Try the Daily Briefing
Try the Daily Briefing for your country of choice for two weeks--free of charge and with no obligation.
Have a service or subscription question? We'd be happy to hear from you.
Intelligence for Better Decision Making
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.
PM Modi at Malda rally: People of India, especially Gen Z, have reposed faith in BJP’s development model
The Hindu | English | News | Jan. 19, 2026 | UndeterminedPolitics and Elections
Prime Minister Narendra Modi, speaking at a rally in Malda on January 17, 2026, stated that the people of India, particularly Generation Z, have placed their trust in the BJP’s development model. He criticized the Trinamool Congress (TMC) government in West Bengal for allegedly facilitating large-scale infiltration that changed the state’s demographics, triggered riots in districts like Malda and Murshidabad, and thrived due to the ruling party’s patronage and syndicate system.
PM Modi reassured refugees such as the Matuas, who fled religious persecution and sought shelter in India, amid concerns over the Special Intensive Revision (SIR) exercise. He emphasized that infiltration is a significant challenge for Bengal, noting that even affluent countries are actively removing illegal migrants and asserting that Bengal must do the same. He linked recent violence in the state to this issue.
At the rally, Modi congratulated West Bengal for receiving India’s first Vande Bharat sleeper train along with four new Amrit Bharat trains. He pledged efforts to provide pucca houses and clean drinking water to all homeless people in Bengal. Modi accused the TMC government of looting public funds, obstructing central aid, and said that Bengal’s development depends on the defeat of the TMC and the rise of the BJP, predicting an overwhelming mandate for the party in the upcoming Assembly elections.
Modi criticized the TMC for its “hooliganism and politics of threats” and expressed confidence that this would end soon. He highlighted that West Bengal is surrounded by BJP-ruled states known for good governance and asserted that it is now Bengal’s turn to experience the same. He coined the election slogan “Paltano darkar, chai BJP sarkar” (Need to change, want BJP Government) to rally support for the BJP in the state.
Republic Day terror threat? Khalistani, Bangladeshi outfits may target Delhi, other cities: Report
Livemint | English | News | Jan. 19, 2026 | Terrorism
Intelligence agencies have issued a terror alert ahead of Republic Day on January 26, warning of potential attacks by Khalistani terrorist organizations and Bangladesh-based terror outfits targeting Delhi and several other cities. Haryana, Delhi-NCR, Uttar Pradesh, and Rajasthan have been placed on high alert as these regions are considered vulnerable.
The alert highlights that Punjab-based gangsters are increasingly being used by Khalistani radicals operating from abroad as foot soldiers, employing criminal networks to further their agendas and disrupt internal security. These gangsters are active across the mentioned states and are reportedly building links with Khalistani terrorist elements.
In response, the North District Police conducted multiple simulated mock drills during the first half of January 2026 at sensitive and crowded locations in North Delhi such as Red Fort, ISBT Kashmere Gate, Chandni Chowk, Khari Baoli, Sadar Bazar, and several metro stations. These drills aim to strengthen anti-terror measures and improve the readiness of security agencies and the public for potential terror incidents.
The Republic Day Parade will feature at least 30 tableaux on Kartavya Path, showcasing India's cultural heritage and developmental achievements under themes celebrating freedom and prosperity, marking 150 years of the national song "Vande Mataram."
Surging credit markets prompt complacency warning
Hindu Business Line | English | News | Jan. 19, 2026 | UndeterminedFinancial System Problems
Global credit markets are experiencing their strongest rally in two decades, with yield premiums on corporate debt dropping to levels not seen since June 2007. This surge reflects confidence in the economic outlook, leading to heightened demand for new bond issuances, which have attracted more than four times the orders compared to available supply. Notably, US companies are issuing new bonds with yields just marginally higher than existing ones, indicating a very tight new issue concession.
Despite the strong fundamentals, prominent investment managers including Aberdeen Investments and Pimco warn of complacency and heightened risks. These include geopolitical tensions, unpredictable US policies, and risks of undisclosed debt, similar to those underlying recent corporate failures. Barclays signals a 93% risk complacency in the US debt market, the highest since December 2024, driven by bullish equity positioning and reduced volatility in high-yield returns.
Many investors continue to pursue the rally, buoyed by expectations of interest-rate cuts from the Federal Reserve and other central banks, as well as an upward revision to the World Bank's global growth forecast to 2.6%. However, concerns remain over the limited margin for error given the tight spreads and potentially destabilizing geopolitical and internal shocks. The Federal Reserve is also under scrutiny, with an ongoing probe regarding its interest rate decisions amid tensions with former US President Donald Trump.
Riskier debt segments, including junk bonds, are similarly experiencing record-low yield premiums, prompting managers like Pimco to adopt more selective investment strategies in anticipation of deteriorating fundamentals. Corporate bond issuance has surged, with January 2026 seeing $435 billion raised—a record amount—and large deals such as Goldman Sachs' $16 billion investment-grade debt sale marking strong market activity. Nonetheless, investors remain cautious, balancing the need for returns with the increasing risk environment.
Try the Daily Briefing for your country of choice for two weeks--free of charge and with no obligation.
Have a service or subscription question? We'd be happy to hear from you.
info@eruditerisk.com
The Daily Briefing is delivered Monday through Thursday via email.
Each day's reports include a combination of:
Takes
Takes are our deep dives into a topic of enduring interest or concern. Takes include copious references to all the media resources we gathered to build them.
Developments
Developments are key issues and incidents being heavily reported on in country. These are the centers of local thought gravity around which everything else revolves.
Risk Media
Summaries and analysis of the most important risk issues reported on in media, arranged by risk category. Learn about risk trends and issues while they are developing--before they blow up.
Ops Media
Summaries and analysis of the most important operational issues reported on in media, arranged by operations category. See what's changing in your market, and what's not.
Government Releases
Government press and data releases on key economic data, regulation, law, intiatives, incidents. Straight from the government's press to your eyes in less than a day.
Embassy and Business Association Releases
Statements and news releases from foreign embassies and business/industry associations, including chambers of commerce.
The Daily Briefing can run 50-100 pages each day!
Luckily, Erudite Risk tailors every report specifically to you.
Content Filtering
We try hard to ensure that every piece of information included in each day's reports will be of interest to our readers.
To fulfill our goal of comprehensively monitoring the intelligence landscape and also keeping reports readable, we build big reports--then deliver only the information that applies to you.
Each Daily Briefing is a bespoke report matched to your concerns. Tell us what you want in it, or we can match it to your professional needs. It's that easy.