BGA Political and Economic Forecast — Second Half of 2026


The second half of 2026 is defined by geopolitical shock, policy intervention and accelerating fragmentation across trade, energy, and technology systems. The implications for companies and capital deployers operating in the Indo-Pacific and Africa are immediate, shaping costs, market access and the viability of long-term investments.

BGA's Political and Economic Forecast for the second half of 2026 provides an in-market view of how governments across these regions are responding, and what those decisions mean for business outcomes. Drawing on insights from teams embedded in key capitals, the report highlights where policy is tightening, where risk is rising, and where opportunity is emerging.

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WHO WE ARE


BGA is the government affairs firm for companies and capital deployers whose success across the Indo-Pacific and Africa depends on how governments decide and act. With more than 200 professionals embedded in 33 capitals and business hubs across four continents — anchored in-market and reinforced by a Washington, D.C. headquarters — we put senior, in-country teams inside every market, under one firm, one standard and one point of accountability.

Our clients are the world's leading multinationals and the private equity, sovereign wealth, pension and infrastructure funds that finance them. For more than two decades, we have delivered the policy outcomes and advanced the commercial objectives that turn ambition in these markets into legislation shaped, approvals secured, deals closed, licenses held and growth defended.

Whether you are looking to partner with us, join us or explore what is possible in the markets we know best, we want to hear from you.



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