Geopolitics disrupt global trade and supply chains: Navigating a new era of political risk

Escalating geopolitical risk—from U.S.-China tensions to rising trade barriers—is putting global supply chains under pressure. Tariffs, export controls, sanctions, and rising raw material costs are challenging international businesses like never before. These are not temporary disruptions. They represent a lasting shift—driving demand for strategic risk mitigation and enhanced supply chain resilience and transparency.

Geopolitical tensions are redefining global trade and strategic positioning

As geopolitical tensions reshape trade and investment dynamics, businesses must rethink how they manage risks and opportunities. We provide deep insights into U.S.-China and EU-China relations, evolving policies, and competitive challenges—helping you build resilience in an increasingly fractured global landscape.

Beyond China: A nuanced view of today’s geopolitical dependencies and dynamics

Decoding the complexities shaping global geopolitical dependencies.

Geopolitical shifts are reshaping trade, technology, and competitive landscapes worldwide. Our expertise helps you anticipate change, identify hidden risks, and craft strategies that turn disruption into advantage.

U.S.-China relations

U.S.-China relations have moved from rivalry to systemic decoupling — and businesses are caught in the crossfire. We help businesses navigate the complexities of U.S.-China relations with tailored insights and strategies. From tariffs and technological decoupling to supply chain resilience and geopolitical risk, our Geopolitical Advisory enables informed decisions in a volatile global landscape.

Supply chains

The era of global free trade and frictionless supply chains is over.
Geopolitical tensions are disrupting established sourcing models and exposing hidden vulnerabilities. Companies must now look far beyond tier-1 suppliers to understand their true risk exposure. We map supply chains down to tier-8, identify China-related dependencies, and support resilience planning through scenario-based stress testing and continuous risk monitoring.

Trade and investment policies

Trade and investment policies are no longer just technical frameworks — they’re instruments of power.
As Chinese exports reshape global markets, we help businesses navigate tools such as export controls, sanctions, and investment screenings. Our Geopolitical Consulting supports strategic responses to the increasing fragmentation of global production and supply chain footprints.

EU-China relations

EU-China relations are becoming more strained, structured, and strategic. Our Geopolitical Consulting equips businesses to manage and leverage the EU-China relations, especially in context of rising U.S.-China tensions.  We provide insights on trade barriers, evolving dependencies on China, and supply chain resilience — empowering strategic decisions in an increasingly complex geopolitical environment.

Chinese competition abroad

Chinese firms are no longer just expanding — they are outcompeting.
China’s “going global” strategy is accelerating, with state-backed, tech-savvy companies expanding across international markets. Their growing strength in innovation, branding, and localization poses a serious challenge — even for firms with no direct presence in China. We equip you with the insights and strategies needed to understand and respond to this evolving competitive threat.

Split tech stack

Technology is fragmenting into competing spheres of influence.
As the global tech stack splits along geopolitical lines, companies must navigate conflicting standards, data regimes, and platform ecosystems. From semiconductors to digital infrastructure, we help clients understand the emerging tech order and align strategy with the geopolitical direction of travel.

Talk to an expert

Need expert guidance on navigating global geopolitical risks? Our specialists offer tailored insights and strategic advice to help you stay ahead—reach out to learn more.

Björn Conrad
CEO

Björn Conrad, CEO and co-founder of Sinolytics, has almost two decades of China experience.

Insights across our focus topics

Insights that go deeper

Explore our latest analyses across geopolitics, digital regulation, business trends and more — always grounded in real-world relevance.

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Your questions about China Strategy — answered

Working with China raises complex questions—from regulation and compliance to tech trends and geopolitical risk. We’ve gathered answers to the ones we hear most often. If your question isn’t here, reach out anytime — we’re just one conversation away.

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What does Sinolytics do?


Sinolytics is the leading strategy consultancy on China. We offer European and U.S. companies in-depth analysis, customized strategies, and recommendations for well-founded decisions. We bring together market and policy expertise to help clients navigate complexity with clarity. With Geolytics, Sinolytics expands this approach globally while remaining dedicated to its characteristic China focus.

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.

Do you only focus on China?

China is our core, but we also cover Southeast Asia and global geopolitical developments—especially those affecting international business, like U.S.-China-EU relations and supply chain risks.

What types of clients do you work with?

We advise multinational companies across industries, as well as investors, associations, and public institutions navigating complex China-related challenges.

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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