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Global Newsletter & Insights Series
As uncertainty continues to swirl amid dynamic U.S. tariff policy, we are monitoring the following: Following last week’s announcement of a 90-day pause on reciprocal tariffs, the Trump administration has made several subsequent statements that suggest additional modifications and/or exemptions may come soon. Late Friday, the administration announced that high-tech…
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 Japan’s tariff negotiations with the U.S. Meanwhile, Italy’s prime minister travels to Washington, and Mexico and India are also hoping for advantageous deals. Elsewhere, China’s Xi…
The social media landscape continues to evolve, driven by shifts in user behaviour, platform updates and perceived platform politicisation on traditional platforms, impacting the way users and businesses connect. In response to rising concerns about privacy, content moderation and the need for more “control,” there has been an upward trend…
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 China’s response to the U.S.’s protectionist turn. Meanwhile, Japan is set to pursue negotiations in response to the new tariffs, Germany’s new coalition is coalescing, and…
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 EU’s possible response to the U.S.’s so-called “Liberation Day” tariff escalation. Meanwhile, China flexes its military muscle, South Korea continues to wait for the presidential…
After the verdict against far-right figurehead Marine Le Pen, one signpost to watch is the likely appeal procedure. However, unlike the four-year prison sentence, the five-year ban from running for office applies immediately, even while any appeal is ongoing. This does not only badly undermine Le Pen’s chances of running…
As the Trump Administration prepares to announce its next round of tariffs this week, we are monitoring the following: The next sweeping wave of tariffs is set to go into effect on April 2, but significant uncertainty remains over their size, scope and targets. Trump plans to unveil the new…
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 a crucial week for politics in South Korea. Meanwhile, further Russia-Ukraine peace talks will take place in Saudi Arabia, leaders of Europe will host Ukraine’s President…
This past week has seen the most significant resumption in fighting in the Middle East since the Gaza ceasefire was implemented two months ago. U.S. and Israeli attacks on Hamas and the Houthis seek to erode lingering vestiges of Iranian influence in the region, further handicapping remaining Hamas leadership in…
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 G7’s strong statement on China. Meanwhile, Germany is voting on a major new infrastructure and green transition fund, the EU is taking steps towards increasing…
The European Commission's new Clean Industrial Deal aims to revitalise the EU's industrial base and address the continent's slow economic growth in response to global competition. As Europe grapples with high energy prices and deindustrialisation risks, the need for the new industrial strategy to unlock investments in clean energy and…
Dry powder held by Middle Eastern investors has been steadily increasing over the years, reaching a peak in Jan 2025. In addition, there has been a broader increase in allocation of capital to the region, with inbound FDI increasing and a significant net positive FDI balance for the first…
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 U.S.-Ukraine talks in Saudi Arabia. Elsewhere, China announces new tariffs on Canada, Mexico is celebrating a temporary reprieve of U.S. tariffs, and a decision is…
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 India’s trade policy. Meanwhile, China will announce its GDP growth target for the year, EU leaders will discuss plans to “rearm Europe”, and the pause on…
