News and Insights

Thailand's government is in upheaval after the Constitutional Court removed Prime Minister Paetongtarn Shinawatra, leading to the appointment of Anutin Charnvirakul. This new leadership is based on a fragile, temporary agreement to dissolve Parliament within four months, stalling major legislation. For businesses, this means a period of significant uncertainty, as economic policy will be tactical and short-term rather than strategic.

Since 28 August 2025, Indonesia has witnessed a wave of nationwide demonstrations, with significant unrest concentrated in Jakarta, where clashes broke out between security forces and protesters organized by the Coalition of Labor Unions and the Labor Party.

Following Russia's invasion of Ukraine, European NATO members, particularly on the eastern flank, have dramatically increased defense spending, with many now exceeding 2% of their GDP.

The U.S.-India trade relationship has soured after the U.S. imposed a 25% tariff on Indian goods, with more threatened over India's oil purchases from Russia.

The Trump administration's 15% tariff on EU exports has forced Europe into a deal involving substantial U.S. energy purchases and investments.

MFN cuts U.S. drug costs but may hurt access in poorer countries.

The EU advances textile circularity; CEE faces uneven readiness.

Mexico boosts local pharma with new procurement incentives.

Trump's 50% tariff on Brazil is a political move tied to support for Bolsonaro and a challenge to BRICS.

AI is advancing fast, bringing benefits and risks. Global regulation is needed but remains divided.

In 2025, the Baltic states—Estonia, Latvia, and Lithuania—are advancing energy resilience and digital innovation amid heightened geopolitical tensions. Estonia launched planning for a 600 MW nuclear plant, Lithuania approved a €100M national AI Factory, and all three nations finalized synchronization with the European electricity grid. Latvia remains more cautious but aligned with regional priorities. These efforts reflect a shift toward long-term economic planning and greater alignment with the EU and NATO.

Since joining China’s Belt and Road Initiative (BRI) in 2017, Latin America has seen over 200 infrastructure and tech-focused projects, with 21 countries signing MOUs. The BRI offers an alternative to traditional Western financing but has also raised concerns about debt, sovereignty, and China's long-term commitment—evident in Panama’s recent exit from the initiative.