Day: April 7, 2021
Emerging Markets

MACRO: Policy responses to Covid-19

Below is our weekly summary table on the health and economic policies that selected governments around the world are implementing to counter the fallout from Covid-19. The updated table includes information about each country’s vaccination strategy. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in more detail.… Read the rest

Politics

SOUTH KOREA: Parties look to next year as Moon suffers by-election defeats

The opposition People Power Party (PPP) won landslide victories in mayoral by-elections in Seoul and Busan, as well as other local races, on Wednesday, 7 April. These results mark the first major victories by conservative forces after a wilderness period following the impeachment of former president Park Geun-hye and the election of Moon Jae-in in 2017.… Read the rest

Emerging Markets

PHILIPPINES: Is there daylight between Duterte and the military on China?

  • The word war between Philippine and Chinese officials will not result in any immediate increase in risk from the Philippine side.
  • However, the main unknown — and the key variable — is whether the developments of the past two weeks may be signaling a policy gap between President Rodrigo Duterte and Defense Secretary Delfin Lorenzana regarding the current dispute.
… Read the rest