Navigating Geopolitical Risk in the World’s Most Combustible Flashpoint.
Taiwan Strait Risk Report is a multi-faceted geopolitical risk product for companies, financial institutions, and governments seeking to better understand their exposure to geopolitical risk in and around the turbulent waters of the Taiwan Strait.
Our Team
Peter Enav is the founder and editor of Taiwan Strait Risk Report. He has spent 17 years living and working in Asia, including nine (2005-2014) as the head of the Taipei bureau of the Associated Press, where he closely monitored Taiwan defence issues and the evolution of the U.S.-China-Taiwan strategic triangle.
While living in Israel in the 1990s, he established the risk consultancy Cosmopolitics Inc., which produced a series of in-depth reports on political stability in major Middle Eastern oil producers for Japan’s Ministry of International Trade and Industry, as well as for Financial Times Energy Publications in London.
Enav has a BA in Asian Studies from the University of Wisconsin, Madison and an MA in Chinese Studies from the University of California, Berkeley. He is a resident of Melbourne, Australia.
Mike Chinoy, Taiwan Strait Risk Report’s consulting editor, is a Non-Resident Senior Fellow at the University of Southern California’s U.S.-China Institute. Previously, he spent 24 years as a foreign correspondent for CNN, serving as the network’s first Bureau Chief in Beijing and then as Senior Asia Correspondent.
He has received Emmy, Peabody, and Dupont awards for his journalism. Chinoy is the author of five books: China Live: People Power and the Television Revolution, Meltdown: The Inside Story of the North Korean Nuclear Crisis, The Last POW, Are You With Me? Kevin Boyle and the Rise of the Human Rights Movement, and Assignment China: An Oral History of American Journalists in the People’s Republic.
He holds a BA from Yale University and an MS from Columbia University. He is based in Taipei.
Our Services
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Our flagship monthly newsletter provides subscribers with in-depth analyses of critical cross-strait topics; trends in Taiwan military reform for example, or China’s kinetic options for bringing the island to heel. The newsletter is supplemented by periodic risk alerts keyed to important cross-strait developments, like Speaker of the House Nancy Pelosi's controversial Taiwan visit in 2022, or President Biden's precedent-breaking declarations on deploying U.S. military assets to defend Taiwan against a possible Chinese attack
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Our off-the-shelf studies offer clients cutting-edge insights into timely cross-strait topics keyed to particular industry areas. For example, a forthcoming look at China’s cyber threats targeting Taiwan will provide insight into the following different types of security risks:
Information Security at a macro level, specifically in terms of what types of industries are targeted and how companies can protect themselves
Supply chain risk and attack patterns
Risks to employees and vendors both based in Taiwan and traveling for business
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Our bespoke risk studies respond to specific client requests for in-depth analysis of relevant cross-strait topics. One recent example is a wide-ranging survey we did of political and military risk facing the client's ongoing investments in Taiwan and the Greater China area as a whole.
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Upon request, we speak at executive-level briefings, conferences, and private round-tables.
Flagship Newsletter: Taiwan Strait Risk Report
Our flagship monthly newsletter provides subscribers with in-depth analyses of critical cross-strait topics – recurring problems in Taiwan military reform for example, or new developments in China’s internal politics.
The newsletter is supplemented by periodic risk alerts keyed to important cross-strait developments, like Speaker of the House Nancy Pelosi's controversial Taiwan visit in 2022, or President Biden's precedent-breaking declarations on deploying U.S. military assets to defend Taiwan against a possible Chinese attack.
The Economist recently called Taiwan “the most dangerous place on earth.” Its judgment was based not only on the intense volatility of the region – a volatility that has been underscored by China’s continuing military activity in and around the Taiwan Strait - but also because of its immense importance to the global economy.
Ninety percent of cutting-edge semiconductors are produced in Taiwan
Fifty percent of the world’s container fleet passes through the Taiwan Strait on an annual basis
The center of gravity for China’s economic miracle lies perilously close to key Taiwan shipping lanes
Any conflict in or around Greater China would have devastating consequences for the free flow of hydrocarbons from Middle Eastern producers to the dynamic economies of Northeast Asia.
How We Do It
In assessing geopolitical and military risk across the Taiwan Strait, we seek to analyze, among other issues:
The policies and decision-making process of the Chinese Communist Party and the People’s Liberation Army
The consequences of growing U.S. support for Taiwan and hostility towards China
Taiwan’s ability to develop a credible military deterrent
The risk of an accidental confrontation
Testimonials
“I just read the latest Taiwan Strait Risk Report issue and it’s excellent. It's a great synthesis and update of everything that's relevant to observers focused on these issues. Very well researched and most critically, with the risk index, timely. I recommend it highly to anyone who trades with, lends to, or is investing in the region.”
Stephen Kay
Managing Director
Marsh Credit Specialties
New York, USA
‘Peter and Mike are some of the sharpest thinkers in the geopolitical risk space.
The Taiwan Strait Risk Report provides crucial and trenchant analysis so that investors and regulators can make informed decisions about the world’s most important flashpoint.’
Isaac Stone Fish
CEO and founder
Strategy Risks