Posts From Erik French
Should investors fear China’s anti-American protests?
Following The Hague’s ruling on the South China Sea, Chinese netizens have called for protests and boycotts against American companies. How concerned should investors be about anti-American sentiment among Chinese consumers?
Should Taiwan’s missile mishap be a concern for investors?
Taiwan’s missile launch feeds into steadily worsening relations with the Mainland. Should investors in Formosa be concerned? On July 1st, as the Chinese Communist Party celebrated its 95th anniversary, a
The Return of the “People’s Party”: A Risk Outlook for Mongolia
What are the consequences of recent elections for businesses and investors operating in Mongolia, and how will the nation’s troubled economy react?
Assessing the 42nd G7 Summit
The 42nd G7 Summit has concluded. What are the key takeaways for investors?
Economic Outlook: Duterte Wins Filipino Presidency
Controversial Davao City mayor Rodrigo Duterte emerged victorious in the Philippines’ recent presidential elections. What should investors expect from the president-elect of one of Asia’s fastest growing economies?
Three imminent crises that could shape political risk in Thailand
Thailand’s political landscape looks increasingly uncertain. Three potential crises loom: Yingluck’s trial, the constitutional referendum, and Rama IX’s death.
The implications of Sino-US trade tensions
Hostility is building up between the US and China over trade policy, particularly with regards to Chinese steel exports.
Risks abound for South Korea after parliamentary elections
South Korea’s ruling party recently suffered a major blow in parliamentary elections. How will this change affect prospects for investors?
Kidnapping risk on the rise in the Philippines
With Indonesian and Malaysian sailors recently being taken hostage by the Abu Sayyaf Group (ASG), a Philippine terrorist group with a long history of kidnap-for-ransom operations, what is the risk
Risk outlook in the Philippines’ presidential election
On May 9th, the Philippines will go to the polls to select a new president. What are the key prospects and risks for investors in the upcoming presidential election. The Philippine
