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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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Price, Pressure, and the Classroom: Why the China-Russia Entente Endures

China–Russia stick together because discounted energy and sanctions pressure align their interests Despite mistrust, flows of oil, gas, and parts—often via North Korea—keep the bond tight Education s…

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Wires Before Watts: What Spain's Blackout Teaches Schools About Energy Security

Spain’s blackout showed solar alone doesn’t keep schools on Campuses need batteries, islanding inverters, and wiring upgrades Shift policy from price relief to resilience built in schools In 2024, Sp…

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When Tariffs Teach: Why Diversification Is Now an Education Policy Problem

Tariff shocks don’t halt trade—they reroute it, reshaping supply chains Those shifts hit education budgets, curricula, and partnerships, demanding “diversification-ready” systems Train for regulatory…

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