The Global South isn’t standing still as tariffs and uncertainty roil financial markets and business plans. Aparna Bharadwaj, leader of BCG’s Global Advantage practice, explains how these nations are forming smart partnerships and moving from low-cost production to innovation-powered impact. 

Learn More: 

Aparna Bharadwaj: https://on.bcg.com/4cIKW3V 

In a Multipolar World, the Global South Finds Its Moment: https://on.bcg.com/42UhQLn

BCG on Emerging Markets: https://on.bcg.com/4cMJ9e4

BCG's Center for Geopolitics: https://on.bcg.com/3EA5A9A

[00:00] Aparna's 'So What'

[02:18] The Global South From Its Own Perspective

[04:12] Common Themes In The Global South

[07:43] Climate And Sustainability

[08:47] How Countries Are Navigating Their Own Paths

[11:08] China's Role In The Global South

[13:28] How Leaders In The Global North Can Flip The Narrative

[14:53] Emerging Industries In The Global South

[17:15] The Global South Is A Positive Story

[18:31] The Future Of Global Commerce

[20:21] Advice To Leaders In The Global South

[21:26] The 'Now What'

Nicolas de Bellefonds, BCG’s global AI leader, unpacks the myths, challenges, and real potential of AI agents. They can transform how work gets done if companies stop chasing shortcuts, rethink outdated processes, and prepare for the costs and complexity that come with real change. 

Learn More: 

Nicolas de Bellefonds: https://on.bcg.com/4lr0Dkh 

BCG’s Latest Thinking on AI: https://on.bcg.com/3Y1NHaq 

The CEO’s Workout for Peak AI Performance: https://on.bcg.com/44opFtV 

From Potential to Profit: Closing the AI Impact Gap: https://on.bcg.com/3XZBGSL 

Chapters:

[0:25] Nico’s So What

[1:16] What Are Agents?

[3:57] What Problems Do Agents Solve?

[5:56] How Do Agents Affect Processes?

[7:50] What Should Leaders Focus On?

[9:06] How Do You Start Improving Data and Infrastructure?

[10:24] What Are the Biggest Challenges?

[13:48] What Is Next?

[14:49] How Close Are We to AGI?

[15:43] What Are the Risks?

[17:13] Now What?

 By the year 2035, we will likely be able to utilize AI to crunch complex data sets and produce far more accurate predictions of the future, for everything from stock market fluctuations to consumer trends. Already, meteorologists are using AI to improve weather forecasting—for instance, by more accurately predicting when a hurricane will make landfall. But BCG’s Alan Iny says this does not mean that business leaders will be able to dispense with planning for multiple scenarios. Predictions will never be perfect—and everyone will have access to the same tools—so strategic planning will remain critical even as it evolves in new ways. 

Learn More: 

Imagine This: https://lnk.to/imagine-this-general-show09

Alan Iny: https://on.bcg.com/4fCNDo5 

Are Leaders as Prepared for Strategic Risks as They Think They Are?: https://on.bcg.com/3AXqw8J 

BCG on Corporate Finance and Strategy: https://on.bcg.com/496c3Ek 

CEO Moments of Truth: https://on.bcg.com/ITMoT  

Karin von Funck, BCG’s global lead for zero-based transformation, explains why great cost transformation goes beyond spreadsheets. The best companies don’t slash expenses. They have a deep understanding of what drives value, a rigorous approach to spending, and a culture that supports smart decision making. Quick cuts may deliver short-term relief but can erode long-term growth—as well as the trust of employees.  

Learn More: 

Karin von Funck: https://on.bcg.com/4iBZXqn 

BCG Latest Thinking on Cost: https://on.bcg.com/4iU0RhB 

Cost Management Remains an Executive Priority in 2025: https://on.bcg.com/41VTsYm 

For years, extended reality (XR) has waited to find its place in business. New lightweight, AI-enabled headsets are bringing the power of AI to the frontline. Tibor Mérey, BCG’s global business leader in frontier tech, explains how XR can boost productivity and address labor shortages. But will workers embrace it? 

Tibor Mérey: https://on.bcg.com/43l9LQI 

BCG’s Latest Thinking on Technology, Media, and Telecommunications: https://on.bcg.com/4hek0JY 

BCG on Augmented and Virtual Reality: https://on.bcg.com/4hcx0zu 

Seeing the World Through AI Glasses: https://lnk.to/imagine-this-Woolsey-smartglasses09 

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. 

Learn More: 

Jens Baier: https://on.bcg.com/41ca7Gv 

BCG on People Strategy: https://on.bcg.com/3QtAjro 

Decoding Global Talent: https://on.bcg.com/4gUC4IT  

Businesses are overlooking AI’s ability to create entirely new products and businesses. Beth Viner, who leads BCG’s corporate venturing and business building at BCGX, explains how organizations can move beyond efficiency and generate big revenue gains. Companies can combine their historical strengths with AI’s power to meet customer needs in new and unexpected ways.  

Learn More: 

Beth Viner: https://on.bcg.com/4193Lco 

BCG X: https://on.bcg.com/3WUviLQ  

BCG on AI: https://on.bcg.com/42OlGpK 

Beth’s TED Talk: https://www.youtube.com/watch?v=x92AnU6MUr0 

Supply chains are more important than ever. Geopolitical shifts and an ever-increasing need to reduce carbon emissions have created new challenges. Camille Egloff, head of travel, transportation, infrastructure, cities, and logistics for Europe, Middle East, South America, and Africa, explains how businesses can reduce risks and take advantage of emerging digital technologies to create lean, resilient supply chains that flex to meet demand. 

Learn More: 

Camille Egloff: https://on.bcg.com/42s5F8V 

BCG on Transportation and Logistics: https://on.bcg.com/4haftJ6 

The Real Cost of Decarbonizing the Shipping Industry: https://on.bcg.com/3WBjy0L 

Vinay Shandal, BCG’s sustainable investing leader, explains why global competition is both a challenge and a catalyst for clean energy. He talks about how governments can remove barriers and red tape in addition to providing financing—and why private companies are farther along than public companies in their net zero goals.  

Learn More: 

Vinay Shandal: https://on.bcg.com/4fSXsxH 

How AI Can Speed Climate Action: https://on.bcg.com/3C3kYKq 

A Year of Sustainability Progress in the Private Markets: https://on.bcg.com/3Pxh6oi 

Where Are Private Equity Firms on Their Way to Net Zero?: https://on.bcg.com/3Wdmy3s 

BCG on Climate and Sustainability: https://on.bcg.com/40cZsuD 

Vinay’s TED Talk: https://www.youtube.com/watch?v=7Q59suYxIec 

One in every three people will likely find their jobs significantly disrupted by AI in the next decade. Sagar Goel, leader of BCG’s work in digital reskilling and leadership development, talks about the role of the public and private sectors in preparing employees for this exciting, uncertain, and sometimes frightening world.   

Learn More: 

Sagar Goel: https://on.bcg.com/46D3O12 

Sagar’s TED Talk: https://www.youtube.com/watch?v=qC1QlUr5mCE 

BCG on AI: https://on.bcg.com/3SClDaT 

Harvard Business Review Article: https://hbr.org/2023/09/reskilling-in-the-age-of-ai