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Global Newsletter & Insights Series
Way back in pre-Covid times all the talk was on Brexit; remember that? At the time, I can’t recollect anyone predicting that Brexit would result in an increase in the number of banks operating in the UK; but it appears that’s what’s happened. I thought I’d look at a few…
China has tested a new missile. Turkey’s currency is set for more volatility. Chile is on high alert. Meanwhile, a civilian-military standoff continues in Pakistan, formal coalition talks will begin in Germany, a constitutional amendment will be put to a vote in Brazil, and a commodity trader has opened talks…
Monica Frassoni, Teneo Senior Advisor, former MEP and Co-President of the European Green Party; Sarah Ladislaw, head of the U.S. program at Rocky Mountain Institute; and Michal Meidan, Director of the China Energy Programme at Oxford Institute for Energy Studies, joined Kevin Kajiwara for a discussion on policy and regulatory…
Our Covid-19 vaccination table includes updated information on the immunization strategies selected EMs are pursuing and the challenges they face. Below are some of the latest developments. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in more detail. Click…
The deepening rule of law dispute between Warsaw and Brussels heightens the risk of further restrictions on Poland’s access to EU funds. Reduced EU funding and rising concerns about Poland’s future membership in the EU could erode voter support for the ruling Law and Justice party in the medium term.
Part 2: Global Shipping Disruption Threatens the Resilience of UK Supply Chains Supply chain resilience is at the top of Board agendas. Soaring shipping costs are eroding margins and delays are hampering revenue and cash generation. Bulky goods retailers and retailers reliant on Christmas trading, together with “just in time”…
The U.S. and China held virtual trade-related talks. Tensions are rising in the relationship between the UK and the EU. Japan’s new PM will dissolve the Diet. Argentina’s finance minister will attend the annual IMF meetings. Meanwhile, candidate registration ended in the Philippines, Austria has a new chancellor, another presidential…
The main takeaway from the 3-4 October local elections is that the outcome will not cause any major problem to Prime Minister Mario Draghi's government. The former ECB chairman, who enjoys approval ratings close to 70%, remains unchallenged. Draghi's main source of strength, in addition to his personal standing and…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News BlackRock announced that it will provide institutional investors like pensions and endowments the chance to vote on proposals themselves starting in 2022. This shift allows these asset owners to…
The implementation of COVID-19 support measures by the Government has materially reduced the risk of merchant insolvency during the periods of lockdowns and restrictions. However, soon these measures will unwind, and it is expected that many merchants will experience financial distress. Acquiring banks will be critical to any merchant restructurings…
The U.S. trade representative will outline Washington's approach to China trade. Fumio Kishida is Japan’s 100th prime minister. Exploratory coalition talks could officially begin in Germany. Meanwhile, candidate registration will end in the Philippines, lower house elections will be held in the Czech Republic, Mexico’s congress will discuss electricity sector…
Part 1: Can Consumer Products Suppliers Navigate the Disruption? Consumer Products Suppliers Under Threat As world economies have started to reopen a number of issues have emerged in the Consumer Products supply sector which are causing significant challenges to businesses. Labour and haulier shortages are creating high profile operational disruption.
