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Episodes
Monday Mar 06, 2023
The outlook for China in 2023: a mix of hope and concern
Monday Mar 06, 2023
Monday Mar 06, 2023
China’s reopening after three years of zero-COVID policy has been one of the most discussed topics for international companies recently. The policy shift spurred hopes of a broad economic revival. With pent-up demand being released, China saw a strong rebound in consumption in January, directed at sectors like tourism and retail. Business activity is also picking up, something that can be seen in the surge of global CEOs traveling to China. Despite signs of improvement, China's prospects for future growth are far from certain. Long-standing and emerging issues continue to pose risks to business operations.
Join Angela Mancini, Partner, as she talks with Kent D. Kedl, Partner and Head of Greater China and North Asia, and Yifei Zhang, General Manager of East China. They discuss the most recent developments in China after an about-turn in its zero-COVID policy, the outlook for the country in 2023, the key issues at the top of the agenda for many of our clients right now, and how businesses should correctly calibrate their risk vs. opportunity lens to derive the maximum value from China’s opening up.
Read our article on the good, the bad and the uncertain on China’s growth outlook, or visit our China Business page to explore the issues of doing business in one of the world's most dynamic market.
If you are looking for more analysis across the Asia-Pacific region, please subscribe to our Asia In Focus podcast.
Friday Nov 04, 2022
Key takeaways from China’s historic CPC National Congress
Friday Nov 04, 2022
Friday Nov 04, 2022
Few National Congresses of the Communist Party of China (CPC) in history seem to have generated as much global media attention and market response as this year’s, underscoring how business is increasingly driven by politics. Companies are concerned about how China's political trajectory and business environment will evolve over the next five years or more. Have the fundamentals of China's long-term growth changed?
Join the discussion between Angela Mancini, Partner, and Andrew Gilholm, Director of Analysis for China and North Asia. They discuss the outcomes of the CPC National Congress, the short-term market reaction, the outlook for China, and key takeaways for businesses.
Read our article on the CPC National Congress for more insights about this significant political event, or subscribe to our Asia In Focus podcast series to keep track of dynamics in the Asia market.
If you are looking for more analysis on other issues from our experts all over the world, please visit the Our Thinking section on Control Risks’ website.
Monday Oct 17, 2022
The new geopolitics in the Pacific Islands region
Monday Oct 17, 2022
Monday Oct 17, 2022
The Pacific Islands are gaining attention amid the great power rivalry. All sides are stepping up their engagement with the region to expand influence. But the Pacific islands are not just pawns in the geopolitical contest – they are taking it as a chance to promote their own agenda, which may lead to new interest from businesses.
Angela Mancini, Partner, has a talk with Daniel Rechtschaffen, Analyst, and Harrison Cheng, Director. They discuss the growth of big powers’ presence in the region in the past years, the view from Pacific Island nations and the key priorities and areas they would like to address, and the opportunities and challenges that lie ahead for companies.
For more discussions on the Asia market, please subscribe to our Asia In Focus podcast series.
If you are looking for more analysis on other issues from our experts all over the world, please visit Control Risks’ Our Thinking section.
Monday Sep 26, 2022
Monday Sep 26, 2022
Sri Lanka still faces political uncertainty and deep economic turmoil. Global attention remains on the country. Economies with the potential for similar issues see its plans to manage debt with international creditors and set for IMF bailout to be replicable, and – despite the challenges – there are still opportunities in Sri Lanka for international businesses.
Join Angela Mancini, Partner, as she talks with Steve Wilford, Partner based in Singapore, and Khalid Bashir Shah, Analyst based in Delhi. They discuss the most recent developments in Sri Lanka and its outlook, what the country’s trajectory means for similar economies, and how companies should learn from the crisis to harness opportunities in key industries and mitigate risks.
For more discussions on the Asia market, please subscribe to our Asia In Focus podcast series.
If you are looking for more analysis on other issues from our experts all over the world, please visit Control Risks’ Our Thinking section.
Tuesday Sep 13, 2022
Tuesday Sep 13, 2022
The imprisonment of Malaysia's former Prime Minister Najib Razak made headlines recently. The scandal tied directly to him is not just a personal blow, but also affects the prospects of the United Malays National Organisation (UMNO), Malaysia’s leading political party. While political stability is a perennial issue in Malaysia, it remains a well-placed investment destination for companies looking for opportunities, especially in the sectors that are on the rise.
Listen here as Angela Mancini, Partner, and Harrison Cheng, Director, discuss the impacts of Najib’s jailing on Malaysia’s political spectrum and governance standards as the 2023 elections approach. They will look at the country’s investment climate and the promising industries, as well as the key challenges for investors and operators.
For more discussions on South-East Asia, please listen to our podcasts about Vietnam and the supply chain diversification.
If you are looking for more analysis on other issues from our experts all over the world, please visit Control Risks’ Our Thinking section.
Thursday Aug 18, 2022
The shape of things to come following Pelosi’s Taiwan visit
Thursday Aug 18, 2022
Thursday Aug 18, 2022
A few weeks after Nancy Pelosi’s visit to Taiwan, media attention started to dwindle, but the ripple effect is long-lasting. Pelosi's trip may have ushered in a new normal of increased US-China tensions, growing actions and countermeasures around Taiwan and more broadly, and a deepening dilemma for businesses. From security to supply chain, the risk exposure is greater than what companies may have expected.
Please join Angela Mancini, Partner, as she talks with Andrew Gilholm, Director of Analysis for China and North Asia, on the outlook of the regional and global impacts following Pelosi’s visit, the top issues faced by businesses in the long term, and what organisations should do to mitigate existing and emerging risks.
For more written analysis around this, read our article on the various geopolitical flashpoints in the Northeast Asia region.
If you are looking for more analysis on other issues from our experts all over the world, please visit Control Risks’ Our Thinking section.
Tuesday Jul 26, 2022
Vietnam: Immense opportunities in a complex market
Tuesday Jul 26, 2022
Tuesday Jul 26, 2022
Despite the global headwinds, Vietnam continues to offer a strong value proposition for investors, and has continued to attract keen investor interest with its strong growth story. However, Vietnam is also known for its opaque regulatory and political landscape.
Join Angela Mancini, Partner, as she discusses with Stephen Norris, Partner and lead analyst for Southeast Asia, and Linh Nguyen, Associate Director, about the challenges that foreign companies face in the country, what they should be doing to mitigate those risks, the opportunities and growth sectors that lie ahead, and finally, can Vietnam really replace China in global supply chains?
Read our article on the great supply chain relocation where we explained how companies can expand operations into Southeast Asia in light of China’s COVID-19-related disruptions, or listen to our discussion on this topic in our podcast episode, The future of the global supply chain: China and South-East Asia.
If you are looking for more of such analysis and insights from our experts all over the world, please visit Our Thinking section.
Wednesday Jul 13, 2022
The future of the global supply chain: China and South-East Asia
Wednesday Jul 13, 2022
Wednesday Jul 13, 2022
Rising concerns in the context of geopolitical tensions and COVID-19 have intensified the focus on global supply chains. Judging by the numerous headlines and discussions about diversification from China to South-East Asia, it would appear that the supply chain landscape is in the process of being completely reshaped. But in fact, many businesses underestimate not only how reliant on China their supply chains are, but also the operational challenges in South-East Asia, a region known for its diversity.
Angela Mancini, Partner, speaks with Julia Coym, Director based in Shanghai, and Harrison Cheng, Associate Director based in Singapore. Referring to field observations and experience in supporting clients, they discuss the changing supply chain landscape in China, the opportunities and risks of running supply chains in South-East Asia, and what businesses should be considering no matter which market they will focus on in the future.
Read further analysis here on the great supply chain relocation.
If you are looking for more of such analysis and insights from our experts all over the world, please visit Our Thinking section.
Wednesday Jun 22, 2022
The end of Shanghai lockdown: What’s next for businesses in China?
Wednesday Jun 22, 2022
Wednesday Jun 22, 2022
Over the past few months, China's COVID control measures - as highlighted by the Shanghai lockdown - have not only created new operational disruptions for companies, but also amplified the underlying and long standing challenges of operating in China. With life now returning to normal in Shanghai, it’s time for companies to shift their focus from short-term COVID response to the longer-term challenges of doing business in China.
Angela Mancini, Partner, and Yifei Zhang, General Manager for East China, discuss the lessons that should be learnt from the Shanghai lockdown, the prospects of China’s next zero-COVID chapter, and what organisations should focus on and prepare for right now.
Read further analysis here on the impacts of China lockdowns.
If you are looking for more of such analysis and insights from our experts all over the world, please visit Our Thinking section.
Tuesday May 31, 2022
Biden’s first presidential visit to Asia: Key takeaways for businesses
Tuesday May 31, 2022
Tuesday May 31, 2022
US president Joe Biden’s inaugural trip to Asia reflects an acceleration in geopolitical shifts in recent years. With geopolitics increasingly reshaping the regional environment, how will business be affected by these changes?
Angela Mancini, Partner, speaks to Andrew Gilholm, Principal and Director of Analysis for Greater China and North Asia. They discuss the big-picture significance of the visit, the future of the flashpoints in the region, and what business should do to strengthen resilience against the potential risks.
Read further analysis here on the updated geopolitical landscape in Northeast Asia.
If you are looking for more of such analysis and insights from our experts all over the world, please visit Our Thinking section.