Try the Daily Briefing
Try the Daily Briefing for your country of choice for two weeks--free of charge and with no obligation.
Have a service or subscription question? We'd be happy to hear from you.
Intelligence for Better Decision Making
Erudite Risk takes an all risks approach to intelligence reporting. We categorize key intelligence into one of 40 different risk intelligence categories.
The goal is to provide intelligence that allows decision makers to avoid being blindsided by what they may have missed, while informing them to make better decisions as well.
Erudite Risk also includes operations categories so you can monitor the environment for better decision making. Everything is tied together--what happens in risk affects operations and what happens in the market impacts risk profiles.
We categorize key intelligence into one of 30 different operations intelligence categories.
Different roles and functions within the organization can monitor different key issue areas. HR may monitor employment, wages, regulations, labor and management relations, etc., while P&L leaders may monitor overall developing trends.
North may possess more than 400 nuclear weapons by 2040: Analyst
Joongang Ilbo | English | News | Nov. 28, 2025 | North Korea
North Korea currently possesses an estimated 150 nuclear weapons, including between 115 and 131 uranium-based weapons and 15 to 19 plutonium bombs. This figure is significantly higher than international estimates of around 50 weapons. An analyst from the Korea Institute for Defense Analyses (KIDA), Lee Sang-kyu, projects that North Korea’s nuclear arsenal could expand to about 243 weapons by 2030 and may exceed 400 by 2040 as the country strengthens its nuclear material production capabilities.
North Korean leader Kim Jong-un has emphasized an exponential increase in the nuclear arsenal since a 2022 party meeting, reaffirming the policy in 2024 as part of efforts to deter threats. North Korea is also developing advanced weapons systems including nuclear-powered submarines. The country is constructing a 5,000 to 6,000-ton nuclear submarine and aims to develop a small reactor to power it, though this could take over a decade. There is speculation that Russia might provide technological assistance or key materials for the submarine project.
Kim Jong-un’s visit to a shipyard in March 2025 marked North Korea’s first official public confirmation of building a nuclear-powered submarine, signaling an expansion of its maritime defense capabilities. These efforts are part of broader strategic advancements alongside other sophisticated weapons such as spy satellites and solid-fuel intercontinental ballistic missiles.
Ruling party submits US investment bill, locking in retroactive auto tariff cut
Korea Herald | English | News | Nov. 28, 2025 | Regulation
South Korea’s ruling Democratic Party has introduced a special bill to implement a $350 billion US investment pledge, aiming to secure a retroactive tariff cut on Korean automobiles and parts from 25 percent to 15 percent starting November 1. The bill, titled “Special Act on Managing Korea-US Strategic Investments,” was submitted to the National Assembly less than two weeks after a joint fact sheet and a memorandum of understanding were signed between South Korea and the US. The legislation establishes frameworks and procedures for strategic investments, including the creation of a Korea-US strategic investment fund and a temporary corporation to manage it.
The bill requires that investments stay within an annual remittance cap of $20 billion out of the $200 billion pledged for US strategic sectors, ensures projects recommended by the US are “commercially reasonable,” and encourages priority for Korean vendors and personnel where possible. The legislation covers both the $200 billion in US strategic sector investments and a $150 billion commitment to the US shipbuilding industry. South Korean economic officials have emphasized the strategic importance of the investment for the country’s future growth and global economic positioning, while the Ministry of Economy and Finance noted the bill eases uncertainty for Korean exporters.
Opposition lawmakers from the People Power Party have criticized the bill for its structural flaws, warning it could place a financial burden on taxpayers due to a provision requiring the government to cover any investment losses. They also challenged the vague standard of “commercially reasonable,” defined by the US Investment Committee’s good faith, and expressed concern over weakened requirements for Korean project management. The opposition is calling for full National Assembly ratification of the US investment plan, citing constitutional provisions requiring legislative consent for treaties imposing significant financial obligations. The ruling party, however, is pushing forward without a set timetable for deliberation, hoping for bipartisan cooperation to pass a more comprehensive bill.
Experts remain divided on whether the US investment arrangement requires legislative ratification. Some argue that ratification could limit South Korea’s negotiating flexibility and that the National Assembly’s role should focus on oversight rather than a binding approval process. The Lee administration has warned that ratifying the memorandum could tie South Korea to unfavorable clauses, such as the revenue-sharing formula with the US, potentially undermining the country’s interests.
최소 34명 사망·2.7만명 대피…태국·말레이 홍수로 몸살
At least 34 Dead, 27,000 Evacuated… Thailand and Malaysia Struggle with Floods
Maekyung | Local Language | News | Nov. 28, 2025 | Extreme Weather Events
Floods in southern Thailand and Malaysia have resulted in at least 34 deaths and the evacuation of over 27,000 people. In Thailand, 33 fatalities occurred across seven southern provinces due to drowning and electrocution following heavy rains that started at the end of the previous week. Rescue operations are underway using boats, jet skis, military trucks, aircraft carriers, and helicopters to assist stranded residents and tourists. A state of emergency has been declared in Songkhla province, where feeding centers are providing up to 20,000 food boxes daily.
In Malaysia, significant flooding has affected eight states, with one death reported in Kelantan. More than 27,000 people have been relocated to temporary shelters as the Malaysian Meteorological Department forecasts continued rain and thunderstorms in the northern states of Perlis, Kedah, Penang, and Perak. The Malaysian Foreign Ministry is closely monitoring the situation, especially as thousands of Malaysian tourists remain stranded in southern Thailand.
Rainy seasons in both countries contribute to these annual flood risks: Thailand's monsoon season peaks from June to September, while Malaysia's northeast monsoon brings heavy rains from November to March. Scientists warn that such extreme weather events are becoming more frequent and unpredictable due to climate change.
Try the Daily Briefing for your country of choice for two weeks--free of charge and with no obligation.
Have a service or subscription question? We'd be happy to hear from you.
info@eruditerisk.com
The Daily Briefing is delivered Monday through Thursday via email.
Each day's reports include a combination of:
Takes
Takes are our deep dives into a topic of enduring interest or concern. Takes include copious references to all the media resources we gathered to build them.
Developments
Developments are key issues and incidents being heavily reported on in country. These are the centers of local thought gravity around which everything else revolves.
Risk Media
Summaries and analysis of the most important risk issues reported on in media, arranged by risk category. Learn about risk trends and issues while they are developing--before they blow up.
Ops Media
Summaries and analysis of the most important operational issues reported on in media, arranged by operations category. See what's changing in your market, and what's not.
Government Releases
Government press and data releases on key economic data, regulation, law, intiatives, incidents. Straight from the government's press to your eyes in less than a day.
Embassy and Business Association Releases
Statements and news releases from foreign embassies and business/industry associations, including chambers of commerce.
The Daily Briefing can run 50-100 pages each day!
Luckily, Erudite Risk tailors every report specifically to you.
Content Filtering
We try hard to ensure that every piece of information included in each day's reports will be of interest to our readers.
To fulfill our goal of comprehensively monitoring the intelligence landscape and also keeping reports readable, we build big reports--then deliver only the information that applies to you.
Each Daily Briefing is a bespoke report matched to your concerns. Tell us what you want in it, or we can match it to your professional needs. It's that easy.