Research Highlights
Recent Research
The highlights below are Recent Research from Eurasia Group
Global Political Risk Index January 2014
Global Political Risk Index: Insights from Eurasia Group.
Global Political Risk Index: Insights from Eurasia Group.
2014年の世界10大リスク (Top Risks 2014 (Japanese))
2014年の世界10大リスク (Top Risks 2014 (Japanese))
2014年のトップリスクの日本語版要約は、こちらをご覧下さい。
EUROPE/AZERBAIJAN/GAS: The TAP pipeline decision will drive further European integration
3 July 2013: The selection of the Trans Adriatic Pipeline (TAP) over Nabucco West to deliver gas from the Shah Deniz project in Azerbaijan to customers in Southern Europe is primarily the result of geopolitical considerations. For Eastern and Central European countries that hope to reduce their dependence on Russian gas, the setback to Nabucco will complicate this goal. The construction of additional interconnectors and pipelines will now become the highest priority for the EU to bring Azerbaijan gas to other parts of Europe.
US/IMMIGRATION: Immigration bill remains likely to become law this year
28 June 2013: More than 2/3 of the Senate voted to pass comprehensive immigration reform yesterday. While it is unclear precisely how the House will proceed, there are a variety of pathways toward passage. We continue to believe that there is a 60% chance a final comprehensive overhaul is signed by the president this year.
TUNISIA: Constitution likely to be adopted by late 2013, delaying elections until next year
27 June 2013: We expect the new constitution to be adopted by October by a 2/3 majority of the Constituent Assembly, thus avoiding a referendum. The next elections will take place in the first half of 2014, when a coalition led by Ennahdha is likely to face a heterogeneous anti-Islamist center-left bloc. As for security, the authorities' stance towards Salafists and Jihadists has hardened, but political violence is likely to continue to pose a threat.
IRAN: Looming sanctions will complicate US approach to Rowhani, and could affect markets early next year
27 June 2013: While the US is trying gauge whether President-elect Hassan Rowhani will ease tensions on the nuclear issue, new sanctions that take effect on 1 July will at least modestly strain US-Iran relations. Meanwhile, a bill that would require removal of significant additional volumes of Iranian crude from the market is likely to pass the House in July; though the Senate is unlikely to move quickly, House passage would harm prospects for diplomacy. The US will probably engage Iran in diplomacy for the remainder of 2013: if a deal is reached, some Iranian volumes will probably come back on line; however, if talks fail, the US will likely seek to take additional Iranian crude off the market.
CHILE: Corporate tax rate set to rise under likely Bachelet administration
27 June 2013: Leading presidential candidate Michelle Bachelet presented the details of her tax reform proposal last week, which includes raising the corporate tax rate from 20% to 25% following last year's 3% hike. Bachelet is strongly favored to win the election, along with a slim majority in congress, and will likely prioritize tax reform in order to pursue structural education reform. More broadly, popular demands for better public services will maintain pressure on officials to increase spending; concerns about quality of living will also drive environmental challenges to power generation and mining projects.
Previous - 1 - Next