What keeps you up at night?

Investors don’t like to spend too much time thinking about Asia’s future beyond the numbers dancing on the Bloomberg screen. Gauging the risks of war, a pandemic or environmental degradation rarely factor into most portfolio managers’ analysis, because they can’t be modelled. But good investors do take time to think about broader issues and try to understand the world they are in. Those free cashflow numbers don’t exist in a vacuum. I’ve written a few pieces about some of the ri…