Geopolitical & Strategic Risk Advisory

The World Has Changed.
Is Your Strategy
Keeping Up?

Geopolitical risk is no longer a background variable. It is a primary driver of business outcomes - reshaping supply chains, investment flows, regulatory environments and market access at a pace that outstrips most corporate planning cycles.

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India's Geopolitical Moment

3rd

Largest economy by PPP - on track to become 2nd by 2038, surpassing the USA

$308Bn

US imports from China in 2025 - a 42% decline from 2018, creating India's window

18%

Current US tariff on Indian goods vs 30%+ on China - a structural competitive advantage

6.4%

Consensus GDP growth forecast FY2026 - fastest growing major economy in the world

US Tariff Uncertainty

Structural

The Trump tariff regime has fundamentally rewritten global trade economics. This is not temporary.

Supply Chain Rewiring

Decade-Long

The China plus many world is creating a permanent structural shift. India is the primary beneficiary.

Board-Level Risk

79%

Of directors with international exposure view geopolitical risk as a threat - yet fewer than 10% have prioritised managing it. (EY 2025)

Our Differentiator

India-First

We filter the world through the prism of Indian commercial opportunity and risk - not Washington or Geneva or Brussels.

The Context

Four Forces Reshaping
Indian Business Today

Understanding these forces - and acting on them before competitors do - is the defining strategic challenge for Indian businesses, governments and investors in the decade ahead.

US Tariff Uncertainty

US tariffs of 18% on India, 30%+ on China and 25% on Iran-linked trade are not temporary - they are structural. Indian businesses face a fundamentally new cost and compliance environment with no clear timeline for resolution. Companies need real-time intelligence and adaptive strategies, not annual risk reviews.

China Plus Many Rewiring

The era of China-centric supply chains is over. Apple, Foxconn, Samsung and hundreds of global firms are actively diversifying to India, Vietnam, Mexico and beyond - creating unprecedented opportunity and intense competitive pressure for Indian manufacturers to move fast and position credibly on the global stage.

India's Contested Alignment

India is the only US-leaning BRICS member - yet its dependence on Russian energy and its BRICS membership create constant diplomatic tension. India's strategic autonomy is its greatest asset and its greatest uncertainty. How businesses and governments navigate this position intelligently determines who wins the decade.

Multipolar Policy Volatility

US executive orders, EU regulations, ASEAN realignments and Gulf state diversification are all reshaping the rules of international business simultaneously. Boards that lack geopolitical foresight are making capital allocation decisions in the dark - while competitors who have built this capability are pulling ahead.

Our Services

Six Integrated Service Areas

Each service area operates independently or as part of a fully integrated geopolitical risk programme. All mandates are led by senior practitioners - never delegated to junior analysts.

Geopolitical Risk Monitoring & Intelligence

Scenario Planning & Strategic Stress-Testing

Supply Chain Geopolitical Risk Assessment

Market Entry & Investment Due Diligence

Government & Regulatory Engagement Strategy

Executive & Board Geopolitical Briefings

Service Areas 01 - 02

Intelligence & Scenario Planning

In a world where a single executive order or military escalation can reshape your market overnight, you need an always-on intelligence feed and the ability to stress-test your strategy against credible geopolitical scenarios before they materialise.

Geopolitical Risk Monitoring & Intelligence

A curated, senior-written monthly intelligence brief covering the 8 to 12 geopolitical developments most material to Indian business. Covers US trade policy, China-India-US triangulation, Middle East supply routes, ASEAN dynamics and sanctions shifts. Complemented by 24-hour sector-specific risk bulletins triggered by material developments, a quarterly Geopolitical Risk Register, and horizon scanning 6 to 18 months ahead.

Monthly Intelligence BriefRisk BulletinsRisk RegisterHorizon Scanning

Scenario Planning & Strategic Stress-Testing

Structured workshops building 3 to 4 credible geopolitical scenarios most relevant to your business - US-India trade deal signed; US-China conflict escalates; Gulf supply disruption; Indian rupee under pressure. For each scenario we work through implications, strategic responses and pre-positioned decisions. Includes war gaming, red team advisory and board-level facilitation producing a formal board resolution on geopolitical risk appetite.

Scenario WorkshopsStrategic Stress-TestingWar GamingBoard Facilitation

Service Area 03

Supply Chain
Geopolitical Risk

The great global supply chain rewiring is a decade-long structural shift. Companies that map their exposure now and act deliberately will build lasting advantage.

Supply Chain Exposure Mapping

Full tier-1 and tier-2 supplier mapping against geopolitical risk parameters - sanctions, tariffs, chokepoints and single-source dependencies.

China Plus One / Plus Many Strategy

Position India credibly as a China alternative, or evaluate diversification destinations against a rigorous geopolitical and operational framework.

Trade Route & Sanctions Advisory

Assess Suez, Hormuz and Red Sea exposure. Monitor sanctions regimes on semiconductors, dual-use technology and Russian-linked entities in real time.

Service Area 04

Market Entry & Investment
Geopolitical Due Diligence

Before capital is committed, political risk must be understood. We provide the geopolitical intelligence layer that underpins sound investment decisions - whether you are a foreign company entering India or an Indian company expanding internationally.

Country Assessment

Country & Market Geopolitical Assessment

Political stability analysis, bilateral relationship trajectory, regulatory risk profile, sanctions exposure, currency and capital control risk, and reputational considerations for specific target markets across the Gulf, Southeast Asia, Africa and developed markets.

Bilateral Risk

Bilateral Relationship Risk Profiling

Deep assessment of the India-specific dimensions of a bilateral relationship. Where is it heading? What are the flashpoints? How does India's strategic autonomy posture affect market access? Particularly relevant for companies with significant exposure to Russia, China, the Gulf or the USA.

M&A Advisory

M&A Geopolitical Due Diligence

Assess the geopolitical risks embedded in cross-border acquisition targets - geography, customer base, supply chain, government contracts and regulatory environment. Flag risks that standard financial due diligence misses, including sanctioned entity exposure and regulatory change risk.

FDI Navigation

Foreign Investment Screening Advisory

As India tightens scrutiny of FDI from border-sharing countries and Western nations expand investment screening regimes, companies need expert navigation. We advise on FDI approval strategy, government engagement plans and structuring options for efficient clearance.

Service Area 05

Government & Regulatory Engagement

This is Stratfield's decisive advantage over every pure-play geopolitical risk firm. Understanding risk is only half the job. The other half is knowing how to engage government to shape, navigate or pre-empt the regulatory consequences. We do both - in one mandate.

Government Relations for Geopolitical Outcomes

Develop and execute a targeted government engagement programme designed to achieve specific geopolitical outcomes: securing FDI approvals, influencing trade policy, managing regulatory risk, obtaining policy exemptions or navigating bilateral dispute resolution. Strategy and execution in a single mandate.

FDI ApprovalsTrade PolicyRegulatory Navigation

Policy Advocacy & Regulatory Shaping

For companies in sectors where geopolitical forces are driving regulatory change - semiconductors, defence, critical minerals, data localisation, energy - we design and execute advocacy campaigns to shape the regulatory environment before it is finalised. Includes coalition building, industry body engagement and direct government interface.

Coalition BuildingIndustry AdvocacyPre-legislative Engagement

Multilateral Forum & Global Platform Strategy

Leverage global forums - G20, WTO, WEF, bilateral trade councils, industry summits - to advance geopolitical positioning and policy outcomes. We design engagement strategies for international platforms, prepare spokespeople and manage follow-through with government counterparts.

G20WTOWEFTrade Councils

Crisis Government Relations

When a geopolitical event threatens your licence to operate - a sanctions listing, a bilateral relationship breakdown, a government investigation - we mobilise immediately to manage government relationships, protect your interests and design a recovery strategy.

Sanctions ResponseCrisis ManagementLicence Protection

Service Area 06

Executive & Board
Geopolitical Briefings

EY's 2025 survey found 79% of directors with international exposure view geopolitical risk as a threat to their business strategy - yet fewer than 10% have prioritised managing it. We close that gap.

Board Geopolitical Orientation

Structured 2-hour briefing establishing a shared baseline for your full board. Delivered in board paper format.

C-Suite Geopolitical Strategy Session

Half-day facilitated session for your executive committee with structured strategy implications and agreed action ownership.

Annual Geopolitical Outlook

Bespoke annual briefing setting out the 5 to 8 geopolitical themes most likely to shape your business in the coming 12 to 18 months.

Rapid Event Briefings

Same-day senior briefings following a major geopolitical event with specific implications for your business and advised response.

Executive board meeting strategy session

Priority Sectors

Sectors Most Exposed to
Geopolitical Risk in India

Not all sectors face geopolitical risk equally. These are the industries where the stakes are highest and where our advisory creates the most value.

Pharmaceuticals & Life Sciences

US tariff threats on pharma imports, API supply chain concentration in China, drug pricing policy shifts and USFDA regulatory dynamics all create material geopolitical exposure for Indian pharma.

Chemicals & Petrochemicals

QCO and BIS regulatory changes, China dumping concerns, Russian feedstock dependencies and US sanctions on Iranian precursors create a highly complex geopolitical operating environment.

Electronics & Semiconductors

US export controls on advanced chips, India's PLI semiconductor ambitions, Apple supply chain diversification and China-Taiwan tension all intersect for Indian electronics manufacturers.

Defence & Aerospace

India's defence modernisation, Atmanirbhar Bharat policy, Russia dependency on legacy systems, US technology transfer restrictions and AUKUS-linked supply chain realignment all require sophisticated navigation.

Energy & Critical Minerals

Russia oil dependence, Gulf supply route risk, green energy supply chains dominated by Chinese components and the critical minerals race between the US and China all directly affect Indian energy strategy.

Technology & Digital Infrastructure

Data localisation mandates, US-China technology decoupling, Chinese investment restrictions, cross-border data flow regulations and AI governance frameworks create a fast-moving geopolitical technology environment.

Agriculture & Food Security

Climate-driven geopolitical food crises, export restriction policies, fertiliser supply chain disruption and WTO subsidy disputes all affect India's agriculture sector and food security posture.

Financial Services & Capital Markets

Sanctions compliance, cross-border capital flow restrictions, SWIFT alternatives, currency geopolitics and the internationalisation of the rupee create material geopolitical risk for Indian financial institutions.

Infrastructure & Real Estate

FDI screening for border-country investment, Chinese contractor restrictions, Belt and Road adjacent risks, and US-India infrastructure partnership opportunities all require geopolitical intelligence and government navigation.

Engagement Model

Three Ways to Work With Us

We offer three engagement models designed to match different levels of geopolitical complexity and client need. Each can be tailored to your specific requirements.

Model 01

Intelligence Retainer

Monthly subscription

Monthly Geopolitical Intelligence Brief
Sector-specific risk bulletins as triggered
Quarterly Geopolitical Risk Register update
2 executive briefing calls per month
Access to rapid event briefing service
Annual geopolitical outlook document

Ideal for companies seeking always-on intelligence without a full advisory commitment.

Model 02

Strategic Advisory Retainer

Quarterly commitment

All Intelligence Retainer services
One scenario planning workshop per quarter
Supply chain geopolitical exposure mapping
Board and C-suite briefing (annual)
Government engagement strategy advisory
Priority access for on-demand crisis counsel
Dedicated senior relationship partner

Ideal for companies with significant geopolitical exposure requiring integrated intelligence and strategy.

Model 03

Project-Based Mandates

Defined scope and timeline

Market entry geopolitical due diligence
M&A geopolitical risk assessment
Board or investor geopolitical briefing
Country or bilateral risk deep-dive
Supply chain rewiring strategy
Government engagement execution
Crisis geopolitical advisory

Ideal for specific geopolitical challenges or decisions requiring focused, time-bound advisory.

Why Us

Why Stratfield Partners for
Geopolitical Advisory

Global geopolitical firms offer broad analysis. We offer something different: India-first intelligence combined with the public affairs capability to act on it.

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India-First Lens

Every global firm offers geopolitical analysis. None of them are positioned specifically at the intersection of Indian business interests and the shifting global order. We filter the world through the prism of Indian commercial opportunity and risk - not Washington or Geneva or Brussels.

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Public Affairs Integration

This is our decisive advantage over Eurasia Group, Oxford Analytica and every pure-play risk firm. Understanding geopolitical risk is only half the job. The other half is knowing how to engage government to shape, navigate or pre-empt the regulatory consequences. We do both in one mandate.

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Senior Counsel Always

Global geopolitical firms sell access to brand and deliver junior analysts. At Stratfield, partners lead every engagement. The expertise you engage is the expertise that works your file. You never speak to someone who is briefed on your situation rather than immersed in it.

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Affordable, Accessible

Eurasia Group and Oxford Analytica serve Fortune 500 clients at rates that exclude most Indian businesses. We provide comparable depth of analysis and senior access at a retainer structure accessible to ambitious mid-market Indian corporates, state governments and industry associations.

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Actionable, Not Academic

Geopolitical analysis that does not result in clear business decisions is a cost centre, not a competitive advantage. Every Stratfield engagement ends with specific, prioritised, actionable recommendations - not scenario frameworks that require internal translation.

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Global Network, India Roots

Our network spans New York, London, Geneva, UAE and Southeast Asia, giving clients access to on-the-ground intelligence across the markets that matter most for Indian business - combined with deep relationships across central and state government in India.

The World Has Changed.Is Your StrategyKeeping Up?

Four Forces ReshapingIndian Business Today

Six Integrated Service Areas

Supply ChainGeopolitical Risk

Market Entry & InvestmentGeopolitical Due Diligence

Executive & BoardGeopolitical Briefings

Sectors Most Exposed toGeopolitical Risk in India