Brazil and the future of Amazonia bonds
Brazil is gradually building its reputation in sustainability financing following its USD 2-billion issuance of sovereign green bonds in 2023.
The Trump effect on Brazil’s economy
Donald Trump’s return to the White House has raised concerns over renewed US protectionism and sustained high interest rates, boosting demand for the dollar and to the detriment of emerging market currencies, including the Brazilian real.
A breakthrough for Indian bonds
Indian government bonds have been included in two major bond indices globally. Will this attract more investments into the economy?
Japan rising from negative interest rates
Japan’s central bank exited its negative interest rate regime in March 2024 amid prolonged economic stagnation which led to its dethronement as the world’s third biggest economy.
China confronts a new tariff war
Trade tensions between China and the US appear headed for the worse with the imposition of a 100 per cent tariff on China-made electric vehicles and a vow from President-elect Donald Trump to impose more when he returns to power.
Will Trump’s tax cuts fix the US middle-income squeeze?
Returning US President Donald Trump has vowed to reduce income tax rates further for both individuals and corporates and plans to plug the revenue hole by collecting enlarged import tariffs.
Malaysia invests in developing GVCs for future growth
Malaysia wants to be a regional leader in manufacturing with high growth and high value. A new industrial master plan seeks to boost integration into domestic and global value chains and attract more foreign investments.
What Japan’s interest rate hikes mean for international trade and investment
Japan’s negative interest rate regime has come to an end as the BOJ becomes ready to explore conventional monetary policies to combat inflation and a weak yen.
Navigating Uncertainty: The US Presidential Race and Its Impact on Brazil-US Relations
Brazil faces potential economic shifts depending on the outcome of the US election in November 2024. From trade policies to currency stability, the result of the presidential race will affect Brazil’s economy.
Re-assessing the US Budget Deficit
The US budget deficit will remain large and growing over the next decade regardless of the outcome of the presidential polls. Sooner or later, the US may again enter a high-interest rate environment that will exacerbate the fiscal gap.