INDIA: 2020-2021 budget brings no cheer
The budget speech made by the finance minister is one of the most eagerly anticipated events of the year because of the economic and political priorities it sets out. Possibly because of fewer electoral challenges coming up in 2020, the Narendra Modi-led National Democratic Allia… Become a member to read the rest of this […]
LATAM PULSE
This week is likely to see the climax of a mini-debt drama in Argentina even as the national debt question remains pending. In Colombia, long-rumored cabinet changes could finally materialize, while in Venezuela, the possible return of opposition leader Juan Guaido could set off … Become a member to read the rest of this article
MACRO/CHINA: Can stimulus measures cushion the economic hit from coronavirus?
● China will lower interest rates and ease credit flows to buffer the economic impact from the coronavirus. ● But the effect of policy easing will be limited if businesses are unable to re-open. ● Export orders could shift away from China if factories remain closed by March… Become a member to read the […]
Economic Risks – Llewellyn Consulting – February 2020
Economic Risks ▪ The coronavirus stymying renewed cyclical momentum ▪ Growth rates remaining modest by historical standards ▪ Inflation edging higher, but staying uncomfortably low ▪ Hopes of a retreat in protectionism coming to nought ▪ Risky-asset returns falling well short… Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
China might continue to intervene in markets to prevent excessive falls in benchmark indexes. Both the EU and the UK have presented their plans for trade talks. Argentina’s Buenos Aires province could enter default this week. South Africa’s currency is bracing for a crucial month… Become a member to read the rest of this […]
SLOVAKIA: OLaNO’s victory will bring a center-right coalition government
Following a convincing victory in the 29 February general elections, the center-right Ordinary People (OLaNO) party will likely form a wide four-party coalition government that will hold a majority in parliament. The new government – likely led by the OLaNO chairman Igor Matovic … Become a member to read the rest of this article