Economic Security Watch

fDi Intelligence

Economic security is an emerging concept with fluid boundaries and lacking a clear definition. Economic security is national security. It’s an idea being embraced by leaders across the world, though some have been following this philosophy for decades. Big change is happening in liberal economies that have long prided themselves on open borders and frictionless trade, scrutiny and protectionist thinking they’ve dealt defence industries is now being applied across to critical minerals, semiconductors and many other sectors of the economy. fDi Intelligence's Economic Security Watch podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up to the podcast here. Hosted on Acast. See acast.com/privacy for more information.

Episodes

  1. Economic security: why defence and biotech are becoming the new investment frontier

    21 APR

    Economic security: why defence and biotech are becoming the new investment frontier

    Economic security is fast becoming one of the most important forces shaping global investment. But is it a constraint on business or a new opportunity? In this first episode of Economic Security Watch, fDi Intelligence's senior editor, Danielle Myles, speaks to Pierluigi Paracchi, co-founder and CEO of Genenta Science, about how government priorities are shifting from globalisation to national security and how that is redefining where and how investors deploy capital. From biotech and pharmaceuticals to defence, aerospace and cybersecurity, strategic sectors are being increasingly protected by governments who want to harness national champions and to protect the supply chains. For investors, this changing landscape is opening up new opportunities, particularly in Europe. In conversation about economic security and what it means today, Pierluigi explains how Italy's Golden Power strategy has changed Genenta Science's business from a biotech company to one that is acquiring companies that fall within this Italian government framework and the opportunity in scaling “national security” companies rather than early-stage startups. Danielle and Pierluigi also discuss how venture capital and private equity strategies must adapt, whether Europe risks losing key industries to foreign ownership and how investors can access strategic sectors while navigating regulation. Sign up for the Economic Security Watch newsletter from fDi Intelligence, a publication from the Financial Times Timestamps: 00:00 - Introduction to Economic Security Watch and what it means 01:30 - How Genenta Science shows the shift from globalisation to national security priorities 04:12 - Italy’s Golden Power strategy 11:44 - Pierluigi Parachhi defines economic security 14:04 - Investment & Nasdaq Strategy 17:26 - The economic security opportunity 20:04 - Subscribe to the Economic Security Watch newsletter fDi Intelligence's Economic Security Watch podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up to the podcast here. Hosted on Acast. See acast.com/privacy for more information.

    21 min

About

Economic security is an emerging concept with fluid boundaries and lacking a clear definition. Economic security is national security. It’s an idea being embraced by leaders across the world, though some have been following this philosophy for decades. Big change is happening in liberal economies that have long prided themselves on open borders and frictionless trade, scrutiny and protectionist thinking they’ve dealt defence industries is now being applied across to critical minerals, semiconductors and many other sectors of the economy. fDi Intelligence's Economic Security Watch podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up to the podcast here. Hosted on Acast. See acast.com/privacy for more information.