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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February 5, 2021
written by: Dragoman Digest
We examine the PBoC's monetary policy tightening, Laos' development of the Mekong River, the election of Bolsonaro's allies to Brazil's Congress, Myanmar's military coup, the re-confirmation of Trong as General Secretary and the execution of China's largest state-owned asset manager.
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January 22, 2021
written by: Dragoman Digest
We examine China's steps towards preventing another pandemic, a possible spike in FDI in the Gulf in the wake of regional diplomatic deals, China's countermeasures against US sanctions, Biden's appointment of Kurt Campbell and China's growing dominance in Southeast Asia's e-commerce industry.
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January 15, 2021
written by: Dragoman Digest
We examine the cost of China's trade measures against Australia, business scrutiny of Suga's net-zero roadmap, Japan's development of oil reserves in the South China Sea, a hurdle to Biden's united east Asia front against China and the BRI in Myanmar.
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January 8, 2021
written by: Dragoman Digest
We examine the introduction of a carbon trading regime in China, Gojek-Tokopedia's merger and the dynamics of the digital economy in Southeast Asia, Biden's Venezuela policy, NYSE's backflip in delisting Chinese companies, Sweden's rearmament programme and the Afghan-Pakistani border fence.
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December 23, 2020
written by: Dragoman Digest
We examine a possible EU-China investment treaty, Jokowi's ministerial re-shuffle, Iraq's liquidity crisis, India's role in regional vaccine diplomacy, Russia and France's use of troll farms in Africa and an emerging Russia-China alliance.
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December 18, 2020
written by: Dragoman Digest
We examine a cybersecurity breach of US government networks, the impact of fiscal consolidation and increasing image sensitivity on China's BRI investments, AMLO's "hugs, not bullets" public security strategy, a CCP member list leak, India-China tensions and the South Korea-Japan relationship. Download commentary
December 11, 2020
written by: Dragoman Digest
We examine the likely policy priorities of the Biden administration in Latin America, the adoption of emissions targets by US oil producers, the drafting of ESG criteria for Chinese BRI investments, Germany's trade diversification push and the US' shifting focus towards the Indo-Pacific.
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December 4, 2020
written by: Dragoman Digest
We examine the motivation behind China's tech pivot towards Southeast Asia, the emergence of a NATO-style economic alliance against China, the long-term outlook of OPEC, the regulation of Chinese tech giants and and the assassination of Iranian scientist Mohsen Fakhrizadeh.
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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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