report April 1, 2021 BULGARIA: Technocratic cabinet or new vote likely after Sunday’s election Despite poor management of the Covid-19 pandemic, the ruling center-right Citizens for European Development of Bulgaria (GERB) remains the favorite to win the 4 April parliamentary elections. However, an expectedly more fragmented parliament will make it difficult for any party ... Become a member to read the rest of this article Username or E-mail Password Remember Me ... By Andrius Tursa Teneo
report April 1, 2021 EU: German constitutional court probes recovery fund – it is not just noise Germany’s powerful constitutional court is looking into the EU’s pandemic recovery fund. Until further notice, Berlin is banned from completing national ratification, meaning the EU fund cannot come into force. The proceedings could take time; the political desire to turn the fu... Become a member to read the rest of this article Username or E-mail Password Remember Me... By Carsten Nickel Teneo
report April 1, 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 1, 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: People's Bank of China calls on global central banks to avoid “dollarization” of digital curren... Become a member to read the rest of this article Username... By Bob Herrera-Lim, Gabriel Wildau, Tobias Harris Teneo
report March 31, 2021 MALAYSIA: An uncertain election … when it happens The United Malays National Organization (UMNO), the second-largest party in the lower house, announced 28 March that it would be running in the next election independently of its main coalition partner, the Bersatu party of Prime Minister Muhyiddin Yassin. The decision was made u... Become a member to read the rest of this article Username or E-mail Password... By Bob Herrera-Lim Teneo
report March 31, 2021 TURKEY: Sharp rise in infections puts tourism season at risk The government, which relaxed Covid-19 related restrictions a month ago, has been forced to reimpose weekend curfews and reverse the normalization drive as infections continue to surge. The authorities reported 37,303 new cases on 30 March, breaking the country's record of single... Become a member to read the rest of this article Username or E-mail Password Remember Me... By Wolfango Piccoli Teneo
report March 31, 2021 ECUADOR: Signs of late Lasso rally may not be enough against Arauz Andres Arauz remains the marginal favorite ahead of the 11 April presidential run-off vote though the conservative Guillermo Lasso appears to have gained ground. Voter fragmentation and indecision complicate the outlook, as do calls to spoil ballots. The vote pits Lasso’s capaci... Become a member to read the rest of this article Username or E-mail Password Remember Me... By Nicholas Watson Teneo
report March 31, 2021 INDIA/PAKISTAN: A thaw after a long winter? Recent events suggest New Delhi and Islamabad are considering the normalization of relations. India and Pakistan face both geopolitical and economic compulsions. Full diplomatic relations could be followed by a long-stalled South Asian Association of Regional Cooperation (SAARC)... Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Aditi Phadnis Teneo
report March 31, 2021 SOUTH AFRICA: Headline risk in ANC politics Despite months of stalling, the battle to remove ruling party Secretary-General Ace Magashule has inched a step closer towards an outcome. The so-called ‘radical economic transformation (RET)’ faction will create maximum chaos in the interim. The situation will test Ramaphosa’s ... Become a member to read the rest of this article Username or E-mail Password Remember Me ... By Anne Frühauf Teneo
report March 31, 2021 EU/CHINA: CAI down but not out Last week's row between the EU and China has raised doubts about the future of the so-called Comprehensive Agreement on Investment (CAI). Since member states will likely green-light the agreement, the European Parliament remains the key veto player in the ratification process on... Become a member to read the rest of this article Username or E-mail Password Remember... By Antonio Barroso, Gabriel Wildau Teneo
report March 31, 2021 BRAZIL: Feel-good yes-men reshuffle overshadowed by Big Center move President Jair Bolsonaro reshuffled six ministers in his government but not much should change in terms of policy. The Big Center was the main winner of the reshuffle. The pandemic will pose the biggest challenge to the new construct. The ministerial reshuffle on 29 March was i... Become a member to read the rest of this article Username... By Mario Marconini Teneo
report March 30, 2021 MEXICO: New setback for energy sector A reform of the Hydrocarbons Law unveiled late last week marks the latest step in President Andres Manuel Lopez Obrador (AMLO)’s rollback of the 2013-14 energy reform. The bill presented to the lower house on 27 March would grant the government discretionary powers to suspend per... Become a member to read the rest of this article Username or... By Nicholas Watson Teneo
report March 30, 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 March 29, 2021 CHINA: Nationalist backlash over Xinjiang is not necessarily a death sentence Global apparel brands are facing a nationalist backlash over the companies' expressions of concern about alleged mass detentions and forced labor in Xinjiang. Rather than a top-down order to target certain companies, the campaign looks more like an organic response to the broad ... Become a member to read the rest of this article Username or E-mail Password... By Gabriel Wildau Teneo
report March 29, 2021 MYANMAR: Risks increase as junta seems set on breaking protest movement Security forces have intensified their use of force, possibly to break the back of the protest movement. However, there are no signs the standoff will end soon, and a successful crackdown by the junta will result in more isolation. The degradation in the country’s Covid-19 respo... Become a member to read the rest of this article Username or... By Bob Herrera-Lim Teneo
report March 29, 2021 MOZAMBIQUE: Another devastating attack disrupts LNG development Since 24 March, Palma, the northern town closest to Mozambique’s landmark Afungi LNG development, has been under attack by insurgents. As a result, Total has been forced to again suspend work on its USD 20bn LNG development project, just days after announcing a resumption of oper... Become a member to read the rest of this article Username or... By Anne Frühauf Teneo
report March 29, 2021 WEEKLY POLITICAL COMPASS China is boycotting Western apparel brands. Myanmar’s military junta is acting more violently against protesters. Ratification of the EU’s pandemic recovery fund is on hold in Germany. In South Africa, the ruling party's leadership faces a showdown between factions. Chile’s April... Become a member to read the rest of this article Username or E-mail Password Remember Me ... By Teneo Macro Teneo
report March 29, 2021 LATAM PULSE This week, Peru sees a series of televised debates between the presidential candidates ahead of the 11 April first-round election. In Mexico, energy policy will again be the subject of legal challenges, this time centering on the downstream sector. President Andres Manuel Lopez O... Become a member to read the rest of this article Username or E-mail Password... By Mario Marconini, Nicholas Watson Teneo
report March 26, 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: Domestic vaccinations accelerate, but vaccine diplomacy hits snags After a slow start, China's ... Become a member to read the rest of this article Username or... By Bob Herrera-Lim, Gabriel Wildau, Tobias Harris Teneo
report March 25, 2021 CHINA: Signs of disagreement over monetary tightening and housing bubble risks There are signs of disagreement among policymakers about how much to tighten monetary policy, with an influential voice warning that excessive tightening could trigger a sharp drop in housing prices. The proper role of monetary policy in restraining housing speculation has been ... Become a member to read the rest of this article Username or E-mail Password Remember... By Gabriel Wildau Teneo
