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Latest publications
Argentina: Agreement Still Far Away, Busy Summer
( 4 mins read ) The International Monetary Fund mission left Argentina last weekend. The official statement published on Friday by the Washington-based organization suggests that an agreement between the two parties is still distant. In its very particular language,
EUROPE: CEE PULSE
( 4 mins read ) A “soft lockdown” in Bulgaria could trigger new public protests and weaken the ruling party ahead of the March 2021 parliamentary elections. Hungary and Poland are aligning their positions ahead of tough negotiations with the
KENYA: Political incentives remain juxtaposed to budget consolidation
( 5 mins read ) Controversial constitutional amendments proffered with the Building Bridges Initiative (BBI) will necessitate a public referendum by mid-2021. The referendum will effectively be a high-stakes test-run for the presidential election slated for August 2022. The political
SOUTH AFRICA: NEC unlikely to resolve its Ace problem
( 4 mins read ) An ANC National Executive Committee (NEC) meeting this weekend will probably fail to resolve the thorny issue of whether Secretary-General Ace Magashule should step down over corruption charges. Magashule’s fight against a suspension will provide
Lippo Malls Indonesia Retail Trust: Sponsoring the Sponsor
( 6 mins read ) Summary Geography Indonesia Sector Real estate investment trust Credit rating B1/NR (Moody’s/S&P) Report date 23-NOV-2020 Executive Summary Since our 28-May initiation report on Lippo Malls Indonesia Retail Trust (LMIRT)’s two perpetual bonds (LMRTSP 6.6%
EUROPE: Managing the pandemic – what we are watching
( 6 mins read ) 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
Time is priceless but has a steep cost
( 22 mins read ) While some countries, including Sweden and United states, have eschewed national lockdowns over the past nine months or so the vast majority have adopted unprecedented measures to deal with a once in a century
BRAZIL: Weaker post-municipals Bolsonaro still main 2022 contender
( 4 mins read ) President Jair Bolsonaro’s to-and-fro strategy in the municipals failed but his future hinges mostly on his capacity to govern. The elections showed a flight to the center, away from extremes to the Right or the
The US After Trump And COVID
( 7 mins read ) Step 1: Identify Macro Themes What Will The US Look Like After The 2020 US Elections And The Second Wave of COVID? Step 2: Fundamental Economic Framework Surge In Cases Not Just An Artifact of