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SIAI Research Memos

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When the Buffer Runs Thin: Vietnam’s Public-Sector Ceiling and the Quiet Shift of Korean Capital

Vietnam’s public sector still drives too much of the economy, squeezing buffers and deterring investors Korean firms are diversifying as energy shortages, tariff shocks, and policy delays raise risk …

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From Cheaper Capital to Smarter Risk: Capital Market Integration Sparks Europe’s Quality Revolution

Europe must shift from cheap capital to quality allocation Skilled investors channeling funds to R&D lift productivity and GDP far more than lower spreads Deliver it with a safe asset, harmonised

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The Debt China Won't Name—and Why It Lands in the Classroom

Local debt collapse and deflation push silent austerity into schools Beijing can prevent a bank crisis, not classroom payroll pain Protect operating budgets, ease family costs, and retool TVET The nu…

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Classrooms in the Crossfire: Education Policy in an Age of Oil Diplomacy

Oil diplomacy now shapes school budgets, student mobility, and campus operations Japan’s hedging between U.S.–Israel ties and Arab energy suppliers previews the new normal Education leaders should ha…

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The Case for “Designed Stress”: Why Later, Flexible Retirement Can Add Years to Life

Eustress—purposeful, controllable challenge—appears to extend healthspan Evidence from royal lifespans and modern biology suggests agency under load, not early exit, supports longevity Replace hard r…

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From Imperial Leagues to Learning Levers: How China's Alliance Logic Will Reshape Global Education

China’s R&D surge and alliance politics are reshaping global education Export controls and demographics redirect students and research Universities must hedge, manage openness, and diversify Here

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