24/06/2024 French markets amid snap elections Political uncertainty can amplify short-term market movements. However, markets tend to recover once the political situation clarifies and the focus comes...
12/06/2024 Geopolitics EU election results and French politics The Talks outlines the outcome of the EU elections, the French political situation, outlook for Europe and France and investment implications.
6/06/2024 Economy & Markets Biden vs Trump: high stakes in US elections This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections.
16/01/2024 Geopolitics DPP wins Taiwan elections: key take-aways for investors A geopolitical understanding of the Taiwan elections and its impact on markets.
11/12/2023 India outperforming in H2 so far Indian stocks seem on track to outperform the US, EM and world equity indexes in H2. In the first week of December, the country’s market capitalisation...
7/04/2023 Economy & Markets Trump indictment: implications for US politics and assets To understand the impact of the recent Trump indictment on US politics and beyond.
10/11/2022 Economy & Markets US mid-term election: no red tide Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout
12/10/2022 Emerging Markets Relaxed financial markets look at Lula’s comeback The first electoral round was won by former President Lula. However, the incumbent, Bolsonaro, performed better than expected.
12/09/2022 Emerging Markets LatAm elections cycles wrapping up: politics and policy tran... LatAm’s dramatic elections calendar that landed three leftist presidents in the Andean region might be two-thirds over, but the political and policy uncertainty...
21/06/2022 Economy & Markets French elections results open a phase of political gridlock The fragmentation of votes into irreconcilable political blocs with no absolute majority creates a political situation unprecedented under the Fifth Republic.
6/05/2022 Economy & Markets French presidential election: Macron’s victory provides cont... The incumbent president’s re-election avoids an unpredictable political phase for France.
26/04/2022 Economy & Markets Macron's re-election is positive for French assets Understanding the outcome, policy and investment implications of the second-round of French presidential elections.
12/04/2022 Economy & Markets French election: markets complacent for Macron victory, but ... Update on the first round of the 2022 French Presidential elections
5/04/2022 Economy & Markets French elections: let the race begin The French 2022 election cycle is starting in the context of the war in Ukraine which favours to the incumbent president.
5/04/2022 Economy & Markets Macron’s 2017-2022 economic policies: predominantly supply-... The first half of Emmanuel Macron’s term (from H2 2017 to the Covid outbreak, in Q1 2020) featured a significant number of “structural” or “supply-side”...
