July 1, 2020 Risk aversion, not panic, in face of uncertainty Big Picture, Global FX, Global Economics Major currencies, equity markets and the price of crude oil since 8th June – the cycle low in the US Dollar – have exhibited reasonably limited directionality, narrow trading ranges and... Read More...
July 1, 2020 ETHIOPIA: Facing down internal and external threats Ethiopia, Emerging Markets Anne Frühauf Protests have escalated rapidly in Addis Ababa and the Oromia region following the killing of a popular Oromo singer late on 29 June. The latest violence threatens Ethiopia’s fragile political... Read More...
July 1, 2020 THAILAND: Changes in PPRP indicate key economic portfolios at stake Emerging Markets, Politics, Thailand Bob Herrera-Lim Over the weekend, the People’s State Power Party (Palang Pracharath, PPRP), which leads the government coalition, selected General (ret.) Prawit Wongsuwan as party leader and Anucha Nakasai as secretary general. Prawit... Read More...
July 1, 2020 JAPAN: National and local officials seek balanced response as cases rise again Japan, Politics Abe Tobias Harris The Abe administration’s point man on managing the Covid-19 pandemic, Economy Minister Yasutoshi Nishimura, was forced to apologize to ruling party lawmakers on Wednesday, 1 July after he announced abruptly last... Read More...
July 1, 2020 INDIA: Seeking to score a low-cost equalizer with China China, Emerging Markets, India, Politics Modi Aditi Phadnis In tacit recognition that a military response to China’s aggression on an undemarcated border could be foolhardy and unpredictable, India has embarked on a twin strategy of inflicting near-term... Read More...
July 1, 2020 HONG KONG: National Security Law raises operational security risks for business China, Politics, US editorial, Hong Kong Gabriel Wildau The new law formalizes a large role for mainland security organs in Hong Kong, raising corporate espionage and surveillance risks for businesses. Mainland officials will exercise direct control over national security policy... Read More...
