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Analysis and perspectives.

Analysis, frameworks and research notes from our research desks.

South Asia12 October 20268 min read

South Asia is one risk system. Most risk registers treat it as eight.

Companies tend to assess India, Pakistan, Bangladesh and their neighbours one country at a time. The events of the past eighteen months show why that misses the way risk actually travels in the region.

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Trade5 October 20267 min read

Bangladesh leaves the LDC category: what changes for buyers and investors

Bangladesh is scheduled to graduate from least developed country status in November 2026. Nothing changes overnight, but the trade preferences behind its apparel success now have an end date.

Water and security28 September 20268 min read

Rivers as a strategic variable: the Indus, the Ganges and the Brahmaputra

Three of the arrangements that have governed South Asia's great rivers are under strain at the same time. For investors in agriculture, power and infrastructure, water is now a political risk.

Frameworks22 September 20267 min read

Five questions every board should ask about political risk

Political risk is now a standing item on most board agendas, but the discussion is often too general to be useful. These five questions turn it into something a board can govern.

Strategy15 September 20268 min read

Scenarios, not forecasts: planning for a fragmented world economy

When the structure of the global economy is itself in question, single-point forecasts become a liability. Scenario planning offers a more honest way to prepare.

Supply chains8 September 20266 min read

Chokepoints: how to map concentration risk in global supply chains

Supply chain resilience starts with knowing where everything passes through a single point. A structured approach to finding the chokepoints that matter.

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