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Global Newsletter & Insights Series
US House Speaker Nancy Pelosi’s potential visit to Taiwan in August is developing into a perfect storm for aggravating US-China bilateral tension. The Biden administration privately opposes Pelosi's visit but must avoid the appearance of pressuring her to cancel, which would create the appearance of bowing to Beijing's intimidation. If…
As the Conservative membership ballot gets underway, Foreign Secretary Liz Truss appears to have a significant lead over Chancellor Rishi Sunak in early polling of party members. The contest takes place against a backdrop of rising energy, food and fuel costs, with the soaring cost of living representing the government’s…
We are facing a period of uncertainty without much comparison to past inflationary eras. Left unmanaged, we anticipate 400-700 basis points in margin risk by 2024 against the record profit in 2021. Navigating the uncertainty ahead requires taking proactive measures to position for strategic growth opportunities. Major corporations provide useful…
Despite Russian missile strikes, Ukraine is preparing for grain exports from its three Black Sea ports. China is warning of the US House Speaker’s potential trip to Taiwan. Ghana’s finance minister will try to assuage public concern about an IMF program. South Africa’s ruling party will hold its national policy…
On 20 July, the European Commission published the ‘Save Gas for a Safe Energy Winter’ plan, a set of recommendations to mitigate the impact of a possible natural gas supply cut-off by Russia. The communication asks for immediate market and non-market-based demand-side measures to free up gas volumes. Moreover, it…
With his government's fate in limbo, Prime Minister Mario Draghi is under growing pressure to stay in office instead of resigning as he tried to do last week after lawmakers from the Five Star Movement (M5S) walked out of the Senate ahead a critical vote on the so-called “Decreto…
EU foreign ministers are discussing new sanctions against Russia. Chinese regulators are calling on banks to support housing developers. Italy's prime minister might confirm his resignation. Sri Lanka’s parliament will elect a new president. The IMF’s next disbursement to Kenya is scheduled to take place today. Meanwhile, Thailand’s parliament will…
Homebuyers in at least 80 cities have halted mortgage payments to protest housing developers' stalled progress on finishing construction of pre-sold apartments. In a worst-case scenario, the issue could trigger systemic financial risk and social instability, given housing's role as a bedrock of the broader financial system. But our base…
Debt restructurings are often delayed or fail due to a lack of adequate preparation and focus on details that may be needed throughout the process. Debt restructuring is a challenging, demanding task which takes up a great deal of senior management’s time (which is better utilized focusing on business issues)…
Russia has halted gas shipments to Germany. Japan’s ruling party strengthened its majority in the wake of Shinzo Abe’s death. The US foreign minister met his Chinese counterpart. Sri Lanka’s president is expected to resign. Meanwhile, the foreign ministers of Australia and China have met, Conservatives in the UK will…
The Digital Services Act (DSA) is getting closer to its final adoption. Strategic planning, proactive engagement in co-regulatory and standardisation processes and a track record of best efforts to comply, can help digital service providers prepare for EU-wide enforcement of new standards applicable to global companies. After more than a…
The comment period for the U.S. SEC’s proposed rule on climate-related disclosure ended on June 20th. Thousands of comments were submitted by companies, investors, trade associations and individuals. To help companies plan for their future climate disclosures and shareholder engagement, we have provided a summary of the six (6) issues…
