The Reorient! Podcast

Welcome to the era of friend shoring and nearshoring.  The breakdown of the supply chain during the pandemic highlighted the risk of concentrating your manufacturing base half way around the world.  For many years now there have been growing headwinds for China-based exporters.  Rising US-China tensions, increased labor costs, and less favorable local policies meant that factory own...

E 38 / Cooperation, Competition and Conflict: Scott Moore on US-China relations and Cross-border Threats The current state of US-China relations is poor to say the least.  In addition to concerns over a potential conflict in Taiwan and opposing policies towards the war in Ukraine, we have witnessed a general deterioration in trust and willingness to partner in virtually any sphere.  We a...

Dr. William H. Overholt is a distinguished Asia Expert with five decades of experience in research, analysis, and advisory for leading investment banks, think tanks, government and educational institutions.  He is a prolific author with a broad set of knowledge and experience he leverages to bring insights into Asia's complex social and political context.  Overholt's assessment of US-Chi...

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Sign up for our newsletter at https://www.reorientpodcast.com o receive a private RSS feed for full episodes! Dr. Kumudu Gunasekera is a management consultant and strategic advisor to private equity firms, public and privately held corporations, and Fortune 100 global organizations. Throughout his career he has delivered actionable insights to clients worldwide.  A proven problem-solver, his...

What is China?  It is a simple question but one that cannot be properly without the help of reading Bill Hayton's book,  ' The invention of China'.     And, why is the conflict over sovereignty of the Spratly and Paracel islands and atolls so intractable?  To understand this also requires reading another one of his works, ' The South China Sea, The Struggle for Power in As...

David P. Goldman is Deputy Editor of Asia Times, where he has written the "Spengler" column since 2000, and a Washington Fellow of the Claremont Institute. His books include How Civilizations Die (2011), It's Not the End of the World -- It's Just the End of You (2011), and You Will Be Assimilated: China's Plan to Sino-Form the World (2020). He publishes in The Wall Street Journal, Claremont Review...

James Fok, Author of Financial Cold War: A View of Sino-US Relations from the Financial Markets. "James Fok’s book highlights the explosive risks in the relationship between the US and China today. It also offers insights into fundamental driving forces of international frictions and is a call to take urgently necessary steps to address the sources of conflict." - Klaus Schwab, Founder and Executi...

A diplomat for nearly thirty years, Ted Osius served from 2014 to 2017 as U.S. ambassador to Vietnam, a country he has loved since serving there in the 1990s, when he helped open the U.S. Consulate General in Ho Chi Minh City and was one of the first U.S. diplomats at the U.S. Embassy in Hanoi. Leading a mission team of 900, Ambassador Osius devised and implemented strategies to deepen securi...

Published April 10, 2022 Josephine Wong is a co-founder and principal at Apogee and co-founder of Make Meaningful Work, as well as the co-founder of UX Hong Kong. Jo grew up in multicultural Hong Kong, with a Chinese-Burmese father and Chinese-Indonesian mother. She collaborates with global teams conducting research in Cantonese, Mandarin and English. Jo is passionate about the environment, politi...

Published March 22, 2022 Anthony Elson is an international economist, writer and university lecturer based in Washington, DC. For a number of years, he was a senior staff member of the IMF with responsibilities for organizing and supervising the Fund's macroeconomic surveillance and financial lending operations with countries in the Asia Pacific and Latin American regions. He also served...

Published March 7, 2022 In 2012, Mandar Apte influenced Shell’s CEO to start Shell’s GameChanger social innovation program, which would invest in innovative solutions to sustainability challenges (SDG’s) and create both social impact and business returns. Through the portfolio of investments that he made through this impact investment fund, Mandar showcased how global brands, like Shell, can and m...

Published February 21, 2022 Herald van der Linde is HSBC’s Chief Asia equity strategist, also known as “The Flying Dutchman” given his frequent travels around the region. He and his Indonesian wife are based in Hong Kong and Jakarta. He is trained as an economist and wrote his Master’s thesis in Jakarta, making this city his home. He later worked as a strategist in South Africa and Taiwan before h...

Published February 5, 2022 Laszlo Montgomery is an LA-based businessman. He began studying Chinese at the University of Illinois in 1979. He moved to Hong Kong in 1989, and in the following decade worked at two different China manufacturers of light industrial consumer goods for the US mass market. In both companies he was the sole Westerner, gaining a unique appreciation and understanding of Chin...

Published 23 January, 2021 Andrew Leung is a prominent international and independent China Strategist, a second career after thirty eight years as a top Hong Kong bureaucrat. During his illustrious public service career, he held wide-ranging positions, including Assistant Financial Secretary, Deputy Secretary for Transport, Deputy Director-General of Industry, Director-General of Social Welfare, a...

Published January 9, 2022 Keiko Sydenham is CEO and co-founder at LUCA Ltd., a digital platform for alternative Investments, private equity, real estate, infra and private credit. Prior to founding LUCA, she was a managing director at Blackstone Japan, where she handled investor relations and business development. She has also held management positions at J. P. Morgan Japan (in their alternat...

Published December 26, 2021 Shanghai-based Bryce Whitwam is an adjunct instructor of integrated marketing and communications at New York University. Prior to that he was the China CEO of MRM/ McCann, a leading data science, technology innovation and creatively-driven relationship marketing agency, and before that still, the CEO of Wunderman Greater China. He is a fluent Mandarin speaker and a 25-y...

Published December 12, 2021 Noor Sweid is the founder of Global Ventures, a Dubai-based, growth-stage venture capital firm focusing on investing in emerging markets. Previously, Noor was the Chief Investment Officer at The Dubai Future Foundation, where she spent time developing the technology and innovation ecosystem in Dubai, and a Managing Partner at Leap Ventures, a growth-stage venture capita...

Published November 28, 2021 Dr. Kumudu Gunasekera is a Colombo, Sri Lanka-based management consultant and strategic advisor to private equity firms, public and privately held corporations, and Fortune 100 global organizations. He is currently the Joint Managing Director of Stax Inc (APAC region), a global strategy consulting firm that advices 100+ Private Equity firms and their portfolio companies...

Published November 14, 2021 Dev Roy's career has seen more twists and turns than a whodunnit. It took him from India to the United States in the early 1990s, one of many in that country's brain drain, and from there to London, where he became the head of derivatives trading at Barclays up until 2008. Seeing the writing on the wall for the financial industry, he decided to pack up and return to Ind...

Published October 31, 2021 Robert has had a varied career spanning health and fitness, consultancy, and academia. Currently he works in a regional director role for one of the largest fitness solutions providers in the world. He has a BSc in Sports Science and Management from Brunel University and an MBA from the University of Lincoln. He did his doctoral studies in marketing at a university in Ho...

Published October 17, 2021 As a journalist in the 1990s based in Moscow, Jeff Lilley wrote about the collapse of the Soviet Union and the rise of 15 independent republics. He covered Russia's relations with Asia and reported from three Olympics Games. His first book, China Hands: Nine Decades of Adventure, Espionage and Diplomacy (Public Affairs, 2004) presents a fascinating portrait of an America...

Published October 3, 2021 Valerie Hansen teaches Chinese and world history at Yale, where she is professor of history. She is the author, most recently, of The Year 1000: When Explorers Connected the World and Globalization Began. In the course of writing  The Year 1000 , she traveled to some twenty different countries and was a visiting scholar at Xiamen University in China, University of Bi...

Published 19 September, 2021 Michael C. Horowitz is Director of the Perry World House and Richard Perry Professor at the University of Pennsylvania. He is the author of The Diffusion of Military Power: Causes and Consequences for International Politics (Princeton University Press, 2010) and Why Leaders Fight (Cambridge University Press, 2015). He won the 2017 Karl Deutsch Award given by the Intern...

Published September 6, 2021 Jonathan Medved is a serial entrepreneur and according to the Washington Post (2007) "one of Israel's leading high-tech venture capitalists". In the 2008 NY Times Supplement "Israel at 60," Medved was named one of the top 10 most influential Americans who have impacted Israel. Medved is the founder and CEO of OurCrowd, the leading global equity crowdfunding platform for...