Geopolitics and Business

The EU has revised its FDI screening regulation, an economic security move that will reshape how many investments arereviewed across Europe. In this episode, Theresa Terzer sits down with Sarah Isabey (Geolytics) to explain what changed, what stays national, and how companies can prepare before the rules apply in January 2028. Further analysis: Geolytics. Hub: https://sinolytics.de/geolytics/geoly...

In this episode, we step back from the headlines to offer a clear, big‑picture walkthrough of why AI chips matter geopolitically, how U.S. export controls are evolving, and what this means for global companies trying to build and operate across borders. In this episode of Geopolitics and Business Briefing, host Theresa Terzer is joined by Kevin Allison, President and Founder of Minerva Technology...

How much substance was really behind the highly choreographed Trump–Xi summit in Beijing? In this episode of the Geopolitics and Business Briefing , host Theresa Terzer is joined by Leonhard Xu to unpack what was announced, what remains unresolved, and what it all means for companies exposed to US–China tensions.   The discussion walks through the symbolism of the state visit, the five key trade i...

Hungary’s election has ended Viktor Orbán’s 16‑year rule and opened the door to a more EU‑aligned course under Péter Magyar. That shift matters not only for Brussels, but also for Beijing. This episode Shaun Ho unpacks how a “team player” Hungary could affect China’s EV and battery footprint in Europe, why Chinese EV OEMs like BYD and battery suppliers such as CATL bet so heavily on Hungary, and h...

In this episode, Bastian Dürr, geopolitical analyst and supply chain expert, discusses how the war in Iran and the situation around the Strait of Hormuz could affect global markets and industrial supply chains. We look at how escalating tensions could drive energy and fuel prices, and how disruptions in the region may translate into shortages and price spikes for key industrial inputs such as sulf...

This episode of the Geopolitics and Business Briefing, produced in collaboration with the Geoeconomic Competition podcast, provides a deep dive into China’s 15th Five-Year Plan. Host Francesca Ghiretti and Sinolytics Managing Partner Dr. Jost Wübbeke analyze the strategic shifts from the previous plan, highlighting a new, intense focus on national security, resilience, and technological self-suffi...

Join us as we break down the essentials of the new Five-Year Plan, clarify what these plans are (and what they are not), and discuss the real-world implications for foreign business executives. Our episode analyzes key themes, such as the transition from investment-driven to consumption-driven growth, the evolving role of government action plans, and the impact of shifting policy keywords. We also...

In this episode of Geopolitics & Business Briefing, Theresa Terzer speaks with Geolytics Consultant Leonhard Xu about Beijing’s newly introduced export control watch list, a significant addition to China’s evolving sanctions architecture. Together, they unpack what distinguishes this new tier from existing blacklists, why Japanese companies were the first to be included, and how the move refle...

In this episode of Geopolitics and Business , Thomas Ramge and Björn Conrad talk with Tiffany Wong, Director of Geopolitical Strategy at HP, about how tech companies navigate an era of fragmentation and geopolitical uncertainty. From U.S.–China tech rivalry and semiconductor policy to the rise of industrial strategies and local content rules, Tiffany explains why scenario planning, breaking down s...

India is navigating a complex geopolitical landscape shaped by rising U.S.-China tensions. In this episode, host Thomas Ramge and co-host Björn Conrad speak with Manash K. Neog, Managing Director of Chase Advisors APAC, about India’s multipolar strategy, economic diplomacy, and emerging business opportunities. Learn how companies can adapt to shifting global dynamics and why India is becoming cent...

In this episode of Geopolitics and Business, hosts Thomas Ramge and Björn Conrad speak with Nicholas Butts, Director of Cybersecurity and AI Policy at Microsoft and co-author of Tech Cold War. Together, they explore the global fragmentation of AI regulation, the rising threat of state-sponsored cyberattacks, and the strategic implications for businesses operating across borders. From the EU’s AI A...

How can companies stay agile when geopolitics upends markets overnight? In this episode of Geopolitics and Business, Thomas Ramge and Björn Conrad sit down with Luisa Kinzius, Managing Partner at Sinolytics, to unpack three pressing questions:   How scenario planning helps firms navigate geopolitical turbulence What tariffs really mean for prices, margins, and customers Where and how organizations...

In this episode of Geopolitics and Business, hosts Thomas Ramge and Björn Conrad are joined by Emily Benson, Head of Strategy at Minerva Technology Futures, to unpack the far-reaching consequences of U.S. trade policy during the Trump administration. Together, they explore the strategic use of tariffs, the ripple effects on international trade relations, and the challenges this poses for global bu...

In the debut episode of Geopolitics and Business , hosts Dr. Thomas Ramge and Björn Conrad lay out the mission behind the podcast: decoding how political power and corporate strategy are increasingly inseparable. Joining them is Ansgar Baums, tech policy expert and seasoned observer of global business-government dynamics. Together, they unpack how export controls, sanctions, and fragmented tech st...

In this kickoff episode, hosts Dr. Thomas Ramge and Björn Conrad lay out the mission behind Geopolitics and Business : making sense of a world where politics and corporate strategy are inseparable. From tech export controls to sanctions, from raw materials to data flows—this podcast decodes how power plays shape global business realities. Join us on this analytical journey with sharp insights and...