A boutique research lab · London

Small team. Sharp focus on the US, Japan, Taiwan and China.

Northriver Asia Policy Lab (NAPL) is a boutique research and advisory firm based in London. We produce concise policy briefs and tailored geopolitical risk assessments for a small number of public and private clients.

1
London office
4
Resident analysts
8
Long-term clients
30+
Briefs & memos / year
What we do

Three lines of work.

We deliberately keep the Lab small so we can go deep on a handful of questions that matter most to our clients.

01

Regional Politics & Diplomacy

Tracking US–China dynamics and their spill-over into European and Asia-Pacific policy; Japan's evolving posture toward China and Taiwan.

02

Geo-economics & Supply Chains

US–Japan 'de-risking' toward China; TSMC and allied semiconductor policy; the dollar, yen and renminbi in regional trade and finance.

03

Risk Advisory & Briefings

Bespoke China and Taiwan policy risk memos and quarterly East Asia assessments for a small number of European corporate and investor clients.

A London base, a Pacific gaze

From Bloomsbury to the Western Pacific.

Working from a single office in Bloomsbury, we combine on-the-ground reporting trips, a curated network of regional experts, and a proprietary open-source database to help European clients read East Asia clearly.

HQ
London
Focus
US · JP · TW · CN
Model
Boutique
Asia-Pacific connectivity map
Recent Output

From the desk.

All work →
Client Memo · Nov 2026

Export Controls 2.0: What the Next US–Japan Semiconductor Package Means for European OEMs

R. Ziemann

Policy Note

Taiwan Through 2028: Deterrence, Ambiguity and the Silicon Shield

NAPL Research

Quarterly Assessment

East Asia Q4 2026: Taiwan Strait, Japan–ROK and Peninsula Risk

NAPL Research