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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


The Decision Gap
Why organisations fail not from lack of information, but from lack of decision logic. There is no shortage of information. Organisations operating across complex environments have more data available to them than at any point in history. And yet, when disruption arrives, many still find themselves improvising. The instinctive response is to call for better analysis. More precise forecasting. Earlier warnings. But the problem is rarely the quality of the information. It is wha
Apr 25


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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