Opinion

Ian Bremmer

Political risk must-reads

Ian Bremmer
Apr 17, 2014 18:59 UTC

Political risk must-reads

Eurasia Group’s selection of essential reading for the political risk junkie — presented in no particular order. As always, feel free to give us your feedback or selections by tweeting at us via @EurasiaGroup or @ianbremmer.

Japan: challenges and opportunities

The Incredible Shrinking Country” — D.M., the Economist

Japan’s population began shrinking in 2004; last year, it declined by 244,000 people. The population is also aging: 22 percent of citizens are 65 or older. Is there any way to reverse these trends?

Japan’s Profound Ambivalence Over Nuclear Energy” — Per Liljas, Time

A recent poll found that 69 percent of Japanese citizens want nuclear power to be phased out. So why has Prime Minister Shinzo Abe just unveiled a new energy plan that goes against the public’s preference?

Australia and Japan Conclude Free Trade Deal” — Anthony Fensom, the Diplomat

Alibaba, Weibo and China’s potential for growth

Ian Bremmer
Apr 10, 2014 22:02 UTC

In recent weeks, there has been a surge in Chinese tech sector IPOs — including Alibaba, Weibo and JD.com — all planning to list on American exchanges. They’re smart to list away from home: doing so will give them access to more liquidity, and allow them to avoid certain restrictions — like the rule that companies cannot IPO in China if they haven’t yet turned a profit.

There are also compelling reasons for global investors to get excited about these offerings. China’s domestic consumer market is rapidly growing, and e-commerce is perhaps the most robust segment. There were over 6 billion parcels delivered in China in the first nine months of 2013 — up a staggering 61.2 percent from the same period a year prior. Online shoppers received half of those packages.

President Xi Jinping’s reforms are ambitious and unprecedented, and seek to transform the Chinese economy from a state-stimulated growth engine to a digital age, middle-class, consumer-driven economy in a country of more than 1.3 billion people. If these economic reforms succeed, they will unlock huge opportunities for tech companies that benefit from rising domestic consumption and a growing middle-class that has embraced the Internet.

Political risk must-reads

Ian Bremmer
Apr 3, 2014 18:28 UTC

Political risk must-reads

Eurasia Group’s selection of essential reading for the political risk junkie — presented in no particular order. As always, feel free to give us your feedback or selections by tweeting at us via @EurasiaGroup or @ianbremmer.

China and the environment

Traveling to China? Consider ‘Smog Insurance’” — Emily Rauhala, Time

The largest online travel agency in China may offer tourists a rebate if they should visit China’s major cities on days when pollution is severe — which is quite often.

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