Managing Critical Issues & Risks Across Emerging Markets

The Speyside Latin America team analyzes how the global energy transition is driving a structural transformation in Brazil’s mining sector. The accelerating demand for Critical Minerals (such as lithium, nickel, graphite, niobium, and rare earth elements) has fundamentally altered the investment landscape. Environmental performance, supply chain traceability, and climate alignment are no longer mere reputational differentiators; they are now strict preconditions for market access, strategic partnerships, and project bankability

Speyside Group analyzes Hungary’s 2026 parliamentary elections on 12 April. The elections represent a critical inflection point with direct implications for businesses and investors. Polls suggest a lead for the opposition Tisza party, but structural features of the electoral system and entrenched Fidesz influence mean policy change is likely to be gradual and uneven, creating ongoing regulatory and political uncertainty. The outcome will shape Hungary’s EU engagement, access to funding, sectoral policy, and geopolitical positioning, with implications for market access, fiscal stability, and operational risk. Companies should prioritize regulatory foresight, stakeholder engagement, and adaptable strategies to navigate a transitional environment where political shifts may not immediately translate into predictable policy outcomes.

Speyside Group analyzes the transformative "Great Healthcare Plan" of 2026, which has fundamentally redefined Pharmaceutical Market Access by linking U.S. drug pricing to international benchmarks. This shift toward a "glocal" strategy means that negotiation outcomes in Europe or APAC now act as a direct Global Price Anchor for the American market, effectively collapsing the divide between domestic and international pricing.