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Colombia local elections to test anti-Petro sentiment

Location:

COLOMBIA

While only sub-national positions will be contested, results will be influenced by economic and security matters at both local and national levels and, to some degree, by public…

Fading support for Ukraine will affect EU policymaking

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EU

This suggests a growing disconnect within European society from the realities of the war and a decrease in the perceived threat posed by Russia. This outcome reflects heightened…

Asia ‘ex-China’ investment will struggle for traction

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ASIA

There is sizeable demand for financial assets and products in Asia that exclude China. However, investor expectations that the US Federal Reserve (Fed) will not cut interest rates…

Political strife may hit business sentiment in Vietnam

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VIETNAM

The government statement announcing the news alluded to “violations” and “shortcomings” that adversely affected public opinion and the CPV’s reputation. Thuong became president on…

Strikes will increase political pressure on Rabat

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MOROCCO

There have been protracted negotiations following strikes by teachers last year. Concerns over continued disruption to education and possible contagion to other sectors are…

China will remain a key investment destination

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CHINA

A crackdown by the authorities on foreign multinationals operating in China, via an amended anti-espionage law, and tightening data control have emerged as considerable…

Egypt’s Israeli ties will persist despite war

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EGYPT

It hosted an international conference on October 21 to promote diplomatic efforts to that end, and as the humanitarian crisis deepened, officials have ratcheted up their rhetoric…

Commercial property poses risks for narrow focus banks

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EUROPE

Banks in larger EU states are heavily exposed to European and US CRE markets, which have further to fall in 2024. Writedowns are underway, dealing a blow to sentiment and harming…

Turkey’s policy uncertainty will worry investors

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TURKEY

The limited rate hike (annual core inflation is running at 47%) has undermined foreign investors’ hopes that President Recep Tayyip Erdogan’s new economic team would be free to…

Lebanon will bargain for more Syrian refugee returns

Location:

LEBANON/SYRIA

The country’s economic crisis and the Christian community's demographic fears have increased anti-refugee sentiment, which politicians weaponised around the May 2022 elections. In…