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Global Newsletter & Insights Series
Despite earlier Chinese balloons that US officials declined to publicize, the Biden administration apparently calculated that, given its low altitude, this balloon would inevitably be discovered. We doubt that Chinese leaders intended to engage in a brazen provocation ahead of a planned US visit to Beijing; a technical malfunction is…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News Democratic members of the House of Representatives announced last month the formation of the Congressional Sustainable Investing Caucus. Sean Casten (D-IL) and Juan Vargas (D-CA) will…
Spoiler alert: The focus on Environmental, Social and Governance (or “ESG”)¹ topics in the corporate world is here to stay. The catch? We may not call it ESG ten years from now, but that won’t matter. Our view has long been that ESG will become ubiquitous,…
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 Peru. Meanwhile, Thailand may soon be headed towards elections, the EU’s import ban on Russian petroleum products will…
Demographic decline is the most fundamental issue affecting Japan’s future, and Prime Minister Fumio Kishida’s decision to put children and child-rearing policies at the top of his domestic agenda for 2023 makes sense politically. The issue evokes existential worries about the nation's future among voters, and being seen to take…
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 controversy around German tank deliveries. Meanwhile, Chinese tourists are returning to destinations across Asia, presidential runoff elections will be held in the Czech Republic, Brazil’s…
This week, Peru continues to face severe volatility. Meanwhile, a regional summit in Argentina marks the first trip abroad of Brazil’s President Luiz Inacio Lula da Silva since his recent inauguration. Bilateral agreements between Argentina and Brazil may be more substantive than anything emerging from the summit. Separately, Argentina’s debt…
No CEO succeeds alone. Their team, their customers, their investors and many other stakeholders all contribute to a CEO’s wins. Among these many relationships, the one with their board of directors is the most symbiotic. A CEO needs a board to share wisdom, serve as thought…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News Republican attorneys general from 21 U.S. states wrote a letter on Tuesday to the leading proxy advisory firms Institutional Shareholder Services (ISS) and Glass Lewis, seeking answers by month’s end…
The EU has fundamentally reframed its energy policy in response to the energy crisis, broadening its focus from just climate to now also consider geopolitics, global industrial competitiveness and energy poverty. This paper outlines energy crisis measures taken by the EU so…
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 Ghana’s debt exchange efforts. Meanwhile, senior US and Chinese decision-makers will meet, Germany will get a new defense secretary, protestors are calling on Peru’s president to…
Partial control of Congress will enable Republicans to hold hearings on issues including Taiwan and human rights, pressuring the Biden administration towards hardline policies. US-based multinationals will face accusations of "ESG hypocrisy" for advocating progressive causes within the US while failing to condemn alleged abuses in China. Congress is likely…
