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Erudite Risk takes an all risks approach to intelligence reporting. We categorize key intelligence into one of 40 different risk intelligence categories.
The goal is to provide intelligence that allows decision makers to avoid being blindsided by what they may have missed, while informing them to make better decisions as well.
Erudite Risk also includes operations categories so you can monitor the environment for better decision making. Everything is tied together--what happens in risk affects operations and what happens in the market impacts risk profiles.
We categorize key intelligence into one of 30 different operations intelligence categories.
Different roles and functions within the organization can monitor different key issue areas. HR may monitor employment, wages, regulations, labor and management relations, etc., while P&L leaders may monitor overall developing trends.
Mainland reiterates 1992 Consensus as foundation for resuming cross-Strait dialogue
Peoples Daily | English | News | Jan. 23, 2026 | Geopolitical Conflict and Disputes
A Chinese mainland spokesperson reiterated that recognizing the 1992 Consensus, which embodies the one-China principle, is essential for resuming dialogue and consultation mechanisms between the two sides of the Taiwan Strait. The 1992 Consensus clearly defines cross-Strait relations and serves as the political foundation for their development, as well as an anchor for peace and stability.
The 1992 Consensus was reached in 1992 between mainland China's Association for Relations Across the Taiwan Strait (ARATS) and Taiwan's Straits Exchange Foundation (SEF), with authorization from both sides. The spokesperson accused recent Taiwan authorities of deliberately confusing the public about this historical interaction.
The spokesperson emphasized that when the 1992 Consensus is recognized and the one-China principle upheld, cross-Strait relations improve, benefiting Taiwan residents. Between 2008 and 2016, agreements signed based on the consensus brought tangible benefits to people on both sides, especially in Taiwan.
Since May 2016, the Democratic Progressive Party authorities have refused to recognize the 1992 Consensus, adopted a secessionist stance, and actively undermined the political foundation for cross-Strait consultations. They have also obstructed and restricted exchanges and cooperation across the Strait.
Japan unqualified to seek a seat as a permanent member of UN Security Council: Chinese envoy to UN
Global Times | English | News | Jan. 23, 2026 | Geopolitical Conflict and Disputes
Chinese Ambassador Sun Lei, Chargé d'Affaires a.i. to the UN, stated on January 21, 2026, that Japan is fundamentally unqualified to seek a permanent seat on the UN Security Council. He argued that Japan cannot shoulder the responsibility of maintaining international peace and security nor gain the trust of the global community.
Sun highlighted that the Security Council is central to upholding the postwar international order and that Japan's historical militarism has not been fully addressed. Despite the Tokyo trials punishing Japanese war criminals 80 years ago, right-wing forces in Japan have sought to whitewash wartime atrocities such as the Nanjing Massacre and forced labor, while revising history textbooks and honoring Class-A war criminals at the Yasukuni Shrine.
He also criticized Japanese leaders, including Prime Minister Sanae Takaichi, for provocative remarks on Taiwan, pro-nuclear positions, and efforts to revise security policies, which Sun viewed as a push toward remilitarization that threatens regional and global security.
Sun concluded that a country that denies its wartime crimes, challenges World War II outcomes, and disregards the postwar order cannot be trusted with the responsibilities of a permanent Security Council member. China, as a current permanent member, expressed its willingness to collaborate with peace-loving nations to uphold the postwar order and maintain the Security Council's authority and unity.
AMRO Lifts 2026 Growth Forecast for ASEAN+3, Citing Tech and Export Strength
Yicai Global | English | News | Jan. 23, 2026 | UndeterminedEconomic Growth
The ASEAN+3 region, comprising the 10 ASEAN members along with China, Japan, and South Korea, is projected to experience stronger economic growth in 2026 than previously forecasted. The ASEAN+3 Macroeconomic Research Office (AMRO) updated its outlook, predicting a 4 percent expansion in 2026 following 4.3 percent growth in 2025, marking a 0.2 percentage point upward revision for both years. China’s growth forecast was similarly raised to 4.6 percent in 2026 from the earlier estimate, supported by macroeconomic policies, resilient exports, and investment in high-tech manufacturing.
The region’s economic resilience is attributed to strong technology demand and robust foreign direct investment inflows into sectors such as advanced electronics, electric vehicles, and digital services. Semiconductor exports in the region grew by 21.7 percent in the second half of 2025, driven by demand related to artificial intelligence and cloud infrastructure. The global purchasing managers’ index for electronics new orders showed improvement in December 2025, indicating continued export growth. Regional equity markets have also gained since October 2025, boosted by momentum in artificial intelligence despite concerns about US tariff policies.
Despite more balanced risks overall, AMRO identified ongoing uncertainties and downside risks, particularly linked to unpredictable US trade policies and potential expansions of protectionist measures. A significant slowdown in technology demand, possibly caused by market corrections or delays in AI adoption, could adversely affect regional exports, given the sector's cross-border ties. AMRO emphasized the importance of policy readiness to manage shocks in the short term, while encouraging diversification of growth drivers and deeper regional economic integration to enhance long-term resilience.
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