report April 15, 2021 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. CHINA: Huarong debt distress is a new test of implicit guarantees Foreign investors are worried that C... Become a member to read the rest of this article... By Bob Herrera-Lim, Gabriel Wildau, Tobias Harris Teneo
report April 15, 2021 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 France - The seven-day a... Become a member to read the rest of this article Username... By Andrius Tursa, Antonio Barroso, Carsten Nickel, Luis Cornago Teneo
report April 15, 2021 EMERGING MARKETS: Covid-19 Vaccination Strategies and Challenges Our Covid-19 vaccination table includes updated information on the immunization strategies selected EMs are pursuing and the challenges they face. Below are some of this week's key developments. Please do not hesitate to contact us if you want to discuss any of the countries ment... Become a member to read the rest of this article Username or E-mail... By Teneo Macro Teneo
report April 15, 2021 FRANCE: Race to break Macron-Le Pen duopoly unlikely to be solved before Q4 The recent announcement by former Labor Minister Xavier Bertrand that he would run in the 2022 presidential election has done little to clarify who will be the center-right's main candidate. The upcoming regional elections to be held on 20 and 27 June are unlikely to solve the is... Become a member to read the rest of this article... By Antonio Barroso Teneo
report April 15, 2021 RUSSIA: Sabre-rattling might prove counterproductive for Moscow The proposed US-Russia bilateral summit might help deescalate tensions in eastern Ukraine but will not bring a political solution to the conflict in Donbas. Moscow’s saber-rattling appears counterproductive on the international front but could provide a temporary respite at home.... Become a member to read the rest of this article Username or E-mail Password Remember Me ... By Andrius Tursa Teneo
report April 15, 2021 BRAZIL: Congress and the Supreme Court raise the accountability bar Both Congress and the Supreme Court moved to demand greater accountability from the Bolsonaro government on the handling of the pandemic. The Big Center is not satisfied with how the government has been reciprocating its support. The worsening of the pandemic is likely to produc... Become a member to read the rest of this article Username or E-mail... By Mario Marconini Teneo
report April 14, 2021 THAILAND: Unaccustomed population struggles with rising case numbers Thailand is facing its worst increase in cases since the start of the pandemic. Public apprehension is noticeably higher compared to the December-February spike. A continued worsening through the last week of April could result in the reimposition of movement and business restri... Become a member to read the rest of this article Username or E-mail Password Remember... By Bob Herrera-Lim Teneo
report April 14, 2021 INDIA: Government lifts restrictions on vaccine imports as pandemic spreads The Narendra Modi-led National Democratic Alliance (NDA) has lifted all restrictions on imports of vaccines from anywhere in the world so long as they have been declared safe for use by the drug regulators of that country. In doing so the government is throwing to the wind notion... Become a member to read the rest of this article... By Aditi Phadnis Teneo
report April 13, 2021 LATAM PULSE This week, Peru’s vote count continues to determine who will the face the radical leftist Pedro Castillo in a June presidential run-off vote. In Mexico, Congress is likely to proceed with another plank of President Andres Manuel Lopez Obrador (AMLO)’s energy reform rollback. Ecua... Become a member to read the rest of this article Username or E-mail Password... By Mario Marconini, Nicholas Watson Teneo
report April 13, 2021 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 cont... Become a member to read the rest of this article Username or E-mail Password Remember Me... By Teneo Macro Teneo
report April 13, 2021 CHINA: Alibaba penalty heralds new era of antitrust enforcement China's anti-monopoly regulator fined online retailer Alibaba a record Rmb18bn (USD 2.8bn) for preventing merchants from selling on rival platforms. After a decade of laissez-faire, Chinese regulators appear poised to impose tighter antitrust regulation on other dominant interne... Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Gabriel Wildau Teneo
report April 13, 2021 PERU: Heading towards an antagonistic campaign and a polarizing run-off With 95.8% of votes tallied following the 11 April first-round presidential election, Pedro Castillo of the hard left Peru Libre (PL) party is on 19.18%, followed by Keiko Fujimori of Fuerza Popular (FP) on 13.27%. Close behind are the ultra-conservative Rafael Lopez Aliaga with ... Become a member to read the rest of this article Username or E-mail... By Nicholas Watson Teneo
report April 13, 2021 UK: Playing for time on Scottish independence A second Scottish independence referendum is not the base case after the 6 May regional elections. PM Boris Johnson is likely to strike down respective demands by referring to the pandemic, trying to win time until after the next UK general election. A conversation about constit... Become a member to read the rest of this article Username or... By Carsten Nickel Teneo
report April 12, 2021 TURKEY: Multiple policy challenges from all directions A massive surge in daily coronavirus cases will force the government to tighten restrictions during the Muslim holy month of Ramadan (starting on 13 April). Meanwhile, Ankara’s almost exclusive reliance on the Sinovac vaccine is becoming a major liability due to supply and effic... Become a member to read the rest of this article Username or E-mail Password... By Wolfango Piccoli Teneo
report April 12, 2021 WEEKLY POLITICAL COMPASS Chinese vaccines are in the spotlight. Japan’s PM will visit US President Joe Biden. The race for the Merkel succession is heating up further in Germany. Diplomatic efforts will attempt to prevent an escalation of the conflict in eastern Ukraine. Guillermo Lasso will be Ecuador’s... Become a member to read the rest of this article Username or E-mail... By Teneo Macro Teneo
report April 12, 2021 ECUADOR: Lasso thwarts revival of left-leaning populism but going will be tough Former president Rafael Correa (2007-2017) suffered a resounding defeat yesterday, 11 April, as his proxy presidential candidate Andres Arauz lost to the conservative former banker Guillermo Lasso in a run-off vote. With 98% of votes counted, Lasso of the center-right Creating Op... Become a member to read the rest of this article Username or E-mail Password Remember Me... By Nicholas Watson Teneo
report April 9, 2021 EUROPE: CEE PULSE Bulgaria started a government formation process, which will likely prove challenging and may result in an early general election. Romania’s three-party coalition government is experiencing its first crisis since coming to office in December 2020. On Wednesday, 21 April, Russian P... Become a member to read the rest of this article Username or E-mail Password Remember Me ... By Andrius Tursa Teneo
report April 8, 2021 VIETNAM: Central Committee has chosen the next set of leaders No major surprises took place at the national assembly vote the past week on the country’s next set of leaders. The elevation of party insider Pham Minh Chinh as prime minister signals more of a focus on administrative changes, rather than economic policy. FDI and export-led ind... Become a member to read the rest of this article Username... By Bob Herrera-Lim Teneo
report April 8, 2021 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: Washington imposes new export controls on Chinese supercomputing companies The US Commerce D... Become a member to read the rest of this article Username or E-mail... By Bob Herrera-Lim, Gabriel Wildau, Tobias Harris Teneo
report April 8, 2021 NETHERLANDS: No alternative to Rutte’s course Caretaker PM Mark Rutte is under pressure after surviving a no-confidence in parliament last week. A motion of censure was passed, accusing Rutte of misleading parliament over his attempts to sideline an MP – the same MP who had uncovered the benefits scandal that triggered the g... Become a member to read the rest of this article Username... By Carsten Nickel Teneo
