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Argentina: Agreement Still Far Away, Busy Summer

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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 for…   Become a member to read the rest of this article Username or E-mail Password […]

EUROPE: CEE PULSE

EUROPE: CEE PULSE | Speevr

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 bloc’s funding to rule of law obse…   Become a member to read the rest of […]

KENYA: Political incentives remain juxtaposed to budget consolidation

KENYA: Political incentives remain juxtaposed to budget consolidation | Speevr

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. The politica…   Become a member to read the rest of this article

SOUTH AFRICA: NEC unlikely to resolve its Ace problem

SOUTH AFRICA: NEC unlikely to resolve its Ace problem | Speevr

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 intern…   Become a member to read the rest of this article

Lippo Malls Indonesia Retail Trust: Sponsoring the Sponsor

Summary Geography Indonesia Sector Real estate investment trust Credit rating B1/NR (Moody’s/S&P) Report date 23-NOV-2020   Executive Summary Since our 28-May initiation report on Lippo Malls Indonesia R…   Become a member to read the rest of this article

EUROPE: Managing the pandemic – what we are watching

EUROPE: Managing the pandemic – what we are watching | Speevr

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. France – The se…   Become a member to read the rest of this article

Time is priceless but has a steep cost

Time is priceless but has a steep cost | Speevr

  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 cost almost 1.4 million lives. The…   Become a member to read the rest of […]

BRAZIL: Weaker post-municipals Bolsonaro still main 2022 contender

BRAZIL: Weaker post-municipals Bolsonaro still main 2022 contender | Speevr

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. A multi-faceted centrist challenge to Bolsonaro is emerg…   Become a member to read the rest of this article

The US After Trump And COVID

Step 1: Identify Macro Themes What Will The US Look Like After The 2020 US Elections And The Second Wave of COVID? Step 2: Fundamental Economic Framework Surge In Cases Not Just An Artifact of A Surge In Testing–Hospitalizations…   Become a member to read the rest of this article