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Global Newsletter & Insights Series
There is no end in sight to Russia’s war in Ukraine, and relations with the West will likely continue to deteriorate. Even if Russia intensifies its offensive in the southeastern Donbas region, it is unlikely to achieve a quick breakthrough and could get involved in a costly war of attrition.
The prospects for de-escalation are slim in Ukraine. Japan will unveil another stimulus package. In France, all eyes are on the legislative elections. Citizens in China’s capital are anticipating a Shanghai-style lockdown. Ferdinand Marcos Jr. remains the favorite in the Philippines presidential election. Meanwhile, South Korea’s incoming president is trying…
The fatality rate for Covid-19 continues to rise in Thailand, but this is unlikely to derail the country’s reopening or affect regional perceptions of the Covid-19 pandemic’s improving trajectory. Both travel and domestic restrictions will likely continue to be maintained or eased even further in the coming weeks in most…
Despite the rejection of President Andres Manuel Lopez Obrador (AMLO)’s electricity market reform, legal and political uncertainty will continue to impair the power sector. The fast-track approval of a lithium nationalization initiative is primarily a political damage limitation exercise, though it will harm the development of a fledging industry for…
Chancellor Olaf Scholz is under growing pressure from within his coalition and beyond on Berlin’s positioning towards the ongoing war in Ukraine. Sanctions and arms supplies are the two immediate topics of contestation, and moral outrage will continue pressuring Berlin towards a tougher stance over time. The longer-term question also…
Welcome to Teneo's UK ESG Insights. Each fortnight, we’ll help you to cut through the noise around ESG by exploring some key market developments and the implications for companies. FCA Releases New Diversity Reporting Requirements Yesterday, the Financial Conduct Authority (FCA) published new rules for listed companies, making it…
Russia’s war on Ukraine is entering a new phase. Voters in France will go to the polls in the second round of the presidential election. Manufacturers in the Chinese city of Shanghai are beginning to reopen after the lockdown. Meanwhile, the British PM will visit India, parliamentary elections will be…
From Russia’s invasion of Ukraine and seismic shifts in the world of energy to increasing inflation and the risk of a global recession, businesses are navigating an unprecedented minefield of volatile and interconnected geopolitical threats. Steven Rattner, Chairman and CEO of Willet Advisors LLC, Economic Analyst on MSNBC’s Morning Joe, contributing…
The date for Australia’s 2022 federal election has been set and voters will be heading to the polls on 21 May. The Government now enters caretaker mode, during which it will avoid major decisions or activities. Over a long 40-day campaign period, the majority of the Members of Parliament and…
On 12 April, a group of deputies from the ruling United Russia party submitted for parliament’s consideration a draft bill on the external administration of foreign-owned companies that have left or suspended operations in Russia after the start of the so-called “special military operation” on 24 February. The bill is…
European leaders are debating how to disrupt Russian oil flows to the bloc but reaching consensus on the correct approach is proving to be a challenge. Disruptions to Russian oil supply will be difficult and costly for Europe to replace and raise prospects for Russian retaliation. Any of the responses…
Russia’s military offensive in Ukraine will intensify. Incumbent Emmanuel Macron will face far-right candidate Marine Le Pen in the second round of the French presidential election. Shanghai’s lockdown continues under China’s “dynamic zero” Covid-19 policy. A new prime minister will be sworn in in Pakistan. Meanwhile, Australia’s federal election has…
