Africa November 25, 2020 KENYA: Political incentives remain juxtaposed to budget consolidation Emerging Markets, Kenya, Politics editorial Malte Liewerscheidt Controversial constitutional amendments proffered with the Building Bridges Initiative (BBI) will necessitate a public referendum by mid-2021. The referendum will effectively be a high-stakes test-run for the presidential election slated for August 2022.… Read the rest ... Read More...
Africa November 25, 2020 SOUTH AFRICA: NEC unlikely to resolve its Ace problem Emerging Markets, Politics, South Africa NEC, ANC, editorial Anne Frühauf An ANC National Executive Committee (NEC) meeting this weekend will probably fail to resolve the thorny issue of whether Secretary-General Ace Magashule should step down over corruption charges. Magashule’s fight against a suspension will provide a signal of the ANC’s... Read More...
November 25, 2020 Lippo Malls Indonesia Retail Trust: Sponsoring the Sponsor Asia, Credit, Investment Strategies Lippo Malls Indonesia Retail Trust, LMRTSP Warut Promboon Summary Geography Indonesia Sector <span style="color: #000000;... Read More...
Europe November 25, 2020 EUROPE: CEE PULSE Central and Eastern Europe (CEE), Europe, Politics editorial, covid-19 Andrius Tursa A “soft lockdown” in Bulgaria could trigger new public protests and weaken the ruling party ahead of the March 2021 parliamentary elections. Hungary and Poland are aligning their positions ahead of tough negotiations with the EU over linking the... Read More...
Europe November 25, 2020 EUROPE: Managing the pandemic – what we are watching Europe, Politics editorial, covid-19 Andrius Tursa, Antonio Barroso, Carsten Nickel, Luis Cornago 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.… <a... Read More...
November 25, 2020 Time is priceless but has a steep cost Economics, Global editorial Olivier Desbarres While some countries, including Sweden and United states, have eschewed national lockdowns over the past nine months or so the vast majority have adopted unprecedented measures to deal with a once in a century pandemic which has so far... Read More...
Latam November 25, 2020 BRAZIL: Weaker post-municipals Bolsonaro still main 2022 contender Brazil, Emerging Markets, Politics editorial, Bolsonaro Mario Marconini President Jair Bolsonaro’s to-and-fro strategy in the municipals failed but his future hinges mostly on his capacity to govern. The elections showed a flight to the center, away from extremes to the Right or the Left.… Read the... Read More...
State Of the Markets November 25, 2020 The US After Trump And COVID Global, Investment Strategies, Macro US housing market, editorial, covid-19 Alan Brazil Step 1: Identify Macro Themes What Will The US Look Like After The 2020 US Elections And The Second Wave of COVID? <img class="wp-image-52949 aligncenter" src="https://i0.wp.com/speevr.com/wp-content/uploads/2020/11/Screenshot-2020-11-25-at-09.15.34.png?resize=575%2C607&ssl=1" alt="The US After Trump And COVID 10" width="575" height="607"... Read More...
The Week at a Glance November 25, 2020 Argentina: Agreement Still Far Away, Busy Summer Economics, Argentina, Emerging Markets, FX ARS, editorial, IMF Andrés Borenstein, Miguel A. Kiguel, Lorena Giorgio, Mariela Díaz Romero, Rafael Aguilar, Isaías Marini The International Monetary Fund mission left Argentina last weekend. The official statement published on Friday by the Washington-based organization suggests that an agreement between the two parties is still distant. In its very particular language, it states that guidelines... Read More...