentales formulan la política relativa a las materias primas críticas en términos de seguridad de abastecimiento y se preocupan por la "dependencia" de naciones hosti...
Many Western governments frame policy towards critical raw materials in terms of security of supply and fret about "dependency" on hostile nations. Governments of nations with lots of mat...
This month started with welcome news from the World Trade Organization (WTO). Despite many service sectors being clobbered during the pandemic, year-on-year growth in trade in services wa...
Life is full of ironies. The internet was to herald an era of greater transparency and accountability of governments – putting more information in the hands of citizens. Yet, it turns out...
Falling rates of global trade growth have attracted much comment by analysts and officials, giving rise to a literature on the ‘global trade slowdown’ (Hoekman 2015, Constantinescu et al....









