Africa February 18, 2021 SOUTH AFRICA: Budget preview – short-term gain, long-term pain? Emerging Markets, Politics, South Africa Anne Frühauf Ahead of the 24 February budget, South Africa’s near-term fiscal outlook has improved slightly relative to last October’s disastrous Medium-Term Budget Policy Statement (MTBPS). This is primarily thanks to exogenous factors, not because President Cyril Ramaphosa’s government has suddenly grasped... Read More...
Macro February 18, 2021 EMERGING MARKETS: Covid-19 Vaccination Strategies and Challenges Emerging Markets, Macro, Politics vaccines, covid-19 Teneo Macro Our Covid-19 vaccination table includes updated information on the immunization strategies selected EMs are pursuing and the challenges they face. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in more... Read More...
Europe February 18, 2021 ITALY: Draghi’s program – A break from the past Italy, Politics Draghi, editorial Wolfango Piccoli Prime Minister Mario... Read More...
Asia February 18, 2021 CHINA: Global tech standard-setting is new battleground for techno-nationalism Technology, China, Politics tech, editorial Gabriel Wildau The Chinese government is likely to formally introduce a new industrial policy blueprint, China Standards 2035, this year after three years of planning. China hawks worry that a coordinated, state-led effort to increase China’s influence in global standards-setting bodies will... Read More...
Latam February 18, 2021 BRAZIL: Ideology is crowd-pleaser, but electoral pragmatism new normal Brazil, Emerging Markets, Politics Mario Marconini President Jair Bolsonaro will talk the talk on ideological platforms but reelection in 2022 calls for pragmatism. There is increasingly little room for far-right policymaking. Stress with the arrest of a Bolsonarista congressman shows the limits of Bolsonaro’s capacity to “be... Read More...
Asia February 18, 2021 ASIA: Weekly politics update Asia, Emerging Markets, Politics Bob Herrera-Lim, Gabriel Wildau, Tobias Harris 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.… Read the rest ... Read More...
Europe February 18, 2021 EUROPE: Managing the pandemic – what we are watching Europe, Politics 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... Read More...
Macro Series February 18, 2021 Our product principles and development Global, Macro John Llewellyn, Russell Jones We are extending our signature ‘Watch fors’ to our new products The sentiment that “the current situation is more than usually uncertain” tends to be overworked. However, currently that arguably is indeed the case.… Read the... Read More...
