PUKKAPERSPECTIVES
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Articles

Essays on the AI–human interface, business excellence, geopolitics, investing and APAC advisory.

Series

A global fuel challenge1 articleAgent Maestro1 articleGlobal Hazard Monitor1 articleThe El Nino Collaterals5 articlesThe Intelligence Stack6 articles
Geopolitics
APAC Advisory

Red Sea Shipping Crisis | Pukka Solutions

The Red Sea isn't closed. It's contested. Houthis seized Perim Island on 11 Sept — the island that splits the Bab el-Mandeb into two navigable channels. Same week: Maersk & Hapag-Lloyd announced more Suez returns. The strait is now commercially attractive AND physically controlled by the same group that has been attacking it. That's the supply chain planning problem for the rest of 2026. New piece on Pukka Perspectives — what this means and what to do now.

September 16, 2026

Geopolitics
Investing
APAC Advisory

Tariffs, Trade Wars & the Map That Tells the Real Story | Pukka Solutions

The map looks simple. Canada supplies 23 US states. Read it as a tariff risk ranking and you'll get it mostly wrong. Risk isn't determined by who you import from — it's determined by what you import, and which of seven overlapping tariff instruments applies. This brief unpacks that distinction. Short, evidence-based, written from Singapore with 23 years of APAC supply chain experience behind it. — Benson Kong, Pukka Solutions

September 1, 2026