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Global Newsletter & Insights Series
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at India’s trade policy. Meanwhile, China will announce its GDP growth target for the year, EU leaders will discuss plans to “rearm Europe”, and the pause on…
Three years into Russia’s full-scale invasion, Ukraine remains at the forefront of European security. While the country has shown remarkable resilience, shifting battlefield dynamics and uncertainty over U.S. military support have forced European leaders to reassess their defense priorities. Ukraine’s fight is no longer perceived as a distant conflict but…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at Germany’s election result. Meanwhile, Japan’s budget looks set to progress, but South Africa is struggled to get its budget back on track. Elsewhere, China’s live-fire drills…
An unfavorable ceasefire deal would leave Ukraine without robust security guarantees, ease sanctions on Russia and accommodate Moscow’s demands for a new European security framework. Despite limited leverage, Kyiv would not automatically approve a deal that effectively amounts to its surrender. A bad deal would heighten the risk of renewed…
CEOs have spent the past two years reimagining their businesses and creating new growth opportunities enabled by AI. But in 2025, the rise of AI agents and ultra-efficient AI models originating from China signals a need for CEOs to rethink both their AI strategies and their own roles in driving…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at Germany’s upcoming federal election. Meanwhile, the EU considers its response to JD Vance’s Munich speech, Russia and the U.S. have begun high-level discussions over Ukraine, and…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at the possibility that the U.S. could broker a Russia/Ukraine ceasefire. Meanwhile, China’s vice premier will promote AI cooperation in France, Germany’s election race remains tight, and…
On Monday, February 3rd, Canada and Mexico secured a one-month pause on the planned 25% tariff on their exports (10% for Canadian energy), temporarily deescalating trade tensions that spiked after the Trump administration’s announcement on Saturday. Meanwhile, the administration levied 10% additional tariffs on imports from China starting at midnight…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at the rapidly evolving landscape of U.S. trade policy, impacting China, Mexico, Canada, and perhaps South Africa. Meanwhile, Japan’s PM will visit Washington, the UK’s PM will…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at Colombia’s response to Donald Trump's weekend actions. Meanwhile, Trump’s policies are also causing issues across Africa and in Brazil, while the U.S. is working on a…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at political instability in Mozambique. Elsewhere, U.S. President Biden responds to China hacking allegations, Spain’s prime minister addresses the housing crisis, and South Korea’s president continues to…
Happy new year, and welcome to the first 2025 edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at Nicholas Maduro’s re-inauguration as president of Venezuela. Elsewhere, South Korea’s president Yoon Suk-yeol and former Bangladesh prime minister Sheikh Hasina…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at the road ahead for South Korea after President Yoon’s impeachment. Meanwhile, the U.S. and China are renewing a science cooperation deal, the Bank of Japan will…
Foreword: The Global Year Ahead As the dust settles on a momentous U.S. election and the incoming administration takes shape, the geopolitical landscape for 2025 is already coming into focus. Against this backdrop, our team of analysts once again explores the critical global trends and regional hotspots demanding attention in…
