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 market economy status to China.

The Digital Single Market has a new commissioner – will Mariya Gabriel censor social media?

Author: 

Conan
D'Arcy

Email: 
[email protected]
Date: 
22 Jun 2017

After an eight-month hiatus, the EU looks finally set to have a new Commissioner in charge of its flagship, the Digital Single Market (DSM) agenda. Mariya Gabriel is a former MEP, and it showed, in an effective hearing before the European Parliament, which is now certain to rubber stamp her appointment. This support matters for Gabriel as she will need to mobilise MEPs to publicly back her agenda, particularly on issues where member states in the Council are proving intractable. 

Back to the top

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: 

Guillaume
Ferlet

Email: 
[email protected]
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-...

Back to the top

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: 

Alexander
Smotrov

Email: 
[email protected]
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. 

Back to the top

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: 

Matthew
Duhan

Email: 
[email protected]
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.

Back to the top

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.

Was 2017 really a Brexit election?

Author: 

Roberto
Robles

Email: 
[email protected]
Date: 
13 Jun 2017

At the start of the election campaign, 2017 was meant to be the election that delivered Theresa May a strong mandate for Brexit as both Leave voters and pragmatic Remainers trusted her to get on with the job of implementing the referendum result. Meanwhile, Labour was supposed to be headed for a 1983-style defeat under the left-wing Jeremy Corbyn, losing Remain voters to the strongly pro-EU Liberal Democrats. The outcome of course was very different.

Back to the top

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.

Identity politics and the Jakarta Governor election

Author: 

Anjuli
Gidwani

Email: 
[email protected]
Date: 
24 Feb 2017

The race for the governorship of Jakarta is almost over. The leadership of the capital is arguably the biggest job under the President and a platform for national leadership, and this race is setting the tone for national politics in important ways, so it is worth watching closely.

Back to the top

Americas

Work undertaken in the last 12 months:

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

Trump races to the bottom with dynamic models

Author: 

Leo
Ringer

Email: 
[email protected]
Date: 
26 Apr 2017

The NASDAQ reached an all-time high yesterday as Donald Trump announced he wants to more than halve the US corporation tax rate, from 35% to 15%. But he knows that doing so comes with a big price tag – one that, in the context of a fraught debate about the US national debt and deficit, is an almost impossible sell to Congress. The solution? Dynamic modelling: counting the economic growth gains that the cut might create when calculating its cost, to show that in fact there is a net benefit to the Treasury’s coffers.

Back to the top

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.

How Trump shakes up the Middle East

Author: 

Thomas
Gratowski

Email: 
[email protected]
Date: 
13 Jun 2017

It’s only been three weeks since Trump’s visit to Saudi Arabia, but the repercussions could be felt the moment he left. Only a few hours after his departure to Israel, Bahraini security forces stormed a Shiite village where protesters had staged sit-ins in support of a top Shiite cleric, who Manama accused of supporting foreign interests, meaning Iran. A week later, Egypt’s President Al Sisi enacted a new law restricting NGOs. Up until then, he had been reluctant to sign the law because of pressure from US Congressmen.

Back to the top