The World Today
Markets no longer move to the old rhythm of globalization. Power politics, industrial policy and the redirection of capital are rewriting the rules, and three themes in particular merit close attention.
The end of easy globalization
The rules-based international order is weakening, giving way to selective cooperation and national priorities. Tariffs, subsidies and security concerns are reshaping trade, supply chains and capital flows.
Capital flows in transition
As governments step back into shaping industries, investment flows are becoming more local, strategic and state-influenced. Investors must reassess diversification, risk premia, and cross-border allocation frameworks.
APAC: A new centre of gravity
Asia Pacific offers structural resilience—buoyed by reform momentum, demographic tailwinds, and regional trade depth.
The region is not just absorbing capital; it is attracting it—reshaping the global investment map.
Video Introduction to Our Latest Paper
Hear from Christy Tan, Investment Strategist at Franklin Templeton Institute, about her latest paper APAC—Beyond Globalization. Explore how shifting trade dynamics, evolving supply chains and emerging growth corridors are reshaping investment opportunities across the Asia-Pacific region.
Three Roads Forward
These transformations inevitably converge on trade—the backbone of the global economy. To navigate the road ahead, we outline three possible trajectories: targeted sectoral measures, broad-based protectionism, or a revival of global cooperation.
APAC’s Next Move
Uncertainty is the new baseline; execution is the edge. APAC’s playbook now runs from market deepening to cross-border deals and industrial upgrades. So how are APAC economies putting strategy into action?
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