The report surveyed 250 executives across the region from private and public companies, most with revenues over $1 billion, on their evolving strategic goals and the forces driving portfolio reviews.
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Five key external forces are driving this need for portfolio rebalancing. First, navigating geopolitical tensions cause dislocation of marketplaces, supply chains, and trade partners. Second, capital efficiency regulation require companies to disclose capital returns below the threshold.
Third, the rise of…