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. US/China: Trump administration considers new restrictions on Chinese payment apps The Trump administ… Become a member to read the rest of this article […]
PHILIPPINES: Duterte threatens Congress with … possibly, maybe, something
A fight over the speakership is threatening to delay the approval of the 2021 budget, which would slow the country’s economic recovery. President Rodrigo Duterte asked the legislators in a press conference to resolve the issue, otherwise he said, “I’ll do it for you.” … Become a member to read the rest of this […]
LITHUANIA: Close Electoral Contest Favors Ruling LVZS
The October general election will see a close race between the ruling Lithuanian Farmers and Greens Union (LVZS) and the opposition Homeland Union-Lithuanian Christian Democrats (TS-LKD). If both parties win a similar number of mandates, the ruling LVZS would have better chances … Become a member to read the rest of this article
NIGERIA: The Most Sensible Budget Proposal Yet
The 2021 budget proposal presented on 8 October by President Muhammadu Buhari to both houses of the National Assembly is arguably the most realistic spending plan put forward by this administration yet. Key assumptions underpinning the budget are more conservative than in previou… Become a member to read the rest of this article
Event risk and market volatility: Partners in crime
Market volatility has been reasonably subdued in recent weeks, despite acute event (and macro data) risk in the next four weeks, including of course US presidential elections on 3rd November, and a number of significant macro, policy and geopolitical developments. In the past mo… Become a member to read the rest of this article
BRAZIL: Sao Paulo, Bellwether of the 2022 Presidential Elections
One day before the beginning of TV campaigning and 38 days before municipal elections, campaigns in the 5,570 municipalities are beginning to rival national developments as the political priority of the moment. It still seems early for safe projections but the choice of candidate… Become a member to read the rest of this article
EUROPE: Managing the pandemic – what we are watching
This updated weekly piece provides snapshots of how selected European governments are dealing with the ongoing Covid-19 pandemic. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in more detail. The daily number of infections and posit… Become a member to read the rest of this […]