Regional coverage from Latin America to Asia-Pacific, Africa, the Middle East, and emerging Europe. Analysis organized by geography to track institutional developments where they happen.
Monroe Doctrine 2.0 Meets Economic Reality in Latin America Secretary of State Marco Rubio stared at the intelligence brief. Argentina’s Javier Milei—Trump’s ideological soulmate who campaigned on dismantling ties with Beijing—had just quietly extended Argentina’s $5 billion currency swap with China. Three days earlier, on December 5, Rubio’s own National Security Strategy had declared a … Read more
Juncture Policy Brief | November 20, 2025 | 15-min read Executive Summary When Colombia’s finance minister chose a $2 billion grid financing from a private equity–backed insurer over cheaper Chinese and DFI options, the decision wasn’t about a few basis points on the coupon. It was about speed, balance sheet optics, and political timelines. The … Read more
By Juncture Policy | October 13, 2025 | Updated November 15, 2025 Dutch Economic Minister Vincent Karremans faced a choice that would have triggered international sanctions if made by a developing country leader: invoke emergency powers to seize operational control of a foreign-owned semiconductor company. On October 13, 2025, he did exactly that—taking control of … Read more
Indonesia’s investment coordination team faces a critical Q1 2025 decision. Samsung and LG are among several major electronics manufacturers allocating billions for Southeast Asian battery component facilities, and both Jakarta and New Delhi are competing aggressively for anchor investments in this wave. The challenge isn’t just offering competitive incentives—it’s demonstrating that Indonesia possesses the institutional … Read more
Policy Brief By Juncture Policy ResearchOctober 12, 2025 Following the October 10, 2025 impeachment of Dina Boluarte, José Jerí was sworn in as Peru’s seventh president since 2018, facing an immediate investor relations problem at 12:47 AM. His predecessor governed with a 4% approval rating. According to Peru’s National Police, reported extortion cases rose more … Read more
Executive Summary Mexico is betting $52 billion in trade flows and 320,000 manufacturing jobs that protectionism can become a USMCA bargaining chip. The Sheinbaum administration just imposed tariffs up to 50% on 1,463 product categories—90% targeting China—in the boldest trade move since NAFTA. This calculated policy fundamentally restructures North American trade dynamics through what we … Read more
Policy Brief | Reading Time: 7 minutes Author: Walter Guevara Update (November 12, 2025) Since this analysis was published, events have validated rather than contradicted our framework. The IMF approved Argentina’s $20 billion Extended Fund Facility in April 2025 with $12 billion immediate disbursement. Mid-year reviews documented “rapid disinflation, solid economic recovery, and incipient improvements … Read more
Executive Summary Peru’s decade-long educational reform cycle—from ambitious implementation (2014-2015) to recent reversals (2024-2025)—offers critical insights into the sustainability challenges facing structural reforms in emerging markets. Despite initial technical success, the collapse of supporting political coalitions has undermined transformative changes in higher education quality standards and teacher career frameworks. This case illuminates the fundamental tension … Read more
Executive Summary Mexico is implementing its most significant protectionist shift in four decades, imposing tariffs up to 50% on 1,463 product categories worth $52 billion in annual imports. This calculated policy targets Chinese manufacturing while positioning Mexico strategically for the 2026 USMCA review—a high-stakes gambit that fundamentally restructures North American trade dynamics. Key Takeaways: Legislative … Read more
Executive Summary While Brazil confronts democratic backsliding concerns, Argentina cycles through economic crises, and Chile faces constitutional upheaval, Uruguay maintains steady governance that approaches European institutional standards. The country’s $22,000 per capita GDP and 79.2/100 institutional quality score create a regional stability premium demonstrating the compounding returns of pragmatic governance and democratic continuity. However, small … Read more