This was a pre-war assessment of this development from the business perspective.
Consumer markets are more or less established until the next "Kondatiev wave," so the modern civilizational borders are now being drawn. The main market to compete in that remains and even grows more prominent is the security market. As the next cycle arrives, the reason for conflict worldwide only grows, and providing security, safety, sovereignty, is the main way to achieve positive geopolitical and business relations with a country.