Insights

Dear Clients, The release of some positive news on the vaccine front in November was especially constructive for the emerging and frontier markets in our ICRG coverage. Given concerns among many about the feasibility of storing the vaccines developed by Pfizer and Moderna (which require extremely Read Entire Entry

The threatened collapse of the five-year political partnership of the populist-conservative PiS and two further-right parties, UP and Agreement, has been averted the conclusion of a new coalition agreement that will apparently see PiS leader Jaroslaw Kaczynski take a more active role in government, Read Entire Entry

Some of the risk items on our analysts’ minds this month include a detailed report on Norway – the risk profile of which has suffered considerably the pandemic began given virus’ impact on global growth and oil demand. We also look at the risks facing investors in Belgium which has the Read Entire Entry

The October 2020 edition of INVESTIR: Insights from the International Country Risk Guide is now available. From rising incidents of civil disorder to new mobility restrictions. Governments take on additional debt and search for funding sources, as we present the latest winners and losers in Read Entire Entry

Dear Clients, The breadth of the global pandemic has widened in recent weeks with countries such as France and Germany imposing fairly strict new national lockdowns. The spread is occurring in other parts of the continent, with the EU and its neighbors (more…) Read Entire Entry

Although there is little imminent risk of Emmanuel Macron feeling compelled to call a snap election before the expiration of the Parliament’s five-year term in 2022, political headwinds are strengthening as France faces (more…) Read Entire Entry

Although Vietnam has thus far weathered the COVID-19 health crisis with limited loss of life, a surge of infections in Da Nang in July highlighted the dangers of complacency at a time when the ruling CPV is preparing for a change of leadership (more…) Read Entire Entry

PRS’ coverage of the Americas this month includes a fully revised report on El Salvador and an update on Guyana, where a protracted political crisis was finally resolved in early August by a court ruling upholding the validity of an election recount that determined the opposition People’s Read Entire Entry

The September 2020 edition of INVESTIR: Insights from the International Country Risk Guide is now available. From currency controls in Argentina, to Italy’s plebiscite; almost war between Armenia and Azerbaijan, to Zimbabwe’s FX regime; democratic sentiment in Indonesia, to Lebanon’s Read Entire Entry

Dear Clients, Several years ago, political risk specialists began to make clear the diminishing separation between the pitfalls of investing in developed versus emerging markets.  For some time the risk premium/burden fell squarely on the shoulders of the sovereigns of the emerging world given Read Entire Entry