In today’s times, Global equity is unrecognizable from what it was just a decade ago. We’ve all experienced it being constrained by geography and regulation but now we see capital flowing with unprecedented speed across jurisdictions. Yet this fluidity comes with a new set of rules—ones that demand predictability, ethical accountability and above all transparency.
Very few industry experts understand these shifts as clearly as Jay Mehta, an established voice in capital markets strategy and an editorial board member at SARC Council Journal of Entrepreneurship and Business Management. His insights appear in leading financial dailies and with over more than a decade of advising corporates and contributing to top-tier business dailies, Jay believes the fundamentals of investing are being rewritten.
Diversification Re-imagined
“Diversification used to mean buying different risk buckets. Now it’s about owning systems you can trust across jurisdictions,” says Mehta
This reframing is telling. Now, Investors are moving beyond the simple stack of assets classes. Instead, they are prioritizing the ability of a country or company to provide reliable outcomes, clear reporting, and compliance with international governance standards
The Three Filters Of Capital
According to Mehta, international capital is now shaped by three critical filters such as Structural Predictability, ESG as a Pricing Mechanism and Digital Transparency as the Gatekeeper. Today, digital-first transparency is not just desirable, it is indispensable. “The clearance gate for global capital is transparency. If you can’t show it, you can’t grow it,” Mehta emphasizes.
From Geography To Trust
Mehta argues that global capital is shedding its dependence on physical geography. “Capital no longer sees geography as its primary constraint. It is flowing where it finds reliability, value-driven metrics and clarity.”
This shift has wide implications: emerging markets with robust disclosure frameworks can attract flows once reserved for developed economies; conversely, companies in advanced markets that fail the ESG and transparency test risk losing access to capital.
A New Playbook for Corporates
For corporates navigating this landscape, Mehta’s advice is clear and three pronged:
· Invest in predictable governance structures.
· Treat ESG as intrinsic to valuation, not as a separate compliance burden.
· Build digital transparency systems that inspire trust with investors across borders.
Jay Mehta adds, “Global capital rewards those who make trust their core currency. The winners will be the institutions that turn ESG and transparency into long-term competitive advantages.”
What lies ahead
As borders blur in financial markets, the fundamentals of equity flows are being rewritten. Institutions and economies that can meet the new demands of predictability, responsibility and transparency will lead the next wave of growth.
Jay Mehta’s insights serve as both a warning and a roadmap: capital may be borderless, but it is far from careless.
Also Read: UP Cow Commission, Patanjali Join Hands To Promote Cow Protection
