Managing Critical Issues & Risks Across Emerging Markets

Speyside Group analyzes the critical geopolitical and commercial leverage of Mexico’s Modernized Global Agreement with the European Union (EU), highlighting why this pact matters beyond the USMCA. Positioned against an environment of aggressive tariff protectionism from Washington and intense U.S. pressure to restrict trade ties with China, the agreement serves as an indispensable tool to diversify partnerships and demonstrate the sustainable transformation of Plan México. With bilateral trade in goods already reaching €82.4 billion and the EU solidifying its role as Mexico’s second-largest investor with a cumulative €208.9 billion, the modernized framework fundamentally rewrites the rules for Market Access. Moving through an accelerated institutional mechanism via an Interim Trade Agreement (iTA), this pact establishes a highly sophisticated architecture for Regulatory Affairs, trade policy, and long-term investment risk management across the Atlantic.‍

Speyside Group in Latin America analyzes why Mexican Mining is a Strategic Asset and a structural anchor for the national economy, representing 4.7% of national GDP—a share larger than government administration itself. As the Sheinbaum administration maintains a de facto suspension of new concessions, a widening gap has emerged between "resource nationalism" and the operational requirements of Plan México. For investors and policymakers, the challenge is to bridge the local gap by repositioning mining as the indispensable enabler of Mexico’s nearshoring ambitions and the North American energy transition.

Speyside Group analyzes the intersection of politics and Patient Access in this Healthcare Special Edition of Brazil at the Ballot. As the 2026 Electoral Cycle intensifies, the healthcare sector sits at the core of Brazil’s political economy, driven by the Ministry of Health’s status as the largest destination for congressional discretionary spending. The recent desincompatibilização deadline on April 4 saw 19 ministers depart to pursue candidacies, triggering a major cabinet reshuffle; however, the retention of seasoned operator Alexandre Padilha signals the government's intent to use healthcare delivery as an active electoral asset through October.