
Navigating uncertainty and risk management through data products and business intelligence. Founded by @isaacstonefish.
New York
Joined January 2021
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Strategy Risks retweeted
Yet another important report from @StrategyRisks — this one about how @MissouriState reportedly used taxpayer $$ to credential CCP officials in state-owned enterprises, including those designated as national security threats (AVIC) and engaged in human rights violations (iFLYTEK)
Expect this report to start another round of conversations in DC about the nature of higher education cooperation with China…
Breaking: Since 2001, Missouri State University (MSU) — a public university funded by Missouri taxpayers — has operated a MBA and EMBA pipeline for thousands of Chinese executives, officials, and state-owned enterprise (SOE) personnel, including figures tied to China’s defense industry.
strategyrisks.com/press/repo…
Strategy Risks retweeted
.@IsaacStoneFish on the risks facing firms like Apple and Microsoft with high China exposure in the event that China invades Taiwan. youtube.com/clip/UgkxrjmBFlB…
Strategy Risks retweeted
China's response to President Trump's tariffs isn't just economic—it is political warfare.
Beijing is playing a 3-part game:
Direct. High road. Low road.
Let’s break it down. 🧵
Strategy Risks retweeted
Radical difference between China and the United States communication style on the tariffs. President Trump and senior U.S. officials are talking explicitly about China -- while senior Chinese officials are keeping quiet. The response from the Chinese side is coming almost exclusively from low level officials and commentators aligned with the Party.
Strategy Risks retweeted
Great to join Stephen Yates @steveyates podcast to talk decades of China policy, how Trump may tackle China, and how high school in Syracuse led me to Xinjiang and Tibet.
chinadeskpodcast.com/
Strategy Risks retweeted
I'm honored to be testifying today to the Senate Judiciary Committee about U.S. tech companies and their relationships with China.
judiciary.senate.gov/committ…
Strategy Risks retweeted
🚨FINDINGS: U.S. Investment Fuels China’s Military Advances and Human Rights Abuses
Official Select Committee findings reveal American $ fuels blacklisted Chinese military companies & the Chinese Communist Party's vital industries.
5 most SHOCKING facts below 🧵⬇️
Strategy Risks retweeted
Replying to @joannachiu @restofworld
We heard from @violazhouyi about why human-centred tech stories matter, toasted to @NuVoices getting non-profit status & learned about @YCW_Global and new research from @StrategyRisks @isaacstonefish, before the best group discussion.
Love connecting with community ❤️
Strategy Risks retweeted
How do corporate giants manage the risk of doing business in China? China experts @isaacstonefish of @StrategyRisks and James Tunkey of I-OnAsia share insights on a subject that impacts companies like $TSLA $AAPL $F $GM $CARR $SBUX, and $MSFT forbes.com/sites/drewbernste…
Strategy Risks retweeted
Fascinating event with the very thoughtful @StrategyRisks advisor @TonyNashNerd on the economic and geopolitical impact of next week's election: Oct 31, 2024 1:00PM EDT
events.zoom.us/ev/AgR2daVP9I…
Strategy Risks retweeted
On the latest episode of the @CityJournal podcast, I'm joined by @isaacstonefish, author of "America Second: How America's Elites Are Making China Stronger."
🔊🔊🔊
His new project, and the subject of this recording, is the Strategy Risks Index. city-journal.org/multimedia/…
Strategy Risks retweeted
Recently, @StrategyRisks rated Apple as the third-most China exposed company among top American firms.
Now, we learn that Apple has actively helped BYD, a CCP-aligned company that is trying to corner the global EV market.
Big Tech helping our adversaries is all too common.
BREAKING: @Apple secretly colluded with Chinese state champion carmaker on electric vehicle batteries instead of US automakers
“Spending about a billion dollars a year… working with BYD to develop this battery that is now underpinning the technology of that Chinese company.”
Strategy Risks retweeted
Zelenskyy says about 10,000 North Korean soldiers are preparing to join the war on the Russian side. If this is true, it's North Korea's most significant military movement since the 1950-1953 Korean War, and a cause of massive global concern.
Replying to @DaveKeating
Zelenskyy says about 10,000 North Korean soldiers are preparing to enter Ukraine to fight for Russia, citing his intelligence sources.
"It's the first step toward a world war."
Strategy Risks retweeted
"People need to know that exposure to China and China risks – it's not just how much business are you doing in China, or what's your supply chain exposure. It's also the politics of it," said @isaacstonefish of @StrategyRisks.
foxbusiness.com/fox-news-wor…
Strategy Risks retweeted
The SR 250, developed by @StrategyRisks, is a powerful resource for businesspeople, investors, and regulators. Understanding top US companies’ exposure to China helps them assess the heightened risk of doing business with, in, or for China.
Watch @isaacstonefish, CEO and Founder of Strategy Risks, and @michellegiuda, CEO of the Krach Institute for Tech Diplomacy at Purdue, discuss the impact of technology on business risks in the US and China in this episode of “Insights in Tech Diplomacy” from the Tech Diplomacy Academy: techdiplomacyacademy.org/ins…
We are live! The SR 250 ranks the top US companies on their China exposure. We'll be tweeting more soon on who the top ten and bottom companies are...watch this space.
strategyrisks.com/data-produ…
Strategy Risks retweeted
This seems a very useful resource
We are live! The SR 250 ranks the top US companies on their China exposure. We'll be tweeting more soon on who the top ten and bottom companies are...watch this space.
strategyrisks.com/data-produ…
Strategy Risks retweeted
I can't emphasize enough how important the news out of Vietnam is: longstanding Communist Party Secretary Nguyen has just died. This has major implications for China, the United States, globalization, and the balance of power in Asia.
--Vietnam will almost certainly enter a period of instability, that will complicate both investment in the region but also complicate a great power diplomatic struggle. Nguyen managed the incredible diplomatic feat of hosting over a period of a year Putin, Xi, and Biden, and China and the United States especially are pushing for more influence in the country. Both the United States and China have gone to war with Vietnam, and both now want Vietnam to be clearly in their sphere of influence.
--Vietnam was seen as a promising destination to relocate factories from China, and depending on how much the new government can send signals of stability, this may change.
--Vietnam's system of government is probably the system in the world most similar to China's. Watching how Vietnam handles this period will give insight into what may happen in China if the 71-year-old Xi Jinping were to die unexpectedly, or if he loses power.
nytimes.com/2024/07/19/world…
Strategy Risks retweeted
Strategy Risks is hiring! We're looking for a collaborative and very organized senior executive assistant to join our team. If this describes and interests you, please do apply. strategyriskscorp.applytojob…
Strategy Risks retweeted
Cameron is back from the political wilderness. Does his political resurrection signal closer ties to Beijing? Remember his ‘Golden Era’ with the Chinese Communist Party topped off w/ a Xi golden carriage ride w/ the Queen. When he resigned as PM, he headed a Belt and Road Investment fund. #BRI #elitecapture
Does David Cameron’s returns as UK foreign secretary after Suella Braverman is sacked signal a more more Beijing stance? 🧐via @FT
on.ft.com/3FUN3C7
Strategy Risks retweeted
🎧How did America become so economically entangled with Communist China?
What role did American CEOs and diplomats like Henry Kissinger play?
How likely is war with China, and how will that impact U.S. investments in the PRC?
I discuss with @isaacstonefish of @StrategyRisks👇
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