Insights, evidence, and analysis to help you trade with confidence.

Foreign investment is no longer judged on commercial value alone. As governments strengthen scrutiny of strategic industries, boardrooms must consider how investors, ownership structures, and sources of capital will be viewed through the lens of national security. Understanding geopolitical exposure alongside commercial opportunity is becoming a core part of good governance.

Strategic capability now extends far beyond prime contractors. As governments focus on resilience and sovereign capability, boardrooms need a clear understanding of the suppliers, technologies, and partnerships that underpin critical defence capability and where strategic dependencies exist.

As defence capability becomes increasingly digital, technology transfers now extend beyond physical goods to include software, engineering data, AI, and technical knowledge. This article explores why governing access to sensitive information is becoming just as important as controlling the movement of products in modern export compliance.