From Blind Spots to Insights 2025

How firms are strengthening their geopolitical radar Tracking geopolitical risks can be outsourced, but translating that information into the “so what?” is a critical and highly company-specific task that must be entrusted to the right business function.2 That geopolitics can have a material impact on companies with cross-border operations is no longer contested. An April 2024 study by analysts at the Federal Reserve Bank of New York found that US export restrictions on certain technologies had wiped $130 billion off the stock market valuations of affected American suppliers.2 Their employment and profitability also fell. Seeking to avoid such losses requires the development of a geopolitical radar and the muscle to make use of the insights generated. The former is an essential input to the latter. The focus of this white paper is on the ways in which firms are strengthening their detection, understanding and assessment of the many geopolitical factors that have surfaced over the past decade. The way in which firms utilize these inputs and turn them into geopolitical muscle will be addressed in a planned third report in this series of white papers. US export restrictions on certain technologies wiped $130 billion off the stock market valuations of affected American suppliers. From Blind Spots to Insights: Enhancing Geopolitical Radar to Guide Global Business 10