Geopolitical risk is now a business variable

Trade restrictions, investment controls, technology competition and shifting political relationships are changing the conditions under which global companies operate. Sinolytics helps decision-makers understand what is changing, where their business is exposed and which choices deserve attention now.

Geopolitics is reshaping trade, investment and competition.

Political relationships increasingly affect market access, supply-chain design, technology choices and the direction of investment. The challenge is not to follow every development. It is to identify which changes can affect your business, and what they require you to do.

We connect geopolitical developments with their commercial implications, helping leadership teams assess exposure, test assumptions and make decisions under uncertainty.

Beyond headlines: understand the dependencies that matter.

Geopolitical developments rarely affect a company through one channel.

A policy change can alter trade conditions, technology access, supplier choices and competitive pressure at the same time. Our analysis brings these connections together. We help you separate immediate exposure from longer-term structural change, identify the decisions that need preparation and focus management attention where it can make a difference.

U.S.-China relations

Competition between the United States and China is changing the rules for global business. Tariffs, export controls, investment restrictions and technology policies can affect market access, sourcing, partnerships and product strategy. We assess how changes in the relationship may affect your sector and operating model, and help you distinguish between direct exposure, second-order effects and risks that remain speculative.

Supply chains

Supply-chain resilience starts with knowing where your exposure actually sits. Geopolitical risk can enter through suppliers, raw materials, processing capacity, logistics, data infrastructure or regulatory dependencies. We map relevant dependencies beyond tier one, assess the business impact of disruption and support practical stress tests, diversification decisions and monitoring priorities.

Trade and investment policies

Trade and investment rules increasingly shape strategic choices. Export controls, sanctions, tariffs and investment screening can change how companies source, invest, transfer technology and structure cross-border operations. We explain the policy direction behind these measures, assess their implications for your business and help identify practical options before a rule becomes an operational constraint.

EU-China relations

The EU–China relationship is becoming more strategic, and more demanding for business. Trade measures, economic-security policies, regulatory requirements and changing dependencies are affecting how companies assess China-related exposure. We help leadership teams understand the direction of travel, separate political signalling from material business impact and prepare for decisions involving investment, technology, market access and supply chains.

Chinese competition abroad

Chinese companies are competing internationally with greater scale, speed and technological capability. Their expansion can affect competitors, suppliers, customers and industry structures well beyond China. We assess where Chinese companies are building an advantage, how policy and financing conditions shape that expansion and what it means for your competitive position in international markets.

Split tech stack

Technology ecosystems are becoming less integrated and more political. Different standards, data rules, platforms and technology controls are creating practical constraints for companies operating across markets. We help clients assess how this fragmentation affects technology choices, product design, data flows, partnerships and long-term investment decisions.

Talk to an expert

Need to understand what geopolitical change means for your business? Our experts connect political and geo-economic developments with the decisions companies have to make. Bring us a specific exposure, strategic question or emerging issue, we will help define what needs to be understood first.

Björn Conrad
CEO

Björn Conrad, CEO and co-founder of Sinolytics, has almost two decades of experience analyzing China and its role in the global business environment.

Insights on shifting global dynamics

How geopolitical developments reshape business strategies and market realities.

Explore curated analyses and news that unpack how power shifts, policy trends, and regional tensions influence global operations — and what they mean for your strategic decisions.

Insights & News Topics

Your questions about Sinolytics and Geolytics answered

Sinolytics delivers leading expertise on China's politics, economy, and regulatory landscape. Geolytics helps businesses navigate geopolitical and geoeconomic developments across global markets. Together, we provide multinational companies with in-depth analysis, tailored strategies, and actionable recommendations to support informed decision-making.

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What is Sinolytics?


Sinolytics delivers leading expertise on China's politics, economy, and regulatory landscape. We help international companies navigate China's complex policy and market environment with analysis and strategies that enable clear, well-founded decisions. Our teams in Berlin and Beijing combine local insights with a deep understanding of global corporate needs.

What sets Sinolytics apart from other consultancies?

We specialize in the intersection of politics and business. Our diverse team offers deep China expertise, geopolitical insight, and tailored, actionable strategies, independent, precise, and grounded in real-world dynamics.

What is Geolytics?

Geolytics is the sub-brand of Sinolytics that broadens our focus to global geopolitical and geoeconomic developments. Under this brand, we group our services that help businesses navigate complex dynamics across major international markets, providing in-depth analysis and strategic guidance beyond China.

What types of clients do you work with?

We support leading multinational companies, investors, associations, and public institutions from a wide range of industries. Our clients are typically organizations with complex global operations headquartered in North America, Europe, and Asia. Our clients need to understand and strategically manage the intersection of politics, markets, and geopolitics to succeed.

Can I speak directly with an expert on a specific topic like digital policy or supply chains?

Absolutely. Every topic we cover, from digital governance to geopolitics, has a dedicated expert at Sinolytics. Just head to our expert overview or get in touch directly for a personal conversation.

What services do you offer?

Our work spans strategic analysis, policy monitorings, regulatory assessments, geopolitical scenario planning, competitor research, and hands-on support to adapt strategy and operations.

Where is your team based?

Our team is based in Berlin and Beijing, and also closely connected to key political hubs like Washington (D.C.), Brussels, New Delhi, and beyond, ensuring clients stay informed and prepared.

Still wondering how we can help with your specific challenge?

Let’s talk — one of our experts is just a message away.

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