People Who Navigate Uncertainty

We're not your typical financial analysts sitting in ivory towers. Our team has spent years in the trenches of emerging markets, learning how political shifts and regional tensions actually move money. Vietnam's complex relationship with global trade taught us more than any textbook ever could.

Built on Ground-Level Experience

Back in 2019, when most traders were ignoring Southeast Asian currency movements, our co-founder was watching Vietnamese exporters scramble as tariff threats escalated. That experience stuck with us.

We realized something important—geopolitical risk isn't about predicting the future. It's about understanding how different players react when things get messy. And things always get messy.

Our approach comes from real situations where we had to make calls with incomplete information. That's what trading actually looks like when regional policies shift overnight.

Financial analysis workspace with global market data and regional trade reports

How We Actually Work

Regional Focus

We spend more time reading regional news sources than Western financial media. Local perspectives often reveal tensions before they hit Bloomberg terminals.

Pattern Recognition

Political posturing follows patterns. Once you've seen how supply chain negotiations break down a few times, you start recognizing the signals earlier.

Adaptive Strategy

Markets change faster than textbooks. We adjust our frameworks based on what's working right now, not what worked in 2015.

The Core Team

Portrait of Antti Virtanen, Senior Risk Analyst

Antti Virtanen

Senior Risk Analyst

Spent five years tracking currency movements across ASEAN markets. Started his career analyzing Finnish export dependencies during EU trade disputes, which gave him an eye for how smaller economies navigate between larger powers.

Portrait of Dorian Mercier, Chief Market Strategist

Dorian Mercier

Chief Market Strategist

Built risk models for agricultural commodity traders during the 2022 Ukraine crisis. His background in supply chain logistics helps him spot when political rhetoric might actually disrupt real goods movement.

Real Situation

When Theory Meets Reality

In early 2024, a manufacturing client asked us about relocating production from China to Vietnam. Standard analysis would focus on labor costs and tax incentives.

But we noticed something else—Vietnam's diplomatic balancing act between China and the US was getting trickier. New regulations were appearing that could complicate certain supply chains within months.

We didn't have a crystal ball. What we had was context from watching similar situations play out in Thailand and Malaysia over the previous three years.

The client delayed their timeline by six months and adjusted their supplier network. When policy changes did hit that sector in late 2024, they had flexibility other companies didn't have.

Strategic planning session with regional trade maps and risk assessment charts

Let's Talk About Your Situation

If you're dealing with cross-border trading decisions or trying to understand how regional tensions might affect your positions, we should talk. We don't have magic formulas, but we've probably seen something similar before.

Our next workshop series starts in September 2025, but we're happy to discuss specific situations anytime.

Get In Touch