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LATAM Pulse 5.30.23

This week, expect political noise in Mexico as President Andres Manuel Lopez Obrador (AMLO) looks to wrest two states from opposition control ahead of the 2024 elections, with the opposition likely hoping for a damage limitation exercise. Brazil’s Luiz Inacio Lula da Silva is hosting what has been described as…

May 30, 2023
By Nicholas Watson & Mario Marconini
Panorama,View,From,Riga,Cathedral,On,Old,Town,Of,Riga,Weekly Political Compass 12.12.22 Covid-19 is sweeping through China. South Africa’s parliament will debate the Phala Phala report. Peru’s newly installed president is aiming at bringing forward elections. Corruption allegations have rocked the European Parliament. Meanwhile, Japan may decide how to pay for greater defense spending, a no-confidence vote will be held in Slovakia,… December 12, 2022
Huangpu,River,And,Shanghai,Skyline,At,Dusk,,chinaChina: Zero-Covid is Over, Policy Focus Shifts to Growth The speed of China's exit from zero-Covid is surpassing even the optimistic expectations reflected in last week's note. The readout from the Politburo meeting on 7 December omits any reference to dynamic zero, signaling that the Communist Party leadership has abandoned it. A day later, the National… December 8, 2022
Washington,,Dc,,Usa,-,June,25,,2022:,The,Logo,Of(Claw) Back to the Future: Implications of the SEC’s Final Executive Compensation Recovery Rule On October 28th 2022, the SEC adopted the final compensation-related rule of the Dodd Frank Act, requiring companies to recoup compensation that was previously awarded to certain executives based on false information. Whereas companies were able to implement other Dodd-Frank compensation-related rules without fundamentally changing their pay plans (such as… December 8, 2022
Skyline,Of,Tunis,At,Dawn.,The,Mosque,Is,A,LandmarkEmerging Markets: 2023 Elections, Political Risk & Reform Outlook Our Emerging Markets (EMs) outlook table  summarizes the impact of elections in EMs in 2023. Markets are ordered in accordance with the electoral calendar. Risk ratings are relative to each country, and not comparative across all countries listed. The table is intended as a summary, not to replace our deeper… December 8, 2022
President,Of,The,Management,Board,Presents,Past,Year,Company,PerformanceBe Careful What You Wish For: Four Potential Consequences of “Pass-Through” Voting for Companies Earlier this year, Republican Senators introduced the “INDEX” Act that would require passively managed funds to vote proxies in accordance with the instructions from their clients. The proposed bill followed the announcement of BlackRock’s “Voting Choice” initiative that provides clients the option to vote proxies themselves. Vanguard and SSGA have… December 5, 2022
Aerial,View,Of,Oil,Tanker,Ship,Loading,In,Port,,OilMacro/Energy: Oil Market Interference Stoking Geopolitical and Trade Tensions Mixed signals across oil markets have created a very unstable landscape. Geopolitical tensions will underpin current volatility leaving little room to balance the market and stabilize prices for the foreseeable future. This has triggered a trend toward greater market interference and protectionism that could remain and spill into a wider… December 5, 2022
View,On,Bratislava,Old,Town,Over,The,Danube,River,InWeekly Political Compass 12.5.22 Chinese cities are moving to ease Covid restrictions. The EU ban on seaborn Russian crude comes into force. The political fate of South Africa’s president will take center stage. Meanwhile, regional state election results are expected in India, a no-confidence vote will be debated in Slovakia, a potential constitutional amendment… December 5, 2022
Solar,Power,PlantTeneo U.S. ESG Roundup 12.1.22 Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News Teneo’s U.S. GA and Governance teams have published a brief “Who’s Down With ESG? The US Midterm Elections and the Future of ESG Investing.” The brief provides views on the… December 2, 2022
Agricultural,Road,Overpass,In,Jinshui,District,Zhengzhou,City,Henan,ProvinceChina: Zero-Covid Protests Don’t Threaten Xi but May Accelerate Policy Shift 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… November 28, 2022
Aerial,View,Of,Mountains,In,Bali,From,Denpasar,City,WithCut to the Chase: Southeast Asia’s Month of Summits 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… November 28, 2022
Accra,ghana/may,1,2018:,The,Skyview,Of,The,CityWeekly Political Compass 11.28.22 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… November 28, 2022
Madrid,CityscapeSpain: Will 2023 be the Year of Political Change 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… November 24, 2022