Japan - Supply chains
Inspired by the Meiji Restoration, mutually supportive relationships anchored Japanese industrial firms on strong foundations, in Japan and globally, making partnerships on Western markets attractive and mutually beneficial
Emerging Markets
Japan - Financial Challenges
Japanese debt seems overwhelming, qualifying unhappily as sole defining factor of the country's outlook but commanding economic strengths, with deeply rooted supply chains, will shift investor perceptions over time
The Digitalization of India
Far reaching and ambitious in the breadth of its digital sweep across India, the plan portends to be inclusive, leaving no Indian behind, fair in treating all businesses on an equal footing, competitive and compelling for domestic challengers
India - Coming in from the cold
If demography is any guide, India will dominate the Asian theater within a few years, but to act responsibly in the geopolitical power play, its economic performance must be up to the challenge and digital revolutions heighten expectations
Not so Pacific Islands
The projection of Chinese power across the Pacific is a game-changer and a two-pronged strategy, asserting military power behind walls and letting trade flows trickle beyond, across the island archipelagos of the Pacific
Central Asia crossroads
Eurasia is again a geopolitical reality with the Chinese communication infrastructure on a continental scale and the powerful draw of energy riches, but populous, fragile and deeply divided Central Asia is exposed to overreach by mighty land powers
South-East Asia - Investments are Magnetic Fields
Foreign Direct Investments are not necessarily in line with economic interests of the SEA-5 countries - by embracing open-handed commitments in credible partnerships, the super-powers could cement balance, securing growth and stability in South-East Asia
South-East Asia - US Trade - Rebalancing Blues
Strength of American trade and long-term investments will buttress a clear narrative of US engagement, balancing China's regional influence. A light touch, more trade venues and new industrial options could be explored to counter US' protectionist bent