Economics

China Risk: Which Lane Are You On?

At a recent meeting, a senior executive at a major global brand asked me what other companies are doing about “China risk” these days. This morning, I came across a piece by Morgan O’Rourke on China risk in the new edition of Risk Management magazine (1). It seems, O’Rourke writes, that the events in Japan […]

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Economics

The Risk-Price Trade-off

On Saturday the NY Times ran a short piece by Thomas Fuller about the floods in Thailand and the impact they are having on global Hard Disk Drive (HDD) availability.(1) The article states that “Before Thailand’s great flood of 2011, companies like Panasonic, JVC and Hitachi produced electronics and computer components that were exported around […]

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