Dear Readers,
Everyone has an industrial policy now. That used to mean something.
This month: Beijing doubles down, Brussels tightens the drawbridge, Africa gets a fresh wave of capital with familiar strings attached, and AI discovers that disrupting the economy still requires electricity. The signals worth reading are inside.
Read on.
Beijing’s ‘industrial policy of everything’ leaves rest of the world in the dust. Link
British international investment unveils $300 million platform to accelerate Indian renewable power generation. Link
European Parliament approves new EU foreign investment rules. Link
COMESA captures 67% of FDI Flows to Africa, doubling to hit USD 65 billion. Link
Manufacturing and trade – Global EV Outlook 2026 Link
Mexico FDI ranking jumps in 2026 as nearshoring boosts investment. Link
AI Investment has a home bias. Link
Data Center Site Selection: Why Power Defines Where You Can Build. Link
Is AI the New China Shock? Link
Industry Policy is Adapting to Crises, but Remains Hard to Implement Effectively. Link
The Sweet & Sour of India’s Mango Export Dream. Link
Data center site selection strategy update. Link
The fDi Report 2026: Greenfield investment trends in a changing world. Link
Gallup has another survey showing how unpopular data centres are in the USA. Link
The 2026 AI Stanford Report: A huge number of charts on the state of AI. Link
State-Funded Supply Chains: The $108 Billion Industrial Overhaul. Link
AI Penetration in the Enterprise
What’s Working in Enterprise AI
Where is enterprise AI delivering the most today?
The developments we’ve tracked this month highlight a world where industrial policy has become the common grammar of growth, and the contest for investment and talent grows fiercer by the quarter. As AI redraws the map of economic advantage — constrained by power, infrastructure, and public resistance — the race for economic sovereignty is accelerating. We’ll keep monitoring these shifts as the new global order comes into focus.
The journey continues.
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