MACRO: Exit Strategies & Economic Policy Outlook
Below is this week’s exit strategies table, which also includes updated information on the policies that selected governments around the world are implementing to counter the economic fallout from Covid-19. Please do not hesitate to contact us if you want to discuss any of the … Become a member to read the rest of […]
VIETNAM: Where reforms will matter the most in the EU-Vietnam FTA
The Vietnamese government uses free trade agreements not only to pursue growth objectives but to force domestic reforms. Vietnam’s SMEs still suffer from weak integration into global value chains, compared to China and Thailand. The EU-Vietnam FTA imposes strict rules of o… Become a member to read the rest of this article
LATAM PULSE
This week, the government in Chile will hope for a new impetus in the fight against Covid-19 following a change of health minister and a new fiscal stimulus agreement. Venezuela’s attritional battle for power continues, while Brazil will see more economic measures going through C… Become a member to read the rest of this […]
Global Letter – The EU: on the money
The EU’s recovery programme is a potential game changer for the economy and the single currency. Decisive moment In his memoirs, European visionary and revered French diplomat Jean Monnet asserted that: “Europe will be forged in crises and will be the sum of the solutions to… Become a member to read the rest of […]
WEEKLY POLITICAL COMPASS
New confirmed cases of Covid-19 have brought back some lockdown restrictions to China’s capital. The UK will not ask for an extension of the transition period. Brazil’s senate is expected to vote on job suspension and salary reductions. Meanwhile, South Korea’s president marked … Become a member to read the rest of this article
CHINA: Why has Chinese foreign policy turned more aggressive?
China’s foreign policy has grown more combative in recent years, and the Covid-19 pandemic has accelerated this trend. Beijing still cares about maintaining friendly relations with the world, but domestic politics create countervailing incentives to project toughness. The … Become a member to read the rest of this article
JAPAN: Tokyo reconsiders relationship with China in the post-Covid-19 order
China’s actions in the midst of the Covid-19 pandemic have led to a pause in the Abe government’s pursuit of closer ties with Beijing, and prompted calls for a reconsideration of Japan’s relationship with China.Worsening bilateral ties could influence the race to succeed Prime M… Become a member to read the rest of this […]