💲⚠️ Geopolitics Reshapes Global Investment Landscape (Again)

Adapting to the new investment map full of "geopolitical mines"

Mar 20, 2025

∙ Paid

For almost a decade now, global investment has been colliding with geopolitics, resulting in the most outlandish policies.

The Biden administration imposing new limits on “outbound investment” in 2023, giving Washington direct control over the conduct of its corporations in the world’s second-largest economy, with the largest middle class, represents one of these policies. The rules are new “fault lines” in the investing world, accelerating the rise of “vertical globalization,” where walls and barriers (i.e. economic, ideological, political) exist everywhere.

Such a radical set of rules were once rare and generational.