RE-DEFINE

An international Think Tank improving public policy, business strategy and investment best known for its work on the Euro crisis, Green Finance, and Development

[Sony Kapoor @SonyKapoor]

My July 14, 2105 Interview on Bloomberg Surveillance by host @ManusCranny on the #IranNuclearDeal that was being negotiated by #Obama where I celebrated it as a "Painful Labour of Love" saying that it would be good for security, diplomacy & economy!

https://t.co/zLsIhL8HNW

[Sony Kapoor @SonyKapoor]

This matters because climate investment is unusually sensitive to financing costs.

In many EMDEs, viable projects become unviable simply because capital is too expensive, tenors are too short, or currency risk is too high.

https://t.co/F3u4cLhOEM

[Sony Kapoor @SonyKapoor]

Would value reactions from people working on:
climate finance, MDB reform, blended finance, guarantees, EMDE investing, and development policy.

https://t.co/F3u4cLhOEM

[Sony Kapoor @SonyKapoor]

The problem is not just that we use too few guarantees.
It is that we often expect too much from poorly designed ones.

If we want climate finance at scale, we need less magical thinking and more system-building.
That is the core argument of the paper.

https://t.co/F3u4cLhOEM

[Sony Kapoor @SonyKapoor]

Everyone says guarantees can “unlock trillions” for climate finance.

But can they really? 🧵

In a new paper, Stijn Claessens and I look at what guarantees can actually do for climate finance in developing economies.

https://t.co/F3u4cLhOEM

[Sony Kapoor @SonyKapoor]

Folks, last year I took over as Chair of the World Benchmarking Alliance @SDGBenchmarks & I am delighted with how we have navigated this tricky year.
We are looking for brilliant & dedicated folks to add capacity to the Supervisory Board. Details here

https://t.co/WjdIErMena

[Sony Kapoor @SonyKapoor]

The #BullCase for #EmergingMarkets - @HiddenForcesPod with @kofinas

The "American Exceptionalism" trade has hit a wall. 🇺🇸🛑

For 15 years, the math was simple: Buy the U.S. and win. But in 2026, the valuation gap between the U.S. and EMs has become a fundamental risk to your portfolio. 🧵👇

https://t.co/q9nLi36i9J

[Sony Kapoor @SonyKapoor]

Global capital is quietly breaking up with the US.

Not because of “anti-American bias,” but because concentration risk, politics, and fading tailwinds make it unavoidable.

#Trump’s policies just hit fast-forward.

My @business Weekend Essay ⬇️

https://t.co/sMOQbk68RS

[Sony Kapoor @SonyKapoor]

As always, an insightful and comprehensive @Euractiv newsletter by @EddyWax with a quote from me https://t.co/NlWIFcS1CC

"The most likely outcome (of the US-India deal) was that bilateral trade would revert to roughly the levels before Trump’s trade war, launched last April."

[Sony Kapoor @SonyKapoor]

Early Feb 2025 I said #TrumpAdministration's excesses were catalysing an overdue #GreatGlobalRebalancing of #Capital #Trade #Governance #Innovation #Security away form #US towards RoW, particularly #EmergingMarkets & this was Good News!

1-year-on, it's Accelerating - Listen Now

[David McWilliams @davidmcw]

Morning after the flood

We've a fascinating podcast today with the brilliant @SonyKapoor ...this is a little gem on the crazy concentration of global capital in the US and what happens when/if money leaves the US and goes back home.

Enjoy!
https://t.co/aHzf2yMMf2

[Sony Kapoor @SonyKapoor]

Delighted that after 16 years of advocating for it and advising both sides, the #EUIndiaFTA has finally been concluded! BIG

The EU and India will eliminate tariffs on over 90% of goods traded between the two after completing "the mother of all deals" https://t.co/ukEhOHTFmS

[Sony Kapoor @SonyKapoor]

So proud of my 8-year old son to have done a long cross-country ski trip with me after a full day at school without complaining ... too much!

Soon, the father will be left behind in the powder as the prodigal son powers ahead!!! #winterwonderland #Oslo #Norway #NordicLife

[Sony Kapoor @SonyKapoor]

Yesterday, the @SDGBenchmarks which I chair, released its eye-opening, thorough and detailed data and analysis of the impact and performance of the world's top 2,000 companies, It is also my #MustRead of the year so far https://t.co/p8NB6L3aNs

[Sony Kapoor @SonyKapoor]

Winter has come ... and the fireplace is crackling & being the scientifically literate person that I am ... we have put salts of Sodium, Potassium, Lithium, Strontium, Copper, Calcium, Barium and Boron in the flames to make this gorgeous #RainbowFlame #NordicLife #ScienceAsArt

[Sony Kapoor @SonyKapoor]

Posted sans comment …

[Sony Kapoor @SonyKapoor]

The day the #coronabeard was shaved off …

[Sony Kapoor @SonyKapoor]

#PeakHappiness - when your 2,5 & 8 year olds plan and execute a #BirthdaySurprise for you & having sneaked out of bed, walk back in singing with a cake and card they made for you all without you having any inkling of what they had been up to!!! #WorldsLuckiestDad #BonWeekend ❤️

[flyingfox @flyingfox44]

Fantastic episode! Imho best ep of hidden forces.

So good to hear such a broad conversation presented within a comprehensive economic framework (grabbing the papers but given @SonyKapoor work with funds, he understands how we got here with savings) with the creds to boot. 🙏

[Sony Kapoor @SonyKapoor]

I will soon join @realVickyPryce in her capacity as Chair of the Fellows network at @Radix_UK to discuss reconciling #ClimateAction with #Growth despite #Geopolitics

Do tune in https://t.co/SuAFwF0mZR & also find pods with @juliahobsbawm @duncanhames @ProfJohnKay @sturdyAlex