The year of 2021 was significant for South Africa. It was marked by the largest civil unrest since the end of Apartheid, and it was the first...
South Korea | Victory for Yoon signals domestic and foreign policy shifts
Posted by Lloyd Chan on Mar 11, 2022
Yoon Suk-yeol of the conservative People Power Party was elected as South Korea’s new president on March 9 in a closely contested presidential race....
South Africa | Budget 2022: When the economy’s bottom falls out
Posted by Jee-A van der Linde on Feb 16, 2022
President Cyril Ramaphosa’s State of the Nation Address (Sona) again contained some positive signs of a change in policy direction. The provision of...
Portugal | Costa’s election win offers hope for political stability
Posted by Ricardo Amaro on Feb 1, 2022
Yesterday’s unexpected majority win for the Socialist Party paves the way for greater political stability in Portugal. This will simplify the...
Russia | Geneva stalemate isn’t an endgame
Posted by Tatiana Orlova on Jan 14, 2022
This week’s talks between Russia, on one side, and on the other the US, NATO and the Organisation of Security and Cooperation in Europe (OSCE), have...
Portugal | Messy politics will dent 2022 growth
Posted by Ricardo Amaro on Nov 5, 2021
Political turmoil in Portugal will delay the execution of some EU recovery funding and freeze key stimulus measures planned for next year....
Japan | Kishida chases two elusive ends: growth and redistribution
Posted by Shigeto Nagai on Oct 20, 2021
The pandemic and a fragile political base will provide little room for new PM Fumio Kishida to make drastic changes to economic policy. Our view is...
Germany | Push for carbon neutrality to get limited fiscal support
Posted by Oliver Rakau on Aug 25, 2021
The race to succeed long-term Chancellor Merkel and lead Europe’s largest economy is wide open. But we think Germany will continue its reactive,...