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Global Newsletter & Insights Series
New Prime Minister Liz Truss finds herself at the helm of a country facing a historically difficult moment. Though the focus has naturally been on the monarchy in recent days, the PM last week presented a package of measures with far-reaching implications for the UK economy and politics more broadly.
Self-proclaimed republics in Eastern Ukraine will hold fake referenda. The US president appears to be signaling a shift away from “strategic ambiguity” vis-à-vis China. Voters are going to the polls in Italy. Cabinet announcements in Kenya may be delayed further. Meanwhile, the leaders of South Korea and Japan are considering…
On August 25, 2022, the Securities and Exchange Commission adopted final rules on company pay for performance disclosure required under the 2010 Dodd-Frank Act. To help companies prepare for 2023 proxy statements and annual shareholder meetings, we summarize below the key elements of the final rules, how key stakeholders (activists,…
Ukraine’s successful counterattack has increased expectations of further Western support. The leaders of Russia and China might meet this week. Windfall taxes and utility bailouts are the least contested EU proposals to counter the energy crisis. Kenya’s new president will be sworn in. Meanwhile, duties on India’s rice exports will…
Culture has always been a key driver of business performance. Recent studies show that companies listed among the best places to work – based on their corporate culture – deliver 20% higher returns to shareholders than comparable companies over a five-year period. While CEOs have long…
The heavily industrialized, trade-dependent, and energy-intensive economies in Central and Eastern Europe (CEE) are particularly vulnerable to high energy prices, and economic slowdown in Western Europe. A total shutoff of Russian gas flows to Europe would likely lead to highly disruptive gas shortages in countries like Hungary or Serbia. The…
President Jair Bolsonaro had been urging his supporters to attend the celebration of Brazil’s bicentennial Independence Day on 7 September, for a few months In doing so, his interest was clearly electoral, not civic. He aimed to fire up his base – which attended in significant numbers. Bolsonaro’s focus was…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News On August 25, the Securities and Exchange Commission adopted new amendments that will require public companies to disclose more information on the relationship between executive compensation and financial performance.
Japan is strongly invested in maintaining peace and stability on the Taiwan Strait, given how vital both mainland China and Taiwan are to Japan's economic interests. Japan would have a strong incentive to stay in step with the G7 in the case of heightened tensions, and despite some ambiguity, would…
A new wave of Covid-19 lockdowns will further damage household consumption, but recent adjustments to "dynamic zero" will minimize the impact on manufacturing supply chains. Contrary to earlier forecasts, it now appears increasingly doubtful that authorities will move immediately to exit from zero-Covid following the 20th Party Congress in October.
EU energy ministers will likely move further towards an electricity price cap. Elections will be held on various sub-national levels in Russia. New lockdowns will deal a fresh blow to Chinese household consumption. Kenya’s supreme court has rejected the appeal against the presidential election results. Nigeria will not go ahead…
Details about Ukraine's counteroffensive in the Kherson region remain sparse due to Kyiv's request for operational silence. However, the success/failure of the military operation might have profound political and military implications for both sides and shape the trajectory of the war. A series of Ukrainian strikes on the bridges over…
