July 2023

Europe, Middle East and Africa

Spain’s elections fail to produce an outright winner

New elections remain the most likely outcome The PP’s and Vox’s weak performance in Spain's…

Martin BelchevJuly 27, 2023

Latin America

Brazil’s tax reform wins lower house approval

Tax reform is expected to simplify consumption taxes but introduce a high degree of exceptionality…

Cecília GodoyJuly 27, 2023

Asia Pacific

Relief for producers and consumers in India

Producer and headline inflation have been trending down, but some upside food inflation risk remains…

Kinnari GurnaniJuly 27, 2023

Europe, Middle East and Africa

Algeria’s energy outlook appears dimmer in 2024

Export volumes are stagnating as prices fall from 2022 peaks Opportunities in Algeria’s private sector…

Abdalla SalehJuly 27, 2023

Europe, Middle East and Africa

Mirziyoyev’s victory comes as no surprise

More promises are on the horizon, but the prospects for democracy are dwindling Now that…

Nigar JafarovaJuly 20, 2023

Latin America

Rising opposition leaders in Mexico’s political arena

Firms should continue to monitor new developments within the Frente Amplio, particularly Gálvez’s continued rise.…

Mariana ZepedaJuly 20, 2023

Asia Pacific

Thailand’s tumultuous political environment

While the political environment will likely remain turbulent in the coming weeks, the economy will…

Shivank SehgalJuly 20, 2023

Europe, Middle East and Africa

Kenya’s protests will feed an economic slowdown

Plan for muted demand dynamics in Q3 and Q4—but a recovery in 2024 Protests will…

Matthew KindingerJuly 20, 2023

Global

US-China-Taiwan 10-year Scenarios

Protect Your Business from Geopolitical Disruption Taiwan’s future is increasingly on the minds of senior…

FrontierViewJuly 18, 2023

Europe, Middle East and Africa

Tracking Turkiye: Populist spending triggers new inflationary taxes

Companies will see margins come under more pressure with an increased corporate tax, while consumers…

Zeynep KosereisogluJuly 14, 2023

Global

The US and China have resumed meetings

Yet these meetings offer little reassurance to MNCs navigating the most unstable business environment in…

Thomas ZhangJuly 14, 2023

Latin America

Argentina’s net reserves signal vulnerabilities

Given high FX pressures and lower export income, we anticipate net reserves to remain negative…

Rodrigo Eyzaguirre MiragliaJuly 14, 2023

Europe, Middle East and Africa

US champions European LNG

MNCs should carefully monitor developments to account for energy policy shifts throughout Europe, particularly as…

Jon DavenportJuly 14, 2023

Europe, Middle East and Africa

Protests across France ease

Political repercussions of the protests may complicate planning into 2024 Ongoing protests in France should…

Martin BelchevJuly 6, 2023

Europe, Middle East and Africa

MNCs will find opportunity in Iraq

Iraq's parliament has approved the long awaited 2023 budget, with record spending on a public…

Yasmina ZamelJuly 6, 2023

July 2023

Spain’s elections fail to produce an outright winner

Brazil’s tax reform wins lower house approval

Relief for producers and consumers in India

Algeria’s energy outlook appears dimmer in 2024

Mirziyoyev’s victory comes as no surprise

Rising opposition leaders in Mexico’s political arena

Thailand’s tumultuous political environment

Kenya’s protests will feed an economic slowdown

US-China-Taiwan 10-year Scenarios

Tracking Turkiye: Populist spending triggers new inflationary taxes

The US and China have resumed meetings

Argentina’s net reserves signal vulnerabilities

US champions European LNG

Protests across France ease

MNCs will find opportunity in Iraq

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