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Global Newsletter & Insights Series
Protests against the zero-Covid policy have emerged in at least ten cities, with some protests broadening to include opposition to "dictatorship" and demands for democracy, free speech, and human rights. The protests are highly unlikely to threaten President Xi Jinping's political status or the Communist Party's grip on power, given…
A slew of global meetings was held in Southeast Asia in November, which saw the return of face-to-face diplomacy after the pandemic put a hold to traditional diplomatic meetings for almost three years. Over 12 days, key global leaders converged in Southeast Asia for the ASEAN Summit, G20 Summit and…
Public protests have spread to multiple Chinese cities. Speculation about debt restructuring continues in Ghana. The European Commission will make a proposal on whether to withhold payments to Hungary. Malaysia’s prime minister will present his cabinet. Meanwhile, Japan’s prime minister continues to face headwinds, NATO foreign ministers will gather in…
The ruling PSOE-Podemos coalition has an incentive to hold together until next year’s legislative elections, even if friction between the two parties likely becomes more intense as polling day approaches. Whether the center-right PP can maintain its momentum in the polls will be contingent on the ability of party leader…
The US defense secretary is likely to meet his Chinese counterpart. Brazil’s president-elect is returning from COP. Two EU meetings will be watched. Meanwhile, Malaysian politics will remain highly uncertain, the incumbent has won the presidential elections in Kazakhstan, pressure is growing for a new constitutional re-write process in Chile,…
With the 2022 midterm elections nearly in the rearview mirror, has the momentum towards ESG shifted, or is the backlash that was growing around ESG still gaining ground? The meteoric rise of ESG over the past several years was predicted to receive pushback at the hands of a Republican Congress.
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News Vanguard Group is planning a trial in 2023 to give retail clients more say over how their shares are voted at corporate meetings. The firm becomes the latest large money…
The financial incentives included in the US Inflation Reduction Act (IRA) approved in August are generating transatlantic frictions, as the EU is concerned about their potentially negative effects on European firms. While the tensions are unlikely to trigger a trade conflict in the short term, the disagreement points to the…
With the fallout of the previous Prime Minister’s ‘mini-budget’ still fresh in the mind, and the cost-of-living crisis continuing to hurt household incomes, today’s Autumn Statement needed to please political pundits and the financial markets alike. Given this economic context, today’s statement by the Chancellor is the most important since…
Policy changes on zero-Covid and housing suggest that the completion of the Party Congress may have eased policy paralysis that prevented aggressive action to revive economic growth. On housing, regulators signaled to banks that property lending is no longer politically incorrect, but it remains unclear how banks will respond to…
Executive Summary Leadership is widely acknowledged as the most important internal determinant of a firm’s performance. This also holds true for Private Equity (PE), where the calibre of portfolio company leadership is cited as the number one reason for deal success1. Whilst it is very difficult to directly quantify the…
This week, Mexico’s electoral reform has mobilized hundreds of thousands of people who oppose what is seen as a regression in electoral transparency and independence. Brazil’s political transition could see ministerial appointments start. In Peru, tensions remain high as President Pedro Castillo awaits the arrival of a regional delegation to…
U.S. President Joe Biden held a three-hour discussion with Chinese President Xi Jinping. A busy week of global diplomacy has begun in the Asia Pacific region. Russia’s grain deal with Ukraine is set to expire. Protest marches continue in Mexico. Elections will be held in Malaysia. Meanwhile, Sri Lanka’s president…
President-elect Luiz Inacio Lula da Silva has been successful at signaling that his government will respect the broad-based coalition of political forces that supported his election. He has appointed VP-elect Geraldo Alckmin, a former presidential contender and centrist politician who migrated from historical PT-nemesis PSDB to the socialists (PSB), to…
