Geopolitical Scenario Planning and the Board

This piece reframes board oversight from asking 'what are the risks' to 'which scenario are we positioned for, and is that still the right bet.' It argues only boards can set risk appetite, return requirements and time horizons, recommending a disciplined quarterly 30-minute cadence that stress-tests strategy across multiple scenarios rather than a single forecast. For SEA mid-market boards navigating trade and supply-chain volatility, it offers a concrete governance rhythm for surfacing trade-offs.