Strategy Risks

Navigating uncertainty and risk management through data products and business intelligence. Founded by @isaacstonefish.

[Strategy Risks @StrategyRisks]

Missouri State University trained more than 1,500 Chinese government and state-owned enterprise personnel through its MBA programs. Some graduates later held senior roles in China's defense industry. 🧵

[Michael Sobolik @michaelsobolik]

Yet another important report from @StrategyRisks — this one about how @MissouriState reportedly used taxpayer $$ to credential CCP officials in state-owned enterprises, including those designated as national security threats (AVIC) and engaged in human rights violations (iFLYTEK)

Expect this report to start another round of conversations in DC about the nature of higher education cooperation with China…

[Strategy Risks @StrategyRisks]

Read the full report here: https://t.co/1XnN7b9eEr

[Strategy Risks @StrategyRisks]

Missouri State University trained more than 1,500 Chinese government and state-owned enterprise personnel through its MBA programs. Some graduates later held senior roles in China's defense industry. 🧵

[Strategy Risks @StrategyRisks]

The report also examines admissions practices, institutional relationships, and whether tens of millions of dollars in taxpayer support may have helped fund the program.

[Strategy Risks @StrategyRisks]

Strategy Risks is hiring! We’re looking for a research director to oversee and grow our research team and our research products.
Someone dynamic and curious, with deep expertise in geopolitics and global risk, and China.
https://t.co/MIJXfZSaec

[Strategy Risks @StrategyRisks]

Wilson, the official NFL partner and the maker of the football used in the Super Bowl, is a Chinese company.
In 1989, Wilson sold to the Finnish conglomerate Amer Sports. In 2018, Anta — the Chinese sporting giant whose owner has ties to Xi Jinping — purchased Amer.

[Evan Swarztrauber @SayreEvan]

.@IsaacStoneFish on the risks facing firms like Apple and Microsoft with high China exposure in the event that China invades Taiwan. https://t.co/AB4F1elQsx

[Strategy Risks @StrategyRisks]

Western institutions lend credibility, knowledge, and resources to China's surveillance apparatus.
Without safeguards—human rights due diligence, disclosure requirements, limits on sanctioned partnerships—publicly funded research will continue supporting systems of repression.

[Strategy Risks @StrategyRisks]

Today, Strategy Risks is releasing Shared Labs, Shared Harm -- a report on how MIT, Stanford, Harvard, Oxford, and 20+ other Western universities used U.S. and U.K. government funding to become embedded in China's AI surveillance apparatus.

[Strategy Risks @StrategyRisks]

This isn't about blocking all China research. It's about recognizing structural reality:
You're not in a neutral academic space when you partner with labs embedded in authoritarian surveillance infrastructure. You're enabling repression.

[Strategy Risks @StrategyRisks]

Wait till you hear about the AI collabs with China...We have a big report coming out Monday.

[The Stanford Review @StanfordReview]

INVESTIGATION: Chair of Stanford Earth Sciences Collaborates with China's Nuclear Program​​

Stanford’s Earth Sciences Chair has co-authored over 50 publications with HPSTAR, which officials describe as an “alias” for China's nuclear weapons program. 1/8

[Strategy Risks @StrategyRisks]

Excited to announce that we found a key correlation between China exposure and stock movement following Trump's Friday tariff threat. Why? China exposure isn't just revenue and supply chains, but also political exposure. Email [email protected] for a note on the subject.

[Strategy Risks @StrategyRisks]

Publishing something important tomorrow on US companies, US tariffs, and China exposure.