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Latest
Argentina: Watch Out for the Summer!
Econviews
January 25, 2021
ITALY: Giuseppe Conte: From prime minister to mere spectator
Teneo
January 25, 2021
LATAM PULSE
Teneo
January 25, 2021
WEEKLY POLITICAL COMPASS
Teneo
January 25, 2021
PERU: What matters ahead of April presidential vote
Teneo
January 25, 2021
ITALY: The clock is ticking for Prime Minister Conte
Teneo
January 22, 2021
SOUTHEAST ASIA: Malaysia, Indonesia struggle to contain Covid spikes before CNY
Teneo
January 22, 2021
Argentina: Diluted stabilization plan
Econviews
January 21, 2021
EUROPE: CEE PULSE
Teneo
January 21, 2021
BRAZIL: Crucial House election will be late nail-biter and hold agenda hostage
Teneo
January 21, 2021
MEXICO: Unpredictable AMLO to complicate bilateral relations with US
Teneo
January 21, 2021
EUROPE: Managing the pandemic – what we are watching
Teneo
January 21, 2021
MACRO: Geopolitical implications of the new US administration
Teneo
January 21, 2021
EMERGING MARKETS: Covid-19 Vaccination Strategies and Challenges
Teneo
January 21, 2021
KOREAN PENINSULA: Biden will likely face early challenge from North Korea
Teneo
January 20, 2021
EMERGING MARKETS: Covid-19 Vaccination Strategies and Challenges
Teneo
January 20, 2021
US/CHINA: Last-minute Trump actions leave Biden with tough choices
Teneo
January 20, 2021
GREECE: Lockdown relaxed amid growing concerns about toll on the economy
Teneo
January 20, 2021
MACRO: Policy responses to Covid-19
Teneo
January 20, 2021
JAPAN: Suga, under fire as Diet reopens, seeks new powers to combat pandemic
Teneo
January 19, 2021
LATAM PULSE
Teneo
January 19, 2021
WEEKLY POLITICAL COMPASS
Teneo
January 19, 2021
CHILE: Latest developments in presidential race
Teneo
January 19, 2021
VIETNAM: Central Committee has chosen the next set of leaders
Teneo
January 19, 2021
ITALY: Conte likely to battle on
Teneo
January 19, 2021
ITALY: Minority government next?
Teneo
January 18, 2021
Dollar – Diversification, rotation and valuations
4X Global Research
January 18, 2021
Argentina: What if There is No Agreement with the Fund?
Econviews
January 18, 2021
INDIA: Vaccination drive kicks off amid economic and political challenges
Teneo
January 17, 2021
3D Printing
Llewellyn Consulting
January 15, 2021
NETHERLANDS: Rutte’s resignation may work out politically
Teneo
January 15, 2021
CUBA/VENEZUELA: What lies ahead under a Biden presidency
Teneo
January 14, 2021
CHINA: New virus outbreak threatens economic recovery and vaccine diplomacy
Teneo
January 14, 2021
ITALY: Confusion and posturing dominate while PM plays for time
Teneo
January 14, 2021
EUROPE: Managing the pandemic – what we are watching
Teneo
January 14, 2021
Editor's Picks
US/CHINA: Last-minute Trump actions leave Biden with tough choices
Teneo
January 20, 2021
( 6 mins read ) The Trump administration announced a flurry of coercive policies against China in its final days, in an apparent effort to lock the Biden administration into a confrontational stance. This note lists the recent actions – several of which were previously flagged – along with forecasts on whether President Joe Biden
INDIA: Vaccination drive kicks off amid economic and political challenges
Teneo
January 17, 2021
( 4 mins read ) 16 January will see the first phase of inoculation of 300 mn frontline Covid-19 fighters. Vaccines will likely be available to those who want to jump the queue – but at a cost – in a few weeks. As emergency economic measures run their course, fiscal and monetary problems will
The Biden Agenda Unleashed
SOM Macro Strategies
January 6, 2021
( < 1 min read ) Related Reports Six Risks to the Post‐Coronavirus Recovery ASIA: Biden reassures Asian allies while stressing new areas for cooperation MIDDLE EAST: Biden will not turn on US partners in the region JAPAN: Abe’s resignation leaves successor to face a challenging policy agenda JAPAN: Abe’s resignation leaves successor to face a
MIDDLE EAST: Neighbors mend fences with Qatar
Teneo
January 5, 2021
( 3 mins read ) Qatar signed an agreement with Saudi Arabia, the United Arab Emirates, and the other Gulf Cooperation Council states to mend a 3 and half year old rift. This agreement is more of a ceasefire than a peace agreement, and tensions will continue to simmer. Today, 5 January, in Saudi Arabia,
TURKEY: Covid-19 vaccination program likely to fall short of its targets
Teneo
January 5, 2021
( 5 mins read ) The government’s planned Covid-19 vaccination program appears set to fall short of its targets and potentially add to the damage that its often confused response to the pandemic has already caused to its credibility. On the logistical front, it is still unclear how the vaccination program will be administered. The
MEXICO: Early steps on vaccination belie challenges to come
Teneo
January 5, 2021
( 3 mins read ) The government is touting its achievement as the first Latin American country to begin vaccinating its population against Covid-19; the first vaccinations of frontline medical personnel started on 24 December using the Pfizer-BioNTech vaccine. The government has also signed a series of large-scale vaccine contracts, including with AstraZeneca, CanSino Biologics,
CHINA/EUROPE: Investment pact is economic win for EU, political win for Beijing
Teneo
January 5, 2021
( 5 mins read ) Following seven years of negotiation, Beijing and Brussels concluded negotiations on an EU-China Comprehensive Agreement on Investment (CAI) on 30 December. Beijing’s willingness to accept a relatively one-sided deal reflects China’s concern to avoid international isolation and decoupling amid the ongoing transition in the US. The politics around the deal
JAPAN: Suga on the defensive as government prepares new state of emergency
Teneo
January 4, 2021
( 5 mins read ) Prime Minister Yoshihide Suga held his first press conference of the year on Monday, 4 January, in which he indicated that his government is considering declaring a state of emergency as early as Thursday, 7 January. Suga’s handling of the pandemic has contributed to a sharp decline in his popularity,
INDIA: An uptick in the economy and Indian vaccines eclipsed by farmer protests
Teneo
January 4, 2021
( 3 mins read ) Farmer protests, which laid siege to New Delhi in early December and grow by the day, could not have come at a worse time for the Narendra Modi-led Bharatiya Janata Party (BJP) government. Everything was heading in the right direction: the economy seemed to be turning the corner with expectations
The Year Of COVID: Retrospective of My 2020 Trades
SOM Macro Strategies
January 1, 2021
( 8 mins read ) As one dog said to the other, “it’s been a long seven years.” That dog year equivalent to human years captures the twists and turns of 2020 as every month seemed like an entire investing year. My trade recommendations in 2020 reflected those rapid shifts from riskon to risk-off, having
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