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Global Newsletter & Insights Series
After the verdict against far-right figurehead Marine Le Pen, one signpost to watch is the likely appeal procedure. However, unlike the four-year prison sentence, the five-year ban from running for office applies immediately, even while any appeal is ongoing. This does not only badly undermine Le Pen’s chances of running…
As the Trump Administration prepares to announce its next round of tariffs this week, we are monitoring the following: The next sweeping wave of tariffs is set to go into effect on April 2, but significant uncertainty remains over their size, scope and targets. Trump plans to unveil the new…
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 a crucial week for politics in South Korea. Meanwhile, further Russia-Ukraine peace talks will take place in Saudi Arabia, leaders of Europe will host Ukraine’s President…
This past week has seen the most significant resumption in fighting in the Middle East since the Gaza ceasefire was implemented two months ago. U.S. and Israeli attacks on Hamas and the Houthis seek to erode lingering vestiges of Iranian influence in the region, further handicapping remaining Hamas leadership in…
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 G7’s strong statement on China. Meanwhile, Germany is voting on a major new infrastructure and green transition fund, the EU is taking steps towards increasing…
The European Commission's new Clean Industrial Deal aims to revitalise the EU's industrial base and address the continent's slow economic growth in response to global competition. As Europe grapples with high energy prices and deindustrialisation risks, the need for the new industrial strategy to unlock investments in clean energy and…
Dry powder held by Middle Eastern investors has been steadily increasing over the years, reaching a peak in Jan 2025. In addition, there has been a broader increase in allocation of capital to the region, with inbound FDI increasing and a significant net positive FDI balance for the first…
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 U.S.-Ukraine talks in Saudi Arabia. Elsewhere, China announces new tariffs on Canada, Mexico is celebrating a temporary reprieve of U.S. tariffs, and a decision is…
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…
