The macro manifesto: Decoding the new world order & re-routing of smart money

Investors are shifting their focus to emerging markets like India, Southeast Asia, and the Gulf states due to geopolitical conflicts and tech rivalries. This shift is challenging traditional investment strategies and leading to increased interest in these regions. The result is a growing importance of strategic investments in infrastructure and commodities, which are expected to play a key role in the new global economic landscape. This trend is set to be a major topic of discussion at the upcoming ET Alpha Wealth Summit.

Why it matters

Geopolitical conflicts and tech rivalries are challenging investors, making them cautious. Transformations in the global economy are reshaping investment strategies, leading to a risk-off sentiment.

Market impact

Markets & countries in focus

Transmission channels

Likely winners & losers

Explore the intelligence

MeridStreet does not reproduce source articles. The summary and analysis above are generated by MeridStreet from public headlines and its own market model; the original reporting belongs to Economic Times. For information only — not financial advice.