Managing Critical Issues & Risks Across Emerging Markets

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.

The Speyside Group analyzes the profound Business Implications of the Political Reset in Hungary After Orbán. The parliamentary elections held on April 12, 2026, delivered a decisive victory for the opposition Tisza party, led by Péter Magyar, which secured a constitutional majority with 53% of the vote. This systemic inflection point ends 16 years of Fidesz rule and unlocks a mandate for a deep restructuring of the state model.