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International Politics The Week Ahead

Weekly Risk Outlook

US Senate considers trade promotion authority for President Obama. G7 energy ministers meet to discuss Iran framework deal. Obama meets with the GCC to work on regional cooperation. EU finance ministers

International Natural resources and energy

Illegal sand mining threatens the global construction boom

It sounds like a paradox, but the world is running out of sand – the type of sand that keeps the current global construction boom alive. Sand has become so scarce

Asia Pacific Politics

Lee Kuan Yew’s passing offers Singapore unexpected lessons

The passing of longtime ruler and modernizer Lee Kuan Yew (LKY) in Singapore has raised questions about the future of the prosperous micro-nation. While some worry about the country’s prospects

Asia Pacific Economics

ASEAN may attract new investor attention in 2015

Deeper economic integration and a growing middle class attracts manufacturing investment in the ASEAN region in 2015. However, a lack of political will to eliminate barriers to intra-regional trade could

Asia Pacific Politics

China-Vietnam conflict points to geopolitical shift

With tensions increasing on both sides, maritime border disputes are directly affecting life and economic production in both China and Vietnam. However, the disagreements also point to China’s growing assertiveness

Asia Pacific Politics

Anti-China riots most damaging to Vietnam’s economy

Anti-Chinese sentiment is reaching fever pitch in Vietnam. At least twenty have been killed and hundreds injured as Beijing evacuated some 3,000 workers from the country. This marks a sharp

Asia Pacific Finance

Is the new AIIB just more of the same?

The Asian infrastructure market and the new investment vehicle, the Asian Infrastructure Investment Bank (AIIB), present a potentially highly attractive opportunity for investors. The Asian Development Bank (ADB) has estimated

North America Security

As global defense spending rises, US firms push abroad

Global defense spending is set to rise for the first time since 2009, as Middle Eastern and Asian-Pacific nations invest more heavily in their militaries. US contractors, squeezed by tight

Asia Pacific Economics

Growth in Myanmar undermined by rising inflation

McKinsey estimates that Myanmar’s GDP could quadruple in size to over $200 billion in the next 20 years. But inflation may derail the prospect of growth and progress. Myanmar’s political

Asia Pacific Finance

U.S. Fed holds the fuse to Singapore’s bubble time bomb

The United States’ monetary policy has far-reaching, sometimes unintended consequences, and these past few years have seen unprecedented liquidity injections from the Fed. One way the stimulus manifests itself is