Succeeding in situations that are dynamically shaped by the aspirations of rising peoples, their rivals, politics, society, markets and the environment – where rules seem to apply but are often rewritten

Any transition from one power to another or to a more multi-polar world is now widely expected to see China and India as major beneficiaries. The first decade of the 21st Century has taught us that old assumptions – market capitalism as the only way forward, the fall of other non-democracies, the end of war, the irrelevance of physical assets in the face of new technology, a US-UN driven era of peace and prosperity, to name a few – can be overturned very quickly. A number of critical themes are already redefining the rules of the game in the world today. With these lessons fresh in our mind, it is inappropriate to accept the inevitability and speed of the rise of the East and the fall of the West. The outcome does not have to be so.

We aim to be thoughtful on the nature of the geo-political-economic environment that is emerging and the scenarios that this results in. From this thinking emerges a series of strategic implications for countries, industries and companies. The over-dependence on formulaic strategies has been discredited. Opportunity and risk will be dynamically shaped in the light of how the protagonists will play out their games.

We have invested to create a highly distinctive approach to thinking strategically about how leaders can position in such a world and what the implications are for companies, entrepreneurs and investors.