2023/10/10

Jonathan Aiken on geoeconomics in international affairs

Jonathan Aiken, Partner and Head of London, joined a panel of guest speakers and alumni at The Caledonian Club in London to discuss the topic of geoeconomics in international affairs, as part of the George Washington (GW) Elliott School Dean’s Global Perspective Series.

Jonathan was joined by Sarah Carlson, Senior Vice President of Sovereign Risk at Moody’s Investors Service, and Kelly Miely, Partner at Deloitte MCS, in London.

The key trends discussed during the panel discussion were:

  1. Global de-risking and localisation of assets:
          1. A continuing trend of disaggregation of assets based on supply chain optimisation, greater local management control, and continuing geopolitical tensions
          2. Continuing diversification in Asia: expansion of China +1 strategy and increased focus on China to China  
          3. On-shoring and near shoring: the rise of Eastern Europe and Turkey as alternative production destinations
  2. The increasing importance of India:
          1. Significant year-on-year creation of engineering talent
          2. On-shore and off-shore delivery of outsourced technology services
          3. Increase in home market relevance: increased inflows and investment, including private equity
  3. Professionalisation of Private Equity in Asia:
          1. Replication and expansion of Western Private Equity models in Asia
          2. The rise of mega hubs such as Singapore for capital deployment
          3. Increasing diversification of investment strategies and risk models

About BDA Partners

BDA Partners is the global investment banking advisor for Asia. We are a premium provider of Asia-related advice to sophisticated clients globally, with over 25 years’ experience advising on cross-border M&A, capital raising, and financial restructuring. We provide global reach with our teams in New York and London, and true regional depth through our seven Asian offices in Mumbai, Singapore, Ho Chi Minh City, Hong Kong, Shanghai, Seoul and Tokyo. BDA has deep expertise in the Chemicals, Consumer & Retail, Health, Industrials, Services, Sustainability and Technology sectors. We work relentlessly to earn our clients’ trust by delivering insightful advice and outstanding outcomes. BDA Partners has strategic partnerships with William Blair, a premier global investment banking business, and with DBJ (Development Bank of Japan), a Japanese government-owned bank with US$150bn of assets.

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