Risk · Innovation · Culture
Risk.
Uncertainty, governance, valuation, the long horizon.
WorldviewEssayAll Life Is Problem Solving ›
Karl Popper’s idea, and why it became my creed.
Risk · Innovation · Culture
ProblemsDec 2, 202544 Barbwires of Enterprise Risk Management ›
15 years on, I’m still asking why quantitative ERM struggles to catch on in emerging markets like Malaysia — when capable executives still choose coloured heat maps over a 370-year-old science of uncertainty. The irony? The base tool for the upcoming IFRS S2 climate reporting is exactly that — ERM modelling. Now companies must quantify (or explain why they can’t) how climate-related risks and opportunities affect future financial prospects. Can ERM — in its current state — really handle...
Risk
SolvingDec 2, 2025Quantitative ERM 101 ›
Why bother with Quantitative ERM — and why now? Because emerging disclosure standards require us to show, in numbers, how our business holds up under structural shifts in policy, markets and technology. Qualitative labels can’t express magnitude, likelihood or impact — which means we can’t demonstrate resilience in our future prospects or sustainability. With IFRS S2 now in force across regional exchanges, ‘prospects’ are defined in hard terms: future cashflows, cost of capital and...
Risk
SolvingApr 23, 2019A Simple Way to Understand Risk Management ›
Forget about textbooks, standards, and jargon. If you can grasp this, you’re ready to manage risks. The Elements of Risk Politics — Mass...
Risk
ProblemsRisks nobody can measure ›
“Corporations cannot act on risks they cannot measure.”
Risk
ProblemsBeing writtenIFRS S2, Quantified: From Climate Resilience Checklists to Enterprise Value Modelling
Risk
- ProblemsBeing written
IFRS S2 — Why It’s a Game-Changer for Both Sustainability & Enterprise Risk Management
Risk
- ProblemsBeing written
The Coming Split in Global Sustainability Disclosure: A Two-Bloc World
Risk · Culture
- SolvingMethod
MH-RAEV: climate-adjusted enterprise valuation ›
“A Climate-Adjusted Enterprise Valuation framework that operationalises IFRS S2 in the language boards and CFOs actually trust — the potential erosion of enterprise value under real long-horizon scenarios.”
Risk
- SolvingBeing written
The Risk–Innovation–Culture framework
Risk · Innovation · Culture
- ProjectsNow
Multi-horizon Climate-adjusted Enterprise Valuation
What a 2°C or 3°C regime shift does to a company’s valuation over 25 years, in the language boards and CFOs trust.
Risk
- Projects2009–2011
ERMA
Malaysia’s first serious attempt at an AI-oriented enterprise risk platform, deployed for a Sarawak state water utility.
Risk · Innovation
- Worldview1992 – now
Chronicles ›
Thirty-five years of building, period by period.
Risk · Innovation · Culture
- WorldviewFebruary 2026
My Manifesto ›
“I am trying to build the infrastructure for a world that does not yet know what it is walking into.”
Risk · Innovation · Culture