What if data centres follow the railroad playbook?
History rarely repeats itself. But it often offers useful analogies and starting points for thought experiments. Today's race to build—and…
All articles by Martin Kaspar
Martin Kaspar
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Why emerging market equipment rules are putting FDI at risk
Senior executives planning greenfield investments in emerging markets increasingly run into an irksome obstacle, namely governments’ growing hostility to the…
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Green idealism is killing investment in the Global South
For years, Western politicians and CEOs congratulated themselves for “greening” capitalism. Now we are discovering the cost of this virtue-signalling…
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Resilient for now: why the US economy still stands strong
Tariffs have become the central tool in economic policy of late. Conventional economic theory would suggest that imposing tariffs will…
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In FDI we trust? Rethinking FDI in the age of strategic autonomy
On 9 October 2025, the Chinese Ministry of Commerce announced drastic export controls on rare earths, a step that shocked…
