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Intelligence for Better Decision Making
Domain | Causal Chain | Possible Outcome |
---|---|---|
Environment | (Carbon-pricing coverage share ↑ → CO₂-intensity of GDP change ↓ → Climate-induced migration flow ↓) | Enhanced carbon-pricing coverage lowers GDP carbon intensity and reduces climate-driven migration flows. |
Macroeconomics & Growth | (Renewable-energy incentive regime ↑ → Renewable-generation share (power sector) ↑ → Energy intensity of GDP ↓ → Green-growth indicator ↑) | Stronger renewable incentives boost clean-power generation, lower energy intensity, and improve the green-growth score. |
Financial System | (Corporate-governance quality score ↑ → Corporate net-zero commitment count ↑ → ESG-related capital-flow tilts ↑) | Higher governance scores drive more net-zero pledges and redirect ESG-focused capital toward sustainable firms. |
Social Cohesion | (Anti-discrimination enforcement strength ↑ → Sense-of-fairness index ↑ → Social-trust composite swing ↑) | Stronger anti-discrimination enforcement raises perceived fairness and bolsters overall social trust. |
Demographics & Human Capital | (Gender equality in education & employment ↑ → Female secondary-school completion gap ↓ → Gender wage & leadership gap ↓) | Greater gender parity in education narrows completion gaps and reduces the wage and leadership disparities for women. |
Technology & Innovation | (Enterprise AI adoption index ↑ → AI adoption GDP uplift ↑ → Total-factor productivity growth from tech ↑) | Accelerated AI adoption raises AI-driven GDP contributions and boosts total-factor productivity in tech sectors. |
Firms | (Digital-technology adoption rate ↑ → SME digital-tool adoption index ↑ → Net foreign direct-investment inflow (corporate) ↑) | Higher SME digital-tool uptake signals supplier readiness and attracts increased corporate FDI inflows. |
Technology & Innovation | (Next-gen digital-infrastructure coverage ↑ → Average urban broadband speed (Mbps) ↑ → Digital & knowledge-intensive industry share of GDP ↑) | Expanded next-gen coverage boosts urban broadband speeds, driving growth in digital and knowledge-intensive industries. |
Technology & Innovation | (Open-data & standards mandate ↑ → Patents & open-source projects spawned by open data ↑ → Open-source contribution index ↑) | Open-data mandates spur new patents and open-source projects, raising the open-source contribution index. |
Households | (Union density / collective-bargaining coverage ↑ → Wage bill share of revenue ↑ → Household consumption growth contribution to GDP ↑) | Higher union coverage increases wage bills, fueling household consumption’s contribution to GDP growth. |
Infrastructure & Urbanization | (High-speed broadband household penetration ↑ → Digital divide (urban-rural speed gap) ↓ → Economic growth from digital-content sector ↑) | Greater broadband penetration narrows the rural–urban speed gap and accelerates digital-content sector growth. |
Competitiveness | (Carbon pricing mechanism design ↑ → Average cost of capital (WACC) ↓ → FDI net inflow (% GDP) ↑ → Greenfield FDI inflow growth ↑) | Improved carbon pricing design lowers WACC, attracting greater FDI inflows and boosting greenfield investment growth. |
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.
Deputy PM attends St. Petersburg economic forum, sidelines bilateral activities
Vietnam Net - E | English | News | June 24, 2025 | UndeterminedEconomic Growth
The St. Petersburg economic forum attracted nearly 20,000 delegates from 140 countries and territories, a 20% increase from 2024. Vietnamese Deputy Prime Minister Long engaged with leaders of major Russian corporations such as Gazprom, AFK Sistema, and Zarubezhneft, which are either investing or exploring investment opportunities in Vietnam. He also held brief talks with high-ranking officials including Russian Deputy PM Alexander Novak, Saudi Arabian Minister of Energy Prince Abdulaziz bin Salman Al Saud, the President of the New Development Bank Dilma Rousseff, and the Secretary General of the Black Sea Economic Cooperation Organisation Lazar Comanescu.
Long emphasized the strong and growing comprehensive strategic partnership between Vietnam and Russia, highlighting the importance both nations place on effective collaboration. He called for increased efficiency in joint oil and gas exploration and exploitation, and expressed Vietnam’s readiness to support Russian enterprises investing not only in traditional sectors like energy and industry but also in emerging fields including IT, digital technology, AI, clean energy, pharmaceuticals, and biomedicine. He also encouraged Russian firms to assist with technology transfer, technical support, and training for Vietnamese personnel.
Russian corporate leaders expressed appreciation for Vietnam’s supportive government policies and viewed the May 2025 visit to Russia by Vietnamese Party General Secretary To Lam as a significant milestone for bilateral cooperation. They committed to applying advanced technologies in joint projects and expanding technology transfer and training programs. During his visit, Long and the Vietnamese delegation participated in a ceremony laying flowers at the monument to President Ho Chi Minh in Saint Petersburg, alongside representatives from the Vietnamese Embassy, local Vietnamese community, and city authorities.
Chuỗi cung ứng đất hiếm toàn cầu đã dịch chuyển ra sao?
How Has the Global Rare Earth Supply Chain Shifted?
VN Express | Local Language | News | June 24, 2025 | Supply Chain Issues
The Mountain Pass mine in California, the only operating rare earth mine in the United States, resumed production in 2017 after years of inactivity. The mine's revival aligns with a global shortage of imported rare earths, which are vital for industries such as computer chips and aircraft engines. Despite U.S. efforts, China still dominates the global rare earth supply chain, accounting for over 69% of global production and about 90% of rare earth magnets, essential for electric vehicles and wind turbines.
China has used rare earth exports as leverage amid escalating trade tensions, drastically cutting exports in recent months. This move has revealed the fragility of the global supply chain and prompted other countries to reconsider domestic production despite the high costs and environmental challenges. The history of rare earth production in the U.S. includes the Mountain Pass mine's closure in 2002 due to environmental issues and competition from China, which eventually led to the migration of manufacturers to China for proximity to raw materials.
The European Union is also seeking improved access to rare earths through upcoming negotiations with China, with export licenses still seeing delays despite attempts to expedite them. Meanwhile, the U.S. is actively trying to rebuild its rare earth capabilities by refining ores domestically and planning magnet production in Texas by early 2025. In Oklahoma, investments in critical mineral refining, battery recycling, and rare earth magnet manufacturing are growing, supported by favorable logistics, workforce expertise, and streamlined regulations.
Outside the U.S., countries like Australia, India, and Brazil hold significant rare earth reserves and are moving to increase production. Startups such as Westwin Elements in Oklahoma are expanding nickel refining operations with ambitions to meet a substantial portion of U.S. demand, embodying a broader strategy to reduce dependence on China and enhance domestic critical mineral supply chains.
Local administrative restructuring must not stall other tasks: PM
Vietnam Net - E | English | News | June 24, 2025 | UndeterminedPolitical Policy Resistance
Prime Minister Pham Minh Chinh has instructed that the ongoing restructuring of local governments must not impede the progress of key national programmes, including the elimination of substandard housing, transport infrastructure development, and public investment disbursement. He emphasized the importance of maintaining focus on these priorities despite the organisational changes in the two-tier local administration model.
The programme to remove temporary and dilapidated houses has made significant progress, with nearly 263,000 units addressed so far—225,000 completed and 38,000 under construction. Thirty-eight provinces and cities have met their targets. The Prime Minister urged the commencement of construction on the remaining 14,577 houses to meet the August 31 deadline, with homes for veterans to be completed by July 27 as a tribute to their service. These housing achievements are to be highlighted as part of the 80 flagship projects commemorating the 80th National Day.
In the transport sector, 19 projects have been completed, notably expanding the expressway network from 1,327 to 2,268 kilometres and commissioning Terminal 3 at Tan Son Nhat International Airport. Another 52 projects continue as scheduled. PM Chinh called for resolution of challenges such as site clearance and material costs and urged swift progress on major projects including the Ho Chi Minh City Long Thanh expressway expansion and Hanoi’s Ring Road 4 component. For Long Thanh International Airport, authorities were directed to ensure safety, quality, and timely completion in 2025 despite weather delays.
Public investment disbursement reached 264.8 trillion VND (about 10.13 billion USD) in the first half of 2025, representing 32.06% of the annual target. However, nearly 7.36 trillion VND remains undistributed across multiple ministries and localities, with 61 agencies performing below the national average. The Prime Minister criticized the slow and insufficient responses to delays and violations in managing public investment, calling for stronger accountability down to individual officials and the incorporation of disbursement results into annual performance evaluations.
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