Like financially and politically charged bankruptcies anywhere in the world, the Hanjin Philippines bankruptcy will move through the usual fog of accounting, regulatory, and legal complexities. But it is rare that such a bankruptcy is fraught with the global geo-political implications that underlie the Hanjin Philippines bankruptcy at Subic Bay.
Read MoreDuterte also has a four-month track record as President that is worth looking at before making a complete judgment about investment or other transactions in the Philippines. That track record is much more stable and positive than his rhetoric might suggest.
Read MoreDuterte’s sharp criticisms of the US have piqued concerns in Washington. But the trajectory for the Philippines is not nearly as concerning as Duterte’s unsettling rhetoric might suggest. And Duterte’s “pivot” toward China is neither radical nor surprising.
Read MoreWhere Donald Trump built his public image and practiced these behaviors in the highly synthetic, controlled and contrived world of Reality TV, Rodrigo Duterte has a real life track record and point of view that offer investors, businessmen and governments key insights into what to expect from a Duterte led Philippines.
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