Regions

EU/Eurozone

Work undertaken in the last 12 months:

  • Eurogroup-Greece financial negotiations.
  • Financial markets policy.
  • Next steps for Eurozone banking union.
  • Implications of the EU retail financial services agenda within capital markets union.
  • EU regulatory framework for digital business.
  • Prospects for Energy Union.
  • Prospective EU granting of marketing economy status to China.

Brexit’s nuclear option

Author: 
Date: 
3 Feb 2017

Having concluded that Euratom is “uniquely legally joined” with the EU, the government argues that Brexit will require the UK to leave Euratom when it leaves the EU. 

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Asia

Work undertaken in the last 12 months:

  • Indonesia: regulatory initiatives to develop domestic capital markets.
  • India: 2015 budget and reform of Goods and Services Tax (GST).
  • China: regulatory responses to ongoing mark-up volatility.
  • Iran: prospects for negotiations and sanctions

China, the EU and ‘market economy status’: what happens now?

Author: 
12 Dec 2016

Yesterday marked the deadline to solve the issue of China’s market economy status (MES) and yet nothing has changed in the EU rulebook. However, a reform package is on its way and will probably be agreed at some point in 2017. In the meantime, the EU will likely carry on as usual in anti-...

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Russia & CIS

Work undertaken in the last 12 months:

  • Variable impacts of US, EU and Russia sanctions on international investors.
  • Consequences of localisation agenda on supply chains.

Donald Tusk plays Ukrainian trump card

Author: 
Date: 
25 Nov 2016

Ukraine is probably more vulnerable now than at any point since 2013. And with the election of Donald Trump in the US, the EU has felt the need to explicitly acknowledge Kiev’s anxiety about shifting US focus. 

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Africa

Work undertaken in the last 12 months:

  • Uganda: new prudential regulatory framework for insurance.
  • Evolving regulatory framework for African insurance markets.
  • Prospects for private equity investment in the agricultural sector.

Pravin Gordhan and what happens next in South Africa

Author: 
Date: 
21 Oct 2016

In his time Pravin Gordhan has played many roles: pharmacist; anti-apartheid activist; prisoner; chief taxman; and finance minister not once, but twice. In South Africa’s current political morality play he is cast as the martyr – fending off what many see as politically motivated accusations of fraud from the National Prosecuting Authority (NPA) to prevent him exposing unsavoury dealings between President Jacob Zuma and the Gupta family.

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UK

Work undertaken in the last 12 months:

  • Brexit: the UK/EU referendum.
  • The productivity agenda: thought-leadership on the productivity debate.
  • UK housing policy: investor due diligence in the buy-to-let property market.
  • Competition policy in retail banking.

Scotland’s £12bn export gap

Author: 
Date: 
10 Feb 2017

If there is a second independence referendum in Scotland, one of the central issues will be which single market matters more, the UK’s or the EU’s? The latest export statistics for Scotland, published last month, reveal what’s at stake.

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ASEAN

Work undertaken in the last 12 months:

  • ASEAN insurance markets integration and regulation.
  • Prospects for Indonesian telecoms sectors.
  • Impact of IMDB crisis in Malaysia.
  • Impact of EUTR activation on Indonesian timber industry.

Indonesia opens a new front in the GAFA wars

Author: 
Date: 
30 Sep 2016

ASEAN policymakers have always watched their European counterparts closely – both for good and bad examples. The European Commission’s landmark decision last month instructing Ireland to claw back €13 billion of unpaid corporate tax from Apple is no exception.

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Americas

Work undertaken in the last 12 months:

  • USA - TTIP prospects.
  • Brazil - implications of Petrobras scandal.

Silicon Valley’s conflict of interest over Trump

Author: 
Date: 
15 Feb 2017

In the 2016 Presidential election, Silicon Valley burnished its credentials as a liberal bastion. In the combined counties of San Francisco, San Mateo, Santa Clara and Alameda, 78% of voters supported Hillary Clinton with only 16% voting for Donald Trump. Last week I visited San Francisco and Palo Alto and heard how Silicon Valley and the tech companies it hosts, many Clinton backers, are still digesting the implications of Trump and struggling to decide whether to prioritise political values or commercial pragmatism.

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Multilateral

Work undertaken in the last 12 months:

  • Sectoral impacts of TPP and EU-Japan FTAs.
  • COP21 outcomes and implications.
  • Implications of Iranian P5+1 agreement.
  • Evolution of international carbon disclosure frameworks.

UK trade deals: a tale of two cities

Author: 
Date: 
6 Feb 2017

The British Prime Minister has just returned from an important visit to a large UK trading partner with a controversial and often provocative leader. There was talk of a possible future bilateral trade deal between the two, and agreement to start preliminary discussions to this effect. This was a cause of mild irritation in Brussels, where the UK’s right to trigger such bilateral engagement is contested, and its tendency to break European ranks seen as a political problem.

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