ASIA: Weekly politics update
Below is the weekly update of political developments across East Asia. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in more detail. JAPAN: Arrest of protégé deals fresh blow to Abe Tokyo prosecutors arrested former Justice Minister Ka… Become a member to read the rest […]
CHILE: Government recalibrates Covid-19 response
The beginnings of a new Covid-19 strategy are becoming apparent as the government grapples with a rising case count. As of yesterday, 17 June, 4,757 new cases and 232 deaths were reported. With the addition of 31,412 cases now attributed to Covid-19 but previously not counted in… Become a member to read the rest […]
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
Part One of this Five-part series of Insights into the UK economy and financial markets examines the devastating impact which the national lockdown – introduced on 23rd March – has had on domestic economic activity and the implications for the UK (and other major economies) going… Become a member to read the rest of […]
NIGERIA: Ruling APC sounding the informal starting gun for Buhari’s succession
The upcoming Edo State election reveals increasing factionalism within the ruling party vis-à-vis the 2023 presidential nomination. A timely resolution of the all-important question of which regional faction may lay claim to succeed President Muhamadu Buhari remains unlike… Become a member to read the rest of this article
EUROPE: Political risks to managing second waves
Countries that have loosened restrictions for more than two weeks have not seen a dramatic increase in cases, but localized outbreaks are becoming more and more common. The broad public support for lockdowns might not exist anymore in a possible second wave, which might lead… Become a member to read the rest of this […]
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 […]