News and Insights

The Speyside Latin America team analyzes the seismic shift in Venezuela following the U.S. military operation "Operation Absolute Resolve" and the arrest of Nicolás Maduro in January 2026. This event has triggered a Crisis management scenario, resulting in a transitional government under Delcy Rodríguez subject to direct U.S. oversight. With the world's largest proven oil reserves of 303 billion barrels and vast critical mineral deposits, Venezuela presents high-stakes opportunities for investors in high growth and emerging markets. Our analysis covers the immediate bullish reaction in the energy sector—with major gains for companies like Chevron and Halliburton—and the strategic race to secure assets in the Orinoco Mining Arc. Navigating this volatile landscape requires robust Corporate Affairs strategies to manage regulatory changes and complex stakeholder engagement.

The Speyside Healthcare team forecasts that 2026 will be a year of structured reform, following a 2025 defined by sharp contrasts between rising geopolitical risks and scientific breakthroughs. As supply chains face pressure from tariffs and "Most Favoured Nation" policies, the industry requires robust Crisis management strategies to navigate pricing volatility. Our analysis highlights a critical shift in high-growth and emerging markets toward value-based healthcare, the integration of AI-driven diagnostics, and a renewed Corporate Affairs focus on the global infertility crisis.

The Speyside Latin America team is closely monitoring the volatile situation in Venezuela, a resource-rich nation that remains a complex puzzle for emerging markets investors. With vast reserves but significant political instability, the energy and mining sectors face a critical window for strategic positioning. Navigating this landscape requires robust Corporate Affairs Latin America strategies and Crisis management planning to handle potential scenarios ranging from political continuity to negotiated transition.

The Speyside Latin America team is analyzing the outcomes of COP30 in Belém, a critical event for high-growth and emerging markets navigating the climate crisis. While the summit faced challenges due to the absence of key global powers, it established vital working groups on hydrogen, bioeconomy, and urban resilience, which are highly relevant to our Speyside Power & Renewables practice. For businesses, this gradual progress signals a need for sustained Corporate Affairs engagement to translate these new frameworks into actionable opportunities ahead of COP31.

The Speyside Healthcare team is analyzing the deepening crisis of Antimicrobial Resistance (AMR) in 2025, a systemic failure in global health governance that threatens emerging markets. With over 1.27 million deaths attributable to AMR annually and a fragile innovation pipeline, the crisis is driven by gaps in surveillance, poor economic incentives, and stalled National Action Plans. Addressing this requires sophisticated Corporate Affairs strategies to align pharmaceutical innovation, "One Health" governance, and sustainable financing models.

The Speyside Central Eastern Europe team is closely analyzing the transformative infrastructure modernization in these key high-growth and emerging markets. Massive EU-funded projects (CPK, Rail Baltica) are creating major opportunities, but success requires navigating complex procurement and political dynamics. Our Corporate Affairs and public policy expertise is essential for guiding international companies through this evolving landscape.

The Speyside Latin America team is closely analyzing Brazil's high-stakes decision to authorize drilling in the Foz do Amazonas Basin, a pivotal development in one of the world's most critical high-growth and emerging markets. This move, occurring just weeks before Brazil hosts COP30, signals a complex balancing act between national energy security and global climate commitments. As experts in the energy sector, the Speyside's team is monitoring the impact

Rising resource nationalism in Africa's booming mining sector is forcing companies to evolve their public policy and stakeholder management beyond government engagement to secure their license to operate. The Speyside Africa team is analyzing this shift, which requires adopting a community-led approach, as demands for local benefits and jobs are increasingly driven from the bottom up by a young population seeking economic opportunities in this high-growth market. To navigate this landscape, miners must invest in downstream development and sustainable local economic benefits, addressing the growing pressure for domestic value creation from critical minerals and other resources.

Rising food prices in Central and Eastern Europe have triggered government interventions that are reshaping the Food and Beverage sector. Romania’s statutory price caps and Slovakia’s transparency tools highlight the growing policy risks. F&B companies face challenges with margins, contracts, operations and reputation as political pressure on food inflation intensifies

The Speyside Central Eastern Europe team is analyzing the upcoming pivotal elections in Czechia (October 2025) and Hungary (April 2026), two of the region's key high-growth markets, which are creating significant business uncertainty across Central and Eastern Europe. In the Czech election, Andrej Babiš's populist ANO party is leading polls but faces a difficult path to forming a government, signaling potential gridlock. Meanwhile, the Hungarian election presents a novel challenge to Viktor Orbán's Fidesz from Péter Magyar's new Tisza party, though the incumbent retains structural advantages. For businesses, these political crossroads mean predictable policy delays, regulatory instability, and shifting EU relations, requiring flexible engagement and strategic planning in corporate affairs strategies for multiple outcomes.

Spyeside team analyzes how investing in healthcare and establishing universal access pathways is crucial for accelerating societal and economic growth, especially in resource-constrained environments. Examples from the Global South demonstrate that universal coverage reforms and essential benefits packages not only improve health equity but also accelerate and sustain economic growth long-term.

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, in a high-growth market, is based on a fragile, temporary agreement to dissolve Parliament within four months, stalling major legislation. The rapidly evolving situation demands sophisticated Corporate Affairs and crisis management from companies to navigate the political uncertainty and stakeholder fallout. For businesses, this means a period of significant uncertainty, as economic policy will be tactical and short-term rather than strategic. This situation demands sophisticated Corporate Affairs and crisis management from companies to navigate the political uncertainty and stakeholder fallout.