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yangon

Myanmar’s new Companies Act – What to Expect?

Sources have confirmed to Pozières Consulting that we can expect to see the proposed modernisation of Myanmar’s Companies Act submitted to parliament in the first session of 2017. The current Companies Act 1914 is outdated and cumbersome forcing more than 80% of businesses in Myanmar to exist in the informal economy. The Act of 1914 is however built upon British... [ more ]

18 Jan 2015, Algeria --- Ain Salah southern Algeria near the capital on 2000 km and its inhabitants refuse to exploit the shale gas on March 8, 2015. (Photo by Billal Bensalem/NurPhoto) --- Image by © Billal Bensalem/NurPhoto/Corbis

The new challenge of the Algerian economy

The Algerian economy is faltering after years of oil-driven economic bonanza. Within OPEC, Algeria, perhaps more than other of its oil-producing members, is experiencing the fallout of declining oil prices. Now, more than ever, the Algerian government must take this significant development to restructure and strengthen its economy. External factors Firstly, American energy independence looks likely to trigger the next... [ more ]

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Unrest in Myanmar: ISIS or Rhetoric?

Recent unrest in Myanmar’s Rakhine State which has seen more than 44 deaths since a police outpost was attacked on the October 9, has been linked to an apparent rise in Islamic inspired militancy according to the Myanmar government. Government officials went on to express fears that a new insurgency led by members of the Rohingya Muslim minority was gaining strength.... [ more ]

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Brazil’s ongoing political crisis

The current situation in Brazil is something totally peculiar and unique in the history of the country. The country is currently facing a severe economic crisis with a GDP retraction of 3.6% in 2016, the worst recession in the country´s history. However, the real peculiarity is with the unprecedented political crisis that Brazil finds itself in. Such a situation generates... [ more ]

evo

Bolivia: Resource Nationalism on the Ground

In 2006, Bolivia elected its first ever indigenous president, Evo Morales, who was quick to denounce external interference in national affairs. This included foreign economic interests in the country. Strategic natural resources – natural gas, oil and water – were brought under state ownership and declared the dominion of the people of Bolivia in a new constitution in 2009. Yet... [ more ]

egypt

Egypt’s Economic Reforms: A Political Risk Assessment

In August 2016, Egypt has agreed a 3-year $12bn loan with the International Monetary Fund to restore its ravaged economy. The loan will be contingent on significant reforms and is expected to be followed by money from the World Bank and African Development Bank. The technocrat government led by the president Abdel Fattah El-Sisi has already been taking structural measures... [ more ]

aung

Myanmar’s Path to Federalism

As the Panglong Conference gets underway this week in Myanmar, an initiative spearheaded by State Counselor Aung San Suu Kyi to bring peace and national reconciliation to Myanmar after decades of ethnic separatist civil wars, many analysts are considering what potential scenarios might arise from the conference and what it could mean for investment in the country. Despite the excluding... [ more ]

rtsa1y

Troubles Ahead for Brexit and Northern Ireland

A cursory walk down the streets of central Belfast reveals a city in revival. Bustling pedestrian walkways provide access to numerous bars and cafes all thrumming with office workers enjoying a pint on their lunch break. Extravagant graffiti, once viewed as provocative and inflammatory, have largely been appropriated and adopted as part of the city’s charismatic charm. Not far from... [ more ]

chinese

China the Reluctant Superpower

The opening ceremony of the 2016 Olympics in Rio brought back memories of the 2008 opening ceremony in Beijing, a monumental occasion that, for many, marked the rise and rise of China. For much of the last decade the narrative was generally that of a zero sum game where the rise of China as a superpower would be at the... [ more ]

Turkey

Turkish Expropriation

Yesterday saw the Turkish stock market fall more than 7% in response to last weeks failed Coup attempt. The cost of insuring against a default on Turkish government debt based on five-year credit default swaps rose 22bp as investors took stock of underlying political risks in the country. Piotr Matys at Rabobank told FT.com that “We expect Turkish assets to... [ more ]