How To Become The Land Of Milk And Honey: Geopolitics And FDI
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In our Beta report, we do something different. We focus on what factors create a macro context that is conducive to FDI inflows. Market size, trade openness, and infrastructure quality drive appeal, but secondary factors like governance and overall business climate play a meaningful role as well. As FDI reshuffles around geopolitics and new supply chains, competition will heat up among both destinations and investors.
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BCA Research | GeoMacro
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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