News and Insights

Speyside Group provides an analytical assessment on Brazil geopolitics following President Lula's reelection on October 25, 2026, with 51.79% of valid votes. His fourth term will be shaped by a more conservative Congress, a Senate where the PL holds 29 of 81 seats, and increasingly autonomous institutions. Our analysis covers fiscal pressure, technology and critical minerals policy, and the implications for investors assessing market access and regulatory risk in Brazil.

Speyside Group provides a strategic perspective on India nuclear energy private sector participation as the SHANTI Act, its draft rules, a foreign investment policy awaiting finalization, and a draft national electricity policy begin to converge. The assessment examines operator liability and supplier recourse, the first captive small reactor proposal from Hindalco, and why community consent will shape the license to operate for investors and multinational corporations.

Speyside Group provides a strategic perspective on Vietnam license to operate as Doi Moi 2.0 reforms reshape the investment landscape ahead of the country’s 2045 high-income ambition. The assessment weighs the scale of structural change, the new Vietnam International Financial Center, and persistent land, permitting, bureaucratic, and non-technical risks, and explains how local partnerships and deep due diligence make projects bankable for multinational investors.

Latin America is tightening oversight of online betting, with measures ranging from increased supervision to outright bans. For operators and providers, the ability to adapt to regulatory changes is becoming a decisive factor in remaining competitive and staying in the market.

Indonesia’s investment landscape is becoming more state-directed and politically dynamic. While sectors such as mining and energy face greater regulatory scrutiny, new areas of growth, from data centers to downstream industries, continue to attract investment. For businesses, understanding where power sits and building credible, long-term relationships is becoming increasingly important.

Speyside Group provides an analytical assessment of the EU's 2028-2034 Multiannual Financial Framework negotiation, examining the institutional redesign of EU spending priorities, the proposed National and Regional Partnership Plans, and the strategic competition for funding between cohesion, defense, and competitiveness objectives that will shape corporate access to EU capital through 2034.

Speyside Group provides a practical explanation of what the EU AI Act will require from companies on December 2nd, 2026, following the postponement of the main high-risk obligations to 2027. While the delay gives businesses more time to prepare for the most demanding compliance requirements, it does not represent a broader pause to the AI Act. The December 2nd, 2026 milestone remains relevant, bringing the end of a specific transition period and two additional prohibited AI practices into scope.

Speyside Group provides an analytical assessment of Colombia market access healthcare conditions under a new Health Minister. Ana Maria Vesga arrives from the EPS trade association to a system carrying an aggregate equity deficit above COP 18 trillion and recovering from the August 2026 earthquake. This assessment examines what stabilization before reform means for payment predictability, rare disease access and capital deployment across Colombia's health sector.

Speyside Group provides a strategic perspective on how geopolitical risk shapes electoral outcomes and business operating environments across Latin America. Elections test whether governments can govern, not merely their ideological direction. Institutional capacity, legislative coalitions, and external pressures reshape the investment landscape more than electoral mandates alone, requiring investors to assess each country's capacity to implement policy.

Speyside Group provides a strategic perspective on why the traditional Australian two-speed economy framing no longer describes the country adequately. Western Australia produced 45.4 per cent of national goods exports in 2025, but other important divisions cut across State and Territory lines: between metropolitan, regional and remote communities, and between established property owners, renters and prospective buyers. For investors and corporate affairs leaders, mapping the wrong divides produces the wrong engagement strategy

Speyside Group provides a strategic perspective on Brazil's critical minerals policy, approved by the Senate on September 2, 2026 and now awaiting presidential sanction. The framework creates a national governance council, a R$2 billion mineral activity guarantee fund, and up to R$5 billion in tax credits for domestic processing. For investors and multinationals, it raises expectations on local value addition, traceability, and regulatory engagement, and makes registry qualification the gateway to every incentive.

Speyside Group provides an overview on reputation risk. The analysis sets out three connected disciplines: continuous mapping of inward and outward risk, stakeholder engagement built relationship by relationship rather than aimed at a general public, and issue management.