The Week at a Glance December 1, 2020 Argentina: Recalculating – GDP Would Fall Less Than 11% in 2020 Economics, Argentina, Emerging Markets editorial, GDP Alejandro Giacoia, Andrés Borenstein, Miguel A. Kiguel, Lorena Giorgio, Rafael Aguilar, Isaías Marini Economic activity grew 13.2% q/q in the third quarter, a better recovery than expected. September’s numbers were in line with our forecast, but INDEC made a significant backward revision... Read More...
Africa December 1, 2020 ETHIOPIA: Abiy takes Mekelle, but can he win the peace? Ethiopia, Emerging Markets, Politics editorial Malte Liewerscheidt Prime Minister Abiy Ahmed has announced what could be game-changing events in the one month-old conflictwith the Tigray regional leadership. Over the weekend, Abiy announced that... Read More...
December 1, 2020 INDIA: Federal policies bring farmers to the streets as opposition fans flames Emerging Markets, India, Politics editorial Aditi Phadnis The Bharatiya Janata Party (BJP)-led National Democratic Alliance (NDA) government is struggling to contain protests against a clutch of agricultural reforms introduced earlier this year after thousands of farmers... Read More...
Latam December 1, 2020 VENEZUELA: What to expect from 6D legislative elections Emerging Markets, Politics, Venezuela editorial Nicholas Watson Elections for the National Assembly (AN) take place on 6 December. The new legislature will be installed on 5 January 2021 for a five-year term. The regime-controlled National Electoral... Read More...
Macro December 1, 2020 MACRO: Policy responses to Covid-19 Europe, Macro, Politics covid-19 Teneo Macro Below is this week's updated table on the health and economic policies that selected governments around the world are implementing to counter the fallout from Covid-19. Please do not... Read More...
Europe December 1, 2020 HUNGARY/POLAND: Significant concessions unlikely in talks with EU Hungary, Poland, Politics editorial, EU budget Andrius Tursa Poland and Hungary are unlikely to make significant concessions in the negotiations with the EU, at least in the near term. The rule-of-law talks could destabilize the wobbly United Right... Read More...
