4 June, 2021

written by: Dragoman Digest

We examine the implications of the IEA's net-zero 2050 pathway for oil exporters, China's control over processed manganese, the weakening of Indonesia's Corruption Eradication Commission, the legislation of Japan's net-zero 2050 target and the China-EU investment relationship. 

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28 May, 2021

written by: Dragoman Digest

We examine Japan's plans to lift its cap on defence spending, the first official investment commitment to Indonesia's sovereign wealth fund, the release of climate-related financial risk disclosure regulations in the US, the impact of a telecoms deal in Ethiopia and EU climate division. 

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May 21, 2021

written by: Dragoman Digest

We examine the scale of commitment needed to end the pandemic, a COVID-reckoning for Modi's BJP, China's secret occupation of northern Bhutan, policy directives targeting Chinese renewable energy players and the emergence of new political forces in Peru and Chile. 

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May 14, 2021

written by: Dragoman Digest

We examine reservations about Indonesia's sovereign wealth fund, Australian debt and supposed ESG pressures, critical mineral bottlenecks and the energy transition, China's technological decoupling and the potential for a Saudi-Syrian rapprochement. 

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May 7, 2021

written by: Dragoman Digest

We examine the opportunities for vaccine diplomacy presented by India's second wave, infrastructure investment in Latin America, the political impact of the Javad Zarif leak and the conditionality of China's loans to developing nations.

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April 30, 2021

written by: Dragoman Digest

We examine the viability of Turkey's Black Sea megaproject, the likelihood of a multilateral Climate Border Adjustment Mechanism led by the EU and US, the outlines of the EU's Indo-Pacific Strategy, China's plan to bring big tech to heel and a recalibration of Saudi-Iranian relations. 

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April 23, 2021

written by: Dragoman Digest

We examine the efficacy of US climate diplomacy, the limits of US-China cooperation, Italy's tougher line on Chinese investment, the details of the Iran-China Strategic Cooperation Agreement and India's structural reform drive. 

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April 16, 2021

written by: Dragoman Digest

This week we examine the proposed lifting of the retirement age in China, a Russia-China LNG deal, the resurgence of South Korea's conservatives, the Gulf's renewable energy drive and fragmentation in Ecuador and Peru's elections. 

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April 9, 2021

written by: Dragoman Digest

We examine India and Pakistan's tentative moves towards rapproachement, a major chemical merger in China, the escalation of the threat to regional security and multinational LNG project in Mozambique and the integration of US semiconductor chips in China's military capabilities. 

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March 26, 2021

written by: Dragoman Digest

We examine the impact of Israel's attacks on Iranian oil tankers, the political risk of unconventional monetary policy, India's move toward a 2050 net-zero target, President Duterte's post-2022 political plans, a broadening US-South Korea alliance and the impetus for a shift in US industry policy Download commentary

March 19, 2021

written by: Dragoman Digest

We examine the institutionalisation of the Quad, new ESG disclosure regulations in the EU, President Erdoğan's promise to ditch unorthodox monetary policy, Chinese military assets deployed in Asia and signs of a transition toward a greener BRI.  Download commentary

March 5, 2021

written by: Dragoman Digest

We examine the stability risk posed by rising margin lending rates in China, the efficacy of China's carbon market, a US step up in Africa diplomacy, India and China's partial disengagement from the Sino-Indian border dispute and regional power involvement in the Sudan-Ethiopia dispute. 

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February 26, 2021

written by: Dragoman Digest

We examine Bolsonaro's replacement of the CEO of Petrobras, the likely driver of India and Japan's investment in Russia's Far East region, the acceleration of an eastward economic shift, supply chain friction between China and the US, a UK-Japanese partnership and US-China cooperation on climate. Download commentary

February 19, 2021

written by: Dragoman Digest

We examine Saudi Arabia's efforts to supplant the United Arab Emirates as the region's premier business hub, how the extreme weather in the US could favour President Biden's green agenda, Biden's firming China policy, Libya's peace process and the impact of Biden's plans to re-join the Iran nucle Download commentary

February 12, 2021

written by: Dragoman Digest

We examine the drivers of China's greying trajectory, a framework for valuing natural assets, Prime Minister Modi's roadmap for winding back state control of India's economy and the political rationales behind China's new coast guard law. 

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