Drawing on our deep insights and confidential sources, our business briefs provide macropolitical risk analysis and strategy recommendations on current topics. The aim is to provide our customers with a quick guide to current events and trends in post-Soviet countries and their implications for business.

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Excerpts of recent briefs

An Outlook on the Evolving Prospects for Businesses in Ukraine, by Matthijs Verheijen & Hannes Meissner, L&M PRISK Business Brief (Vol.2, January 2025)

Major Western support for Ukraine in the form of possible EU membership and the high level of financial support for reconstruction are raising hopes of a democratic Ukraine that guarantees maximum security for companies through the functioning rule of law and whose economy is booming thanks to the influx of external funding and FDI. With Donald Trump's inauguration, hopes are growing among many companies that there will soon be a stable peace-agreement with Russia and long-term stability will return. However, major uncertainties remain.

This L&M PRISK Business Brief, written by Matthijs Verheijen, analyses three different future scenarios for Ukraine and the associated opportunities and risks for companies and investors, discusses their probability and derives recommendations.

European Companies’ Risk of Nationalization Rises Substantially, L&M PRISK Business Brief (Vol.1, April 2024)

Ukraine is under enormous pressure. The EU, the USA and the UK continue to support Ukraine with strong words. In fact, ammunition and military equipment are in short supply and the promised deliveries are stuck in the political and bureaucratic jungle of Berlin, Paris and Washington. One way out of this stalemate could be the seizure of Russian assets in Europe. The idea of making Russia pay for this war is popular and would not affect public budgets in either Europe or the USA. However, in line with the strategy of symmetric retaliation proclaimed by the Kremlin, Europe can expect an equally effective counter-response. As our confidential resources from the region report, European companies face a rising risk of nationalization.