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Global Newsletter & Insights Series
The current flurry of cabinet resignations puts Prime Minister Theresa May under heavy pressure. However, in the (increasingly probable) event of a Tory-internal confidence vote, she remains likely to narrowly manage to stay on. The backlash against the Brexit deal was to be expected. The UK debate remains entirely disconnected…
Chancellor Angela Merkel’s decision not to run again for the leadership of her Christian Democratic Union (CDU) has further fuelled speculation about the end of her chancellorship. As discussed, Merkel’s retreat from the helm of her party is intended to preserve her top job in government until 2021. Whether she…
As expected, the far-right candidate of the Social Liberal Party (PSL), former army captain Jair Bolsonaro won the presidential elections on 28 October. Bolsonaro won 55.13% of the valid votes over 44.87% of his leftist opponent from the Workers’ Party (PT) Fernando Haddad. His ten-percentage point victory was convincing, but…
The European Commission (EC) has on 23 October asked Italy to revise and resubmit its draft budgetary plan (DBP). The EC had already identified serious non-compliance with Italy’s budgetary obligations, making today’s request to revise the DBP almost inevitable. Now that the relevant letter has been sent, Rome will have…
Another round of import curbs, this time to prevent the fallout of the U.S.-China trade war on the Indian economy, is on the cards. The administration of Prime Minister Narendra Modi could impose a new series of restrictions as early as October-end, as the government struggles to defend the rupee…
There will be a second round pitting the far-rightist Jair Bolsonaro from the Social Liberal Party (PSL) and the leftist Fernando Haddad from the Workers’ Party (PT), as we previously forecast in publications from 4, 5, and 7 October. Bolsonaro came close to reaching the 50% threshold for a first-round victory…
The urgency of attending to the victims from the earthquake and tsunami that hit the island region of Sulawesi will likely be the administration’s focus over the next few weeks, to avoid any political fallout as election season starts. Necessities – food, water, fuel and medicine – are in short…
I have been interested in this topic for a while and after the response to my previous article The New Corporate Affairs Leader, my interest was further sparked in the skills that CEO’s were seeking in other jurisdictions. I reached out to my colleagues and peers who…
A delegation of Japanese bureaucrats and business leaders visited Beijing on Tuesday, 25 September for the first meeting of a Japan-China public-private committee to develop joint initiatives for infrastructure investments in “third countries.” The meeting was the result of extensive discussions between Tokyo and Beijing regarding the possible conditions for…
The Changing Dynamics In a move that could have a far-reaching impact on companies, the U.S. Securities and Exchange Commission recently announced that it has withdrawn two guidance letters relating to how investors use proxy advisors. These withdrawals by the SEC, along with its stated rationale for the withdrawals…
The most likely run-off scenario pits the far-right candidate Jair Bolsonaro (PSL) against Fernando Haddad, heir to former President Luiz Inacio Lula da Silva of the leftist Workers’ Party (PT) . Odds in fact have increased in favor of such an outcome after Haddad became the official PT on 11…
Mayoral and regional elections on 9 September were accompanied by public protests over the unpopular pension reform. The ruling United Russia party lost some voter support but still won most key electoral races. Looking ahead, the Kremlin may propose additional measures to appease the protesters to avoid…
