Day: March 18, 2021

Update On My Recommended Trades

Recommended Open And Closed Trades

Update On My Recommended Trades 1

I have not put out an update since the beginning of the year won my recommended trades so, I thought it was about time. So here goes. I am currently positioning for three themes:

Exponential Rebound in US Economic Growth I am positioning for a robust economic rebound in the second half of the year because of two factors.… Read the rest

Netherlands

NETHERLANDS: No alternative to Rutte’s course

As widely expected, PM Mark Rutte has won the 17 March Dutch elections, gaining a fourth term after a decade in office. Some final district results are still being counted, but it appears that Rutte’s center-right Liberals (VVD) won two additional seats, taking him to 35 members in the 150-seat lower house.… Read the rest

Brazil

BRAZIL: Bolsonaro still in denial as pandemic reaches its worst moment

Brazil has reached Covid-19 global epicenter status, but it is unlikely that President Jair Bolsonaro will change his denialist rhetoric on the importance of mask-wearing, social isolation, or lockdowns. It was hoped that following the re-emergence of former president Luiz Inacio Lula da Silva as a plausible 2022 presidential contender the president would soften his approach to the health crisis and attenuate his rage against governors, the media, and the pandemic itself.… Read the rest

Central and Eastern Europe (CEE)

EUROPE: CEE PULSE

The Covid-19 pandemic is spreading swiftly across the region, and most countries have been forced to introduce strict countrywide or regional lockdowns. Despite soaring infections, the general elections in Bulgaria remain scheduled for 4 April. In the Czech Republic, the parliament is set to hold a final vote on a contentious legislative proposal introducing quotas for domestic food products in retail stores.… Read the rest

Asia

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.

US/CHINA: Commerce Department subpoenas signal Biden approach to China tech

The US Commerce Department served subpoenas to multiple unnamed Chinese technology companies to determine if they pose a national security threat.… Read the rest

Europe

EUROPE: Managing the pandemic – what we are watching

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.

 

Graph of the week

EUROPE: Managing the pandemic – what we are watching 2

France

  • Daily cases have spiked up back to above 24,000.
Read the rest
Tanzania

TANZANIA: Presidential succession legally straightforward, politically messy

Late on 17 March, Vice President Samia Suluhu Hassan announced on state broadcaster TBC that President John Magufuli had passed away from heart complications at a Dar es Salaam hospital. Ending nearly three weeks of speculation over the president’s health and whereabouts, Magufuli’s passing will usher in a political transition, which should be constitutionally straightforward but could be politically messy.… Read the rest