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Insights
Analysis and commentary on developments shaping risk, exposure, and decision-making.


The Conditions Hidden Inside “Stability”
Why a warmer diplomatic tone does not remove the risks companies still need to manage. The most tempting mistake after a high-level summit is to confuse a better mood with a better risk environment. The Trump-Xi meeting in Beijing produced the images markets usually like: handshakes, formal hospitality, talk of progress, and enough commercial language to suggest that the relationship had become easier to manage. Trump highlighted deals. Beijing emphasised stability. Both side
May 17


China's Science Rise Is Becoming a Business Risk Issue
Why frontier research now matters for companies, not only governments and universities. Charles Lieber's move from Harvard to Shenzhen is not just a story about one scientist. It is a story about where frontier research is being funded, equipped, and turned into national capability. Reuters recently reported that Lieber, a former Harvard chemist and one of the world's leading brain-computer interface researchers, is now heading a state-funded institute in Shenzhen. He had pre
May 2


When supply chains become strategic assets
On 7 April 2026, China publicly released the State Council’s Regulations on Industrial and Supply Chain Security. The 18-article regulation took effect immediately, with no transition period. As China’s first dedicated administrative regulation in this area, it creates a standing framework for risk monitoring, prevention, emergency response, and investigations into conduct deemed harmful to industrial and supply chain security. At one level, this may look like another additio
Apr 17
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