report March 25, 2021 SOUTHEAST ASIA: The emerging shape of inbound tourism policies through end 2021 As vaccinations have started to proceed apace in many of the region’s top tourism markets in the west, countries are putting more details into their plans for reopening travel. Many of the countries already have existing arrangements to receive returning citizens, investors, teac... Become a member to read the rest of this article Username or E-mail Password Remember... By Bob Herrera-Lim Teneo
report March 25, 2021 PERU: A fight for who will face Lescano? The first round of the presidential election is now 17 days away. Below is a summary of the state of the race, recent key developments, and their implications. Many voters remain uninterested in the election campaign as they grapple with the economic fallout from the pandemic and... Become a member to read the rest of this article Username... By Nicholas Watson Teneo
report March 25, 2021 BRAZIL: Presidential photo-op will not suffice to appease political leaders President Jair Bolsonaro did not restrain his anger when speaking on the subject of the pandemic following the episode of the change at the helm of the health ministry. Since then, he has in fact filed a case at the Supreme Court (STF) against governors that implement curfews to ... Become a member to read the rest of... By Mario Marconini Teneo
report March 25, 2021 EUROPE: CEE PULSE Most Central and Eastern Europe (CEE) countries are struggling to cope with the so-called third wave of the pandemic. The soaring infection, hospitalization, and death rates have forced Poland's government to tighten nationwide restrictions starting 27 March. Ukraine might soon f... Become a member to read the rest of this article Username or E-mail Password Remember Me ... By Andrius Tursa Teneo
report March 25, 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 number of d... Become a member to read the rest of this article... By Andrius Tursa, Antonio Barroso, Carsten Nickel, Luis Cornago Teneo
report March 25, 2021 GERMANY: Hopes for greater post-election spending, the Green edition The budgetary outlook envisages further borrowing this year and in 2022 but promises a return to the debt brake in 2023. Green talk of scrapping the debt brake to allow for major investments contrasts with the party’s inclination to forming a coalition with the fiscally prudent ... Become a member to read the rest of this article Username... By Carsten Nickel Teneo
report March 25, 2021 KOREAN PENINSULA: New administration works to strengthen cooperation with Seoul North Korea fired what appeared to be two short-range ballistic missiles – possibly its solid-fueled KN-23, which it tested multiple times in 2019 – on Thursday, 25 March. The test launches, the first since US President Joe Biden entered office, followed statements from Pyongyang... Become a member to read the rest of this article Username or E-mail Password... By Tobias Harris, Victor Cha Teneo
report March 24, 2021 EU: The external and internal politics of vaccination challenges The strengthening of the EU export restrictions framework does not mean member states will back an extensive use of these powers. Supply issues aside, most member states have been able to deliver the available jabs effectively, but trust issues around the AstraZeneca vaccine mig... Become a member to read the rest of this article Username or E-mail Password... By Antonio Barroso, Carsten Nickel, Luis Cornago Teneo
report March 24, 2021 JAPAN: Suga has no good option as he weighs election timing The Liberal Democratic Party (LDP) held its annual convention for the first time since 2019 on 21 March amid speculation that Prime Minister Yoshihide Suga could call a general election as soon as April. Suga could be tempted as his approval ratings have recovered as the pandemi... Become a member to read the rest of this article Username... By Tobias Harris Teneo
report March 23, 2021 NIGERIA: Tussle over naira devaluation amid grim macroeconomic picture During a foreign-press briefing on 22 March, Finance Minister Zainab Ahmed announced that the government had abandoned the official exchange rate and would instead use the market-based Nigerian Autonomous Foreign Exchange (NAFEX) rate. Although this would constitute the third de-... Become a member to read the rest of this article Username or E-mail Password Remember Me ... By Malte Liewerscheidt Teneo
report March 23, 2021 US/CHINA: Will human rights pressure derail progress on other issues? After a rancorous start, closed-door talks in Alaska between top US and Chinese diplomats But gaps between the US and Chinese accounts of the meeting reflect the formidable political obstacles to repairing relations, especially in Washington. Significant progress towards improve... Become a member to read the rest of this article Username or E-mail Password Remember Me ... By Gabriel Wildau Teneo
report March 23, 2021 ARGENTINA: Kirchnerismo engulfing moderate Peronism While Finance Minister Martin Guzman is meeting with the International Monetary Fund (IMF)’s Kristalina Georgieva today, 23 March, recent events in Buenos Aires provide the best indication of the government’s political and economic direction of travel. Vice-President Cristina Fe... Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot... By Nicholas Watson Teneo
report March 23, 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 23, 2021 TURKEY: Resurgent virus and vaccine worries could put tourism season at risk Yesterday (22 March), Turkey recorded 22,216 new coronavirus cases, the highest daily number since mid-December, as cases continue to rise after restrictions were eased earlier this month. Meanwhile, there are growing concerns about Turkey's ability to secure an adequate supply ... Become a member to read the rest of this article Username or E-mail Password Remember Me ... By Wolfango Piccoli Teneo
report March 22, 2021 ETHIOPIA: Bondholders might be collateral, not target, of restructuring bid International pressure is building on Prime Minister Abiy Ahmed’s administration over the conflict and humanitarian situation in Tigray. Yet Abiy will find it difficult to accommodate key demands, including the immediate withdrawal of Eritrean and Amhara regional forces from Tig... Become a member to read the rest of this article Username or E-mail Password Remember Me ... By Malte Liewerscheidt Teneo
report March 22, 2021 LATAM PULSE This week, Argentina’s slow-moving talks with the International Monetary Fund (IMF) are unlikely to see any new momentum. Security and migration policy in Mexico will be under scrutiny. In Brazil, new emergency coronavirus assistance is coming as executive-congressional tensions ... Become a member to read the rest of this article Username or E-mail Password Remember Me ... By Mario Marconini, Nicholas Watson Teneo
report March 22, 2021 WEEKLY POLITICAL COMPASS A summit of top US and Chinese diplomats produced modest progress. In Turkey, a cabinet reshuffle is expected. EUleaders will meet for a digital European Council. Another general election is taking place in Israel. Meanwhile, the pace of vaccinations is accelerating in China, Slo... Become a member to read the rest of this article Username or E-mail Password... By Teneo Macro Teneo
report March 22, 2021 TURKEY: Policy continuity (for now) The Turkish authorities are busy seeking to reassure investors after the unexpected change of leadership at the top of the Central Bank (TCMB). Yesterday (21 March), the newly appointed Governor Sahap Kavcioglu indicated that the fight against inflation remains a priority and, cr... Become a member to read the rest of this article Username or E-mail Password Remember... By Wolfango Piccoli Teneo
report March 20, 2021 TURKEY: “Erdoeconomics” disciple appointed Central Bank Governor President Tayyip Erdogan dismissed the head of Turkey’s Central Bank (TCMB) Naci Agbal and replaced him with Sahap Kavcioglu, according to a presidential decree published late last night in the official gazette. No official reason for Agbal’s sacking has been given, which was ann... Become a member to read the rest of this article Username or E-mail Password... By Wolfango Piccoli Teneo
report March 19, 2021 US/CHINA: Public theatrics in Alaska may conceal progress behind closed doors A summit of top US and Chinese diplomats in Alaska got off to a rancorous start, with both sides making combative opening statements as cameras rolled. Officials on both sides face pressure to project toughness and nationalism for domestic political audiences, but the dynamic be... Become a member to read the rest of this article Username or E-mail... By Gabriel Wildau Teneo
