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. CHINA: New data privacy laws aim to rein in abuses by internet companies China is fina… Become a member to read the rest […]
SPAIN: Budget almost approved; Catalan elections next
The draft budget for 2021 is set to be approved by parliament following the multiple deals reached with several parties by the ruling coalition of the Socialist Workers’ Party (PSOE) and Unidas Podemos. The key piece in Prime Minister Pedro Sanchez’s budget puzzle has been the … Become a member to read the rest […]
Macro Commentary: Biden’s China Policy Will Be More Hawkish Than Trump’s
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Economic Risks
Secondary dips in activity multiplying before vaccines arrive A US Presidential inauguration surrounded by chaos Inflation falling further and remaining uncomfortably low Fiscal support being extended, further boosting debt ratios Central banks becoming yet more unconvent… Become a member to read the rest of this article
TURKEY: Mismanagement of Covid-19 spike set to worsen economic outlook
Two policy U-turns in less than a week signal the seriousness of the pandemic outbreak in Turkey. Facing a “perfect storm” as the country’s hospitals are overstretched, medical staff burned out and the contact tracing system overwhelmed, the government was left with no other op… Become a member to read the rest of this […]
ROMANIA: General election will strengthen PNL-led government
The ruling PNL party is expected to win the 6 December general election despite the government’s recent challenges in coping with the second wave of Covid-19. PNL’s most likely coalition partners include the liberal USR-PLUS alliance and conservative PMP. A new PNL-led gove… Become a member to read the rest of this article
Emerging Market currencies: Hopes and Realities
Media coverage of Emerging Market currencies tends to oscillate between the very bearish and very bullish, with little differentiation between low and high-yielding currencies or between regional blocks let alone between the dozens of currencies still referred to, rightly or wron… Become a member to read the rest of this article