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Weekly Political Compass 5.19.25

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 Romania’s consequential presidential election result. Meanwhile, the EU and the UK reach a new deal, China imposes fresh tariff duties on the U.S. and others, and…

May 19, 2025
By Wolfango Piccoli & Andrius Tursa
Emerging Markets: Elections, Political Risk & Reform Outlook Emerging Markets: Elections, Political Risk & Reform Outlook Our Emerging Markets (EMs) outlook table summarizes the impact of elections in EMs over the next 12 months. 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… June 26, 2020
European Recovery Plan: Still Hope for an Agreement in July European Recovery Plan: Still Hope for an Agreement in July EU heads of state maintained a positive atmosphere when they met on 19 June, despite not advancing meaningfully towards agreeing on a European Recovery plan after the COVID-19 pandemic. Broad agreement exists on the overall architecture of the recovery plan, but crucial elements still need to be settled, such as… June 25, 2020
A Weekly Update From Teneo: Global Market Update A Weekly Update From Teneo: Global Market Update Harvey Pitt, and Jerome Hauer, Ph.D join Kevin Kajiwara to discuss the second wave of the coronavirus and how the pandemic, rising unemployment and the Black Lives Matter movement are effecting corporate governance. Kevin Kajiwara (KK): Well, good morning, everyone. Welcome, and thank you for joining our weekly Teneo Insights… June 25, 2020
Coronavirus: UK/EMEA Weekly Update – Call Briefing and Recording from 6.24.20 Coronavirus: UK/EMEA Weekly Update – Call Briefing and Recording from 6.24.20 Below please find key take-outs from our June 24th senior panel with Oliver Shah, Sunday Times Business Editor; The Right Honourable Brian Mulroney, P.C., Teneo Senior Adviser and former Canadian Prime Minister; Amber Rudd, Teneo Senior Adviser and former Home Secretary; and Wolfango Piccoli, Co-President of Teneo's Risk Practice and… June 24, 2020
Key Regulations and Possible Effects of the EU Non-Financial Reporting Directive Key Regulations and Possible Effects of the EU Non-Financial Reporting Directive The EU consultation on the Non-Financial Reporting Directive has now closed and the proposed revisions together with EU taxonomy will classify industries on how ‘green’ they are, changing how companies report on ESG issues and how investors consider these. And given its commitment to green finance, it seems unlikely that… June 23, 2020
Sub-Saharan Africa: G20 Debt Moratorium Initiative Slowly Gathering Pace Sub-Saharan Africa: G20 Debt Moratorium Initiative Slowly Gathering Pace To date, 22 sub-Saharan African countries have signed up for the G20 debt suspension initiative. A notable exception among eligible countries is Kenya, highlighting the sovereign's alarm over potential credit rating downgrades and damage to market reputation. Attempts to secure comprehensive private sector participation appear to have failed for now,… June 19, 2020
Future of Work: Corporate Affairs & Communications. Webinar Hosted by Trans-Tasman Business Circle Future of Work: Corporate Affairs & Communications. Webinar Hosted by Trans-Tasman Business Circle Anna Whitlam shares her views on Future of Work for Corporate Affairs & Communications, and in particular how COVID19 has impacted our discipline and what capabilities and behaviours will be required to shine in as a future leader. Anna was joined by Luisa Megale, Group Head of Corporate Affairs &… June 18, 2020
EU Summit 19 June – Discussions on the Recovery Plan and Brexit EU Summit 19 June – Discussions on the Recovery Plan and Brexit EU Heads of State will meet on 19 June to discuss the EU post-Coronavirus recovery plan. The meeting is not expected to yield final conclusions on the recovery plan, but hopefully leaders will agree on its main elements. Many important elements need more technical preparation before a decision is… June 18, 2020
A Weekly Update From Teneo: Leadership Amidst Social, Political and Economic Turbulence A Weekly Update From Teneo: Leadership Amidst Social, Political and Economic Turbulence The Right Honourable Brian Mulroney, P.C., and Jerome Hauer, Ph.D join Kevin Kajiwara to discuss the coronavirus, effective leadership and the United State's place in the world. Kevin Kajiwara (KK): Good morning, everyone. Welcome, and thank you for joining our weekly Teneo Insights call. I’m Kevin Kajiwara, Co-President of Teneo… June 18, 2020
Coronavirus: UK/EMEA Weekly Update – Call Briefing and Recording from 6.17.20 Coronavirus: UK/EMEA Weekly Update – Call Briefing and Recording from 6.17.20 Below please find key take-outs from our June 17th senior panel with Sir Peter Bazalgette, Chairman of ITV and former Chair and Creative Director at Endemol; Baroness Nicky Morgan, former Education Secretary, former Chair of the Treasury Select Committee and Commissioner for the People's Commission on Life after COVID-19; Orson… June 17, 2020
The EU Recovery Plan: Emerging Agreement and Tax Proposals The EU Recovery Plan: Emerging Agreement and Tax Proposals The European Commission is moving forward quickly with its Recovery Plan. The overall financial framework including EUR 500 bn in grants and EUR 250 bn in loans, and most of the underlying legal texts are already on the table. The plan also proposes a slightly amended version of the 2021-27… June 16, 2020
Macro: Weekly Political Compass 6.15.20 Macro: Weekly Political Compass 6.15.20 New confirmed cases of Covid-19 have brought back some lockdown restrictions to China’s capital. The UK will not ask for an extension of the transition period. Brazil’s senate is expected to vote on job suspension and salary reductions. Meanwhile, South Korea’s president marked the second anniversary of his visit to… June 15, 2020