ASIA: Weekly politics update
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CHILE: Government recalibrates Covid-19 response
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CHINA/INDIA: No war, but deadly skirmish is a major blow to bilateral relations
The deadliest border clash since 1967 has sharply escalated bilateral tensions, though both sides are now seeking de-escalation. Chinese forces may have seized a strategic area that threatens Indian military access to a newly-built road meant to increase India’s capabilities in the region. China’s propaganda apparatus has downplayed the incident, but Indian Prime Minister Narendra […]
United Kingdom: Anatomy of economy on lockdown life-support
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NIGERIA: Ruling APC sounding the informal starting gun for Buhari’s succession
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EUROPE: Political risks to managing second waves
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Covid-19 – Part 3: The Fall Of The USD & The Rise Of EM
June 16, 2020 (Updated) Alan Brazil Step 1: Macro Theme: The Sell-off In Commodity EM Assets Is A Buying Opportunity EM x-China equities have lagged the rebound in US and China equities EM x-China FX are at historical lows on a real basis Step 2: Fundamental Economic Framework EM economies will be harder hit than […]