Emerging Markets: Elections Calendar 2012
Here is an update on the heavy elections calendar for Emerging Markets in 2012!
- Presidential election of Putin
- Xi Jinping new top China official
- Taiwan Strait tensions could increase
- New presidents in Mexico and Korea?
- The end of Chavez?
- One step at a time in Egypt
The political cycle is always a key risk factor, especially in Emerging Markets and especially in economic downturns.
The Election calendar for 2012 is heavy and includes China, Russia, Mexico, South Korea, Taiwan, Venezuela, Hong Kong and Egypt.
Elections Calendar 2012
We do not see any major risks in the big emerging economies – China and Russia – and hence the heavy election calendar is unlikely to weigh on investor perception of Emerging Markets in general.
Elections in Mexico, South Korea, Taiwan and Egypt could give birth to new leadership and may affect markets. The next president in Mexico may facilitate more investment in the oil industry. The next president in Taiwan may favour more independence from China. The next president in Egypt will struggle to unite the people.
Read the full report below!