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Global Newsletter & Insights Series
Russia’s president did not make any major announcements during his Victory Day speech. South Korea will have a new president. Ferdinand Marcos Jr. has likely won the Philippines presidency. Sri Lanka’s prime minster has offered to resign. Meanwhile, John Lee has been endorsed to become Hong Kong’s new chief executive,…
Malaysia has been the first government in the region to substantially increase minimum wage rates in the current inflationary environment and might be followed by Vietnam and Thailand in the second half of the year. The Philippines and Indonesia hope that handouts, subsidies, and price controls can buy them enough…
Anti-corruption authorities have arrested dozens of senior bankers and financial regulators in recent months, following a broad investigation into the financial sector last year. The focus on the financial sector probably reflects President Xi Jinping’s conception of “financial security” as essential to national security; recent financial scandals demonstrate how isolated…
The EU will decide on phasing out oil imports from Russia. Russia has enacted new counter sanctions. General elections will be held in the Philippines. Meanwhile, Australia is halfway through its election campaign, voters will go to the polls in UK local and regional elections, Mexico’s president will embark on…
Is a recession coming? Many experts think it is inevitable. Unlike the last recession in 2008-09, global regulators and governments may struggle to guide the economy to a soft landing. What can CEOs and boards do to combat the myriad challenges thrown by the impending economic downturn? Teneo experts Daniel…
This month president-elect Yoon Seok-youl dispatched a foreign policy delegation to Washington to seek early progress on defense issues and prepare the ground for a summit with President Biden on May 21 in Seoul. A delegation to Tokyo met with Prime Minister Fumio Kishida on 26 April in a significant…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News This proxy season is likely to be one of the most significant for shareholder proposals associated with ESG issues, after the SEC said last November that companies should generally present…
President Jair Bolsonaro has opened a new front of conflict with the Supreme Court (STF). He issued a pardon on 22 April for an allied federal congressman, Daniel Silveira from the right-wing Brazilian Labor Party (PTB) from Rio, who was sentenced by a 10-1 ruling to eight years and nine…
There is no end in sight to Russia’s war in Ukraine, and relations with the West will likely continue to deteriorate. Even if Russia intensifies its offensive in the southeastern Donbas region, it is unlikely to achieve a quick breakthrough and could get involved in a costly war of attrition.
The prospects for de-escalation are slim in Ukraine. Japan will unveil another stimulus package. In France, all eyes are on the legislative elections. Citizens in China’s capital are anticipating a Shanghai-style lockdown. Ferdinand Marcos Jr. remains the favorite in the Philippines presidential election. Meanwhile, South Korea’s incoming president is trying…
The fatality rate for Covid-19 continues to rise in Thailand, but this is unlikely to derail the country’s reopening or affect regional perceptions of the Covid-19 pandemic’s improving trajectory. Both travel and domestic restrictions will likely continue to be maintained or eased even further in the coming weeks in most…
Despite the rejection of President Andres Manuel Lopez Obrador (AMLO)’s electricity market reform, legal and political uncertainty will continue to impair the power sector. The fast-track approval of a lithium nationalization initiative is primarily a political damage limitation exercise, though it will harm the development of a fledging industry for…
