INSIGHTS

MetisAsia research topics, events and links to published reports

Tuesday 4th August 2020

4pm Singapore, 9am London

Click here to request access to the webinar recording

Join us for fascinating insights into the implications of the current tensions between the US and China from our highly esteemed speakers:
 

Vice Admiral (retd) Sir Clive Johnstone, KBE CB served as Commander, NATO’s Allied Maritime Command from 2015-2019. He is currently Head of Strategy for BMT Limited, a maritime design, consulting and technology consultancy and the only ‘trusted’ 5-Eyes consultancy and product delivery business in its sector. Clive also supports Sirius Insight AI, a data analytics company focused on the maritime sector that improves situational awareness for shipping, insurance and government. He is a highly sought after and trusted advisor on maritime issues and global security, speaking, writing, consulting and advising for a range of organisations internationally, from RUSI, Chatham House, The Scotland Asia Institute, Kinross House and Oxford University.

Alexander Neill is Executive Director at Alexander Neill Consulting, a strategic advisory consultancy focusing on Asia-Pacific. Alexander’s career has focused on the analysis of China’s global engagement and the leadership of the Communist Party of China. He has provided insight, analysis and expertise to governments, corporations, and NGOs on issues including Cross-Strait relations, the BRI, the South China Sea dispute and Chinese influence operations throughout the world. Having worked for the British and US governments on Asia Pacific security concerns, Alexander served as Head of the Asia Security Programme at RUSI in London from 2005. In 2013 he was appointed Shangri-La Dialogue Senior Fellow for Asia Pacific security at the International Institute for Strategic Studies based in Singapore. Alexander is a graduate of SOAS, London and a Chinese linguist.

Next up in the MetisAsia webinar series:  "The Future Of.... War & Peace"
What are the risks of conflict between the US and China?
The maths behind Britain's Huawei U-turn and pivot to the Indo-Pacific
Stephen Case illustration for SCMP

There is an upside for Britain in working more closely with its traditional allies - the US, Australia and Japan - in the region.  Free-trade agreements with all three countries hang in the balance. 

Illustration: Stephen Case

South China Morning Post, opinion editorial by MetisAsia Partner, Sam Olsen.
A really interesting piece that puts the British government's recent decisions regarding Huawei and the deployment of an aircraft carrier to the South China Sea in the context of its commercial ambitions and free trade agreement negotiations.  
Published: 21 July 2020
https://www.scmp.com/comment/opinion/article/3093810/maths-behind-britains-huawei-u-turn-and-pivot-indo-pacific
Supply Chain: Busting the De-Chinafication myth and preparing for a digitised future
Digital Asia Map.png

Supply chains cannot "de-Chinafy" but they will digitise

Following our webinar discussion as to the possibilities for supply chains to "De-Chinafy" and digitise, this article explains how much of the cause and effect of supply chain re-structuring is in Asia.

 

  • Assumptions on which the globalised network is based are under stress from more structural drivers of change than the Covid-19 pandemic;

  • As China moves up the value chain, emerging ASEAN markets are filling the gaps and experiencing economic and cultural demand shifts of their own. 

  • Calls for de-Chinafication of global manufacture and distribution are unlikely to become an economic reality, even as supply chains shorten and governments seek to on-shore key industries. 

  • Supply chain technologies are developing apace and digitisation is poised to add another facet of disruption to the sector as a whole.  

A deeper dive into supply chain automation and digitalisation
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Automating and digitalising supply chain

Part 2 of MetisAsia's investigation into the fundamental shifts in the Asia Pacific supply chain.  This article takes a deeper dive into the potential for automating and digitising the many facets of existing supply chains.  

 

  • Diversifying away from humans is inevitable and an accelerating trend;

  • APAC's supply chains will fast forward on automation and digitalisation in the wake of the Covid-19 pandemic;

  • New technologies will play a part in all elements of the overall supply chain;

  • Could this be where blockchain really comes of age?

Asian supply chain is changing, but how?  Let's start with the macro....
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4 macro thoughts on supply chain in Asia

Part 1 of MetisAsia's investigation into the fundamental shifts in the Asia Pacific supply chain starts with a macro view, summarized in this article, which highlights: 

 

  • The continued political, environmental and cultural pressures on supply chains, which were already in play pre-Covid-19;  

  • The inevitable shortening of supply chains as Covid-19 increases the political and cultural pressure;

  • The difficulties involved in the "de-China-fication" of international supply chain; 

  • Supply chain technology is getting a boost from the Covid-19 pandemic.  

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Healthcare at the brink...

MetisAsia launches "The Future Of....." Series of discussions and in-depth reports, investigating Asia's role in the new normal for a post pandemic world.  We examine the Future of Healthcare first, and this overview of our lines of investigation. 

  • The current Covid-19 pandemic is the single largest test for healthcare for generations.  The urgent need for solutions is creating an environment for many aspects of healthcare to develop at unprecedented speeds.

  • Healthcare around the world is likely to get cheaper, better co-ordinated and more tech infused as a result.

  • Telemedicine, diagnostics and the Internet of Medical Things stand out as major areas of focus for healthcare investment moving forward.

The Future of Healthcare: Radical change offers opportunities for growth and public good
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