The transition from one power to another or to a more multi-polar world is now widely expected to see India as a major beneficiary. The first decade of the 21st Century has taught us that old assumptions – the current form of market capitalism as the way forward, dictatorships and autocracies, 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 world we live in. With these lessons fresh in our minds, 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.
In 2010, a series of changes swept the world triggered by the coming-of-age of information, personal technology, media and real-time media networks. Thinking on the changing nature of power and how it is exercised is still evolving. Political, business, scientific and financing leaders are clearly out of sync with the new and rising will of individuals organised ad hoc in mass groups. This is already spurring revolutions across the world – some led by force and some by words alone – that are set to change the world order. The dimensions of this will of course affect India in dramatic ways too.
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 transnational institutions, countries, industries and enterprises. We have seen that the over-dependence on formulaic strategies has been discredited. We expect that opportunity and risk will be dynamically shaped in the light of how a multitude of protagonists play out their parts in what is a more complex world stage.
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.