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Sectors

Intelligence tuned to how your industry makes money.

Political and policy risk looks different to an infrastructure investor than to a technology company. We organise our work around the exposures that define each sector.

01

Energy, power and natural resources

Oil, gas, power, renewables and mining face licensing risk, tariff politics, payment arrears, resource nationalism and transition policy, in South Asia and well beyond it.

Typical questions: power purchase agreements and arrears, LNG and fuel import policy, hydropower and cross-border power trade, renewables auctions, critical minerals.

02

Financial services and investors

Funds, banks, development finance institutions and insurers need to price sovereign, policy and governance risk, particularly in markets where IMF programmes and elections set the pace.

Typical questions: sovereign and debt restructuring risk, IMF programme conditions, capital and foreign exchange controls, sanctions exposure, investment screening.

03

Technology and digital services

Technology companies face export controls, data localisation, content regulation and industrial policy that differ sharply between Washington, Brussels, New Delhi and other capitals.

Typical questions: data protection and localisation, platform regulation, export controls, digital taxes, IT services and outsourcing policy.

04

Infrastructure, logistics and trade corridors

Ports, corridors and long-lived concessions are exposed to contract renegotiation, permitting, border closures and strategic competition between major powers.

Typical questions: concession and public-private partnership risk, port and corridor projects, transit trade, chokepoints and shipping routes, tariff policy.

05

Textiles, apparel and manufacturing

European and American brands depend on Asian factories. Labour politics, trade preferences, energy supply and new due diligence laws all move faster than most supply chain plans.

Typical questions: EU, UK and US trade preferences and tariffs, LDC graduation, supply chain due diligence and forced labour rules, labour unrest, energy supply to industry.

06

Healthcare and pharmaceuticals

Drug pricing, registration, procurement and supply security are highly political, and South Asia is both a major global supplier and a large, underserved market.

Typical questions: drug pricing and registration, public procurement, supply security and import dependence, regulatory enforcement, trade policy on medicines.

07

Agriculture, food and water

Food systems are shaped by export bans, procurement prices, subsidies, shared rivers and climate shocks.

Typical questions: export restrictions, commodity and subsidy policy, transboundary water, climate and flood risk, food security.

08

Development and public institutions

Development finance institutions, foundations and public bodies need independent research and political economy analysis to design and evaluate programmes.

Typical questions: political economy analysis, programme evaluation, stakeholder mapping, governance and reform tracking, risk monitoring for programmes.

Your sector, your exposure, our analysis.

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