Sony Kapoor

@sonykapoor.bsky.social

Prof. Climate, Geoeconomics & Finance, EUI | CEO, Nordic Institute for Finance, Technology & Sustainability | Trustee, Friends of Europe | Policy Entrepreneur | Adviser to Governments, Boards & Investment Committees | Young Global Leader, WEF | Keynotes |

1/ "Sell America" is the wrong frame. The right one: global investors are structurally overweight the US and Trump just made it impossible to keep ignoring. A thread on what's actually changing in global capital — and why it matters 🧵

The most interesting story in global markets right now isn’t “Sell America.” It’s that reallocating capital toward faster-growing, less-correlated economies could raise returns and reduce risk at the same time. My Essay for #Bloomberg on why this is good news! www.bloomberg.com/news/article...

Global Capital’s Break With the US Is Long Overdue

Trump’s policies have accelerated an overdue shift, as US market advantages fade and investors reassess their heavy exposure to American assets.

bloomberg.com

Excellent—an optimistic take on global rebalancing, and well worth listening to. As noted in my brief yesterday, the US absorbs more than 40% of global gross capital flows and represents 47% of equity capitalisation—far above its share of GDP. Reducing that misallocation would be good for everyone.

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Sony Kapoor@sonykapoor.bsky.social · 6mo ago

Amid the doom & crazy coming from the other side of the Atlantic, last year I suggested that #Trump's excesses would help catalyse a #GreatGlobalRebalancing away from the #US One year on, LISTEN to how this has accelerated & why this is wonderful news 4 RoW podcasts.apple.com/no/podcast/t...

Amid the doom & crazy coming from the other side of the Atlantic, last year I suggested that #Trump's excesses would help catalyse a #GreatGlobalRebalancing away from the #US One year on, LISTEN to how this has accelerated & why this is wonderful news 4 RoW podcasts.apple.com/no/podcast/t...

The Great Global Rebalancing: How Trump's America is Losing its Grip on the World's Capital with Sony Kapoor

Podcast Episode · The David McWilliams Podcast · 27/01/2026 · 45m

podcasts.apple.com

Delighted that after 16 years of advocating for it persistently, and of having had the opportunity to advice both sides on how to get to a deal, the #EUIndiaFTA has finally been signed ... And it's timely, big and ambitious, just as it should be. Congratulations www.bloomberg.com/news/article...

EU and India Clinch ‘Mother of All Deals’ in Rebuff to Trump

The European Union and India concluded a free trade agreement after nearly two decades of negotiations, as both sides seek to deepen economic ties and offset the impact of Washington’s tariff policies...

bloomberg.com

Just reminded of how lucky I got in life both for having had the best parents anyone could have hoped for, and for having spent quality time with them right up to the end. I got to see them several time a year and speak to them more or less everyday of my adult life despite living a continent away!

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