Geopolitics Reshapes Global Economy: Trump, Budget, and Investment Strategy

• The article highlights a shift from an integrated global economic order to a geopolitical marketplace, influencing everything from climate policy to investment portfolios.
• Donald Trump's actions, such as eyeing Greenland and seeking regime change in Iran, are seen as using economic access and resource control for statecraft.
• Control over critical minerals, rare earths, lithium, and energy is crucial for dominance in green tech, AI, and defense, driving strategic stockpiling and supply chain rewiring.
• The US withdrawal from climate initiatives is viewed as a strategic move to force rivals to bear higher transition costs, weaponizing climate vulnerability in economic rivalry.
• India's Budget 2026 is recast as a strategic tool to navigate this new landscape, focusing on national security, strategic autonomy, and fortifying domestic capital markets.

Why It Matters: Geopolitics now dictates global economics, requiring a strategic shift in national policies and investment approaches.