June 18, 2020 United Kingdom: Anatomy of economy on lockdown life-support UK Economics editorial Olivier Desbarres 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... Read More...
June 18, 2020 CHILE: Government recalibrates Covid-19 response Chile, Emerging Markets, Politics Nicholas Watson 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... Read More...
June 18, 2020 Covid-19 – Part 3: The Fall Of The USD & The Rise Of EM Investment Strategies editorial Alan Brazil 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... Read More...
June 18, 2020 ASIA: Weekly politics update Asia, Politics covid-19 Bob Herrera-Lim, Gabriel Wildau, Tobias Harris 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:... Read More...
June 18, 2020 EUROPE: Political risks to managing second waves Europe, Politics 2nd wave, editorial, covid-19 Antonio Barroso, Carsten Nickel, Luis Cornago, Wolfango Piccoli 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... Read More...
June 18, 2020 CHINA/INDIA: No war, but deadly skirmish is a major blow to bilateral relations China, Emerging Markets, India, Politics China/India, editorial Aditi Phadnis, Gabriel Wildau 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... Read More...
June 18, 2020 NIGERIA: Ruling APC sounding the informal starting gun for Buhari’s succession Emerging Markets, Nigeria, Politics Malte Liewerscheidt 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... Read More...
