09:20-10:25

Incorporating Geopolitical Analysis into your Investment Process

Vice President, Geopolitical Strategy, BCA Research

  • Why geopolitics is essential to the investment process
  • How to approach political and geopolitical issues with methodological rigor
  • Three case studies: US politics, US-China trade tensions, and European populism
  • The 2019 geopolitical outlook and its implications for markets

Moderator: Ananth Narayan
Associate Professor, SP Jain Institute of Management and Research (SPJIMR)