Geopolitics and emerging economies are the predominant themes in 2023. Transport and infrastructure companies are particularly focused on geopolitics, with China leading in mentions and India in the second spot. China's Belt and Road Initiative (BRI) and its investment in rail links with Nepal have caused concerns in India about Beijing's influence. The connection between geopolitics and transport in India and China is unlikely to decrease due to their interdependency in the supply chain for electric vehicles.
Source: Link