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Our Latest Thinking on Global Markets

The rise of digital consumers, shifting geopolitics, and trade uncertainty have redefined the markets driving the global economy. Explore BCG’s latest thought leadership on global markets for key insights into the forces affecting global business—and for perspectives on developments in emerging markets.


Featured Insights

Geopolitics and Trade Impact

Global Trade Goes Digital

Global Trade Goes Digital

As digital transforms both the how and the what of global trade, companies must understand their own context, marry their digital and global agendas, and help shape policy that is economically sensible and politically robust.

Unpacking the US−China Tech Trade War

Even if the US and China reach a deal in their current tariff dispute, the bilateral technology trade relationship is unlikely to return to the old status quo.

Winning in Emerging Markets

Building the New Global Enterprise

Building the New Global Enterprise

The structure of the multinational company that evolved over half a century is being overhauled as organizations adopt new value propositions for a radically changing global economy.

Winning in Emerging Markets - Why Some MNCs are Still Winning Big in Emerging Markets

Why MNCs Are Winning Big in Emerging Markets

Emerging markets offer some of the world’s best growth opportunities, but they also tend to have tough business environments and intense local competition. Still, some global companies continue to win where others fail.

Pioneering One Africa

Pioneering One Africa

Despite multiple barriers, economic integration in Africa is not only taking place, but also gathering speed. The primary drivers of this process are African businesses.

Expert Videos

How Digital Ecosystems Create Value, and How They'll Change in the Future

How Digital Ecosystems Create Value, and How They'll Change in the Future

Digital Consumers in Emerging Markets: The $4 Trillion Opportunity

The Expansion of Southeast Asia's Mass Affluents

Why Partnerships, Joint Ventures, and Alliances Fail

Successfully Exiting a Joint Venture

Globalization Isn’t Declining—It’s Transforming

Pioneering One Africa

Why Local Dynamos Are Winning in Emerging Markets

How Digital is Changing the Game in ASEAN

Finding a New Normal for Global Trade

How Global Companies Can Transform to Optimize for Growth

The Evolution of Collaboration

Globalization in India

How Asia Can Win in the New Global Era

How Asia Can Win in the New Global Era

As economic nationalism and digital technology radically redefine the world economy, Asian economies and businesses are in a strong position to lead in globalization’s next phase.

India: Growth and Jobs in the New Globalization

India is facing a challenge in achieving the objective of 'growth with jobs' in the changing global environment. This study identify the drivers of growth and job creation and the critical leverage points where focused policy action is necessary to overcome this challenge.

Riding the next wave of globalization: Policy priorities for India

India’s policies are being crafted to help strengthen its competitive advantage in a globalizing world. But what happens if the basis of that globalization changes? The UK’s recent decision to exit the European Union—popularly termed Brexit—has been touted as an indicator of the end of globalization.

Tiger Roars: An In–Depth Analysis of How a Billion Plus People Consume

The Consumer and Retail Practice, along with The Confederation of Indian Industries (CII), released a report titled The Tiger Roars: An In–Depth Analysis of How a Billion Plus People Consume.This report examines in detail the shape and size of consumption expenditure in India, and its expected evolution over the next decade.

Regional and Industry-Specific Insights

Global Growth Hot Spots

Multinational companies need a new approach for identifying global growth opportunities in this new phase of globalization. Consider the opportunities within a market, rather than the market’s economy overall.

Explore the global hot spots

Customer Insights

Beyond the “Crazy Rich”: The Mass Affluent of Southeast Asia

Beyond the “Crazy Rich”

A regional market of 57 million people is growing rapidly—and it is much more accessible than many companies realize.

The New Globalization: A Collection

Globalization is in the midst of a profound change. Companies must dispel the myths of globalization (as we’ve come to know it) and understand the new realities.

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