Political risk
3articles
November 2026
3 articles on this page
Strategy & leadership11 min readDeglobalisation or decoupling: what four studies claim and measure
For an SME owner or export manager reading headlines that say globalisation is dead and wondering whether to change suppliers or markets. The short answer: the four studies ask four different questions, and none concludes that the world has already decoupled.
- Strategy & leadership10 min read
Scenario planning when policy can fork: the HarmonyOS example
For owners, product heads and engineering leads who must commit money while a foreign policy could ease, hold or tighten. The short answer: build one story per branch, then separate the choices that pay in every branch from the bets that pay in only one.
- Strategy & leadership10 min read
When the government changes the rules after you invest
For an owner weighing a plant or project abroad with a local partner. The post reads Vernon's obsolescing bargain against a study of eight multinationals in Latin America, then sets out what a mid-size Vietnamese investor should check before committing capital.