Strategic-Sector FDI Is Concentrating
Global investment is recovering, but capital is concentrating in AI infrastructure, semiconductors, critical minerals and energy transition.
What happened: Global investment is recovering, but capital is concentrating in AI infrastructure, semiconductors, critical minerals and energy transition.
Why it matters: Countries and companies must compete with execution-ready projects, not only attractive market stories.
Executive action: Turn the signal into one practical decision. Define what must be verified, who owns the next step and what evidence would justify action in the next 30 to 90 days.
Nagi Partners reading: The signal is useful only when it improves timing, partner choice, governance or capital discipline.
Sources and Further Reading
- UNCTAD, World Investment Report 2026 - https://investmentpolicy.unctad.org/publications/1324/world-investment-report-2026-international-investment-in-a-turbulent-era. Global FDI recovery remains concentrated in strategic sectors and a small number of economies.