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Topical Thoughts
Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.
A New Republic?
You’d be forgiven for not knowing many of France’s prime ministers. The nation’s political system has in recent history put much more emphasis on a hyper-powerful president, who directs policy to a friendly and aligned National Assembly. This is an oversimplification, but nevertheless a useful practical understanding. It also no longer applies. President Macron’s decision to call a snap election has led to an extremely divided lower house. Any policy agenda, including a much-needed budget, will require negotiations spanning different ideologies. We ultimately think that the French political system, the economy, and financial markets, will cope with the new reality. But the necessary move to a political culture of compromise will see volatility, and the 2027 Presidential election looms large.
Archive
- September 28, 2022 | Decision time for Brazil
- August 19, 2022 | Chile’s new constitution
- August 09, 2022 | Chinas reasonable growth prospects
- August 03, 2022 | Will China’s mortgage crisis be contained?
- July 27, 2022 | The ECB exits negative rates with 50bp hike
- June 30, 2022 | Stablecoins – separating the wheat from the chaff
- June 27, 2022 | Surging commodity prices prove to be a double-edged sword for Latin America
- June 10, 2022 | Pressure mounts on the ECB to act
- January 27, 2022 | Cryptocurrencies are here to stay
- December 21, 2021 | ECB confirms end of PEPP
- November 23, 2021 | ASEAN Reboots
- November 12, 2021 | Evergrande: A canary in the coalmine?
- September 03, 2021 | Implications of the ECB’s strategy review
- June 24, 2021 | NextGenEU: What we know so far
- May 26, 2021 | Japan’s last mile before the Olympics
- May 18, 2021 | Restore, rebuild, reshape
- April 22, 2021 | ASEAN: The resilience of banks
- January 22, 2021 | Off to the races?
- January 14, 2021 | New horizons
- October 07, 2020 | Raising the bar
- September 29, 2020 | Revisiting Australia’s economic model
- September 15, 2020 | The green lining of the COVID-19 crisis
- September 02, 2020 | Japan: ‘Abenomics’ has NOT resigned
- August 03, 2020 | A big step forward in Europe
- December 12, 2019 | Abe’s second arrow is still flying
- October 14, 2019 | Deal or no deal – Brexit deadline is close
- October 11, 2019 | Central banks battle the global slowdown
- October 1, 2019 | ECB delivers but is running out of options
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