Portugal
Exclusive Three scenario's for EU-China relations
Tensions between the EU and China have increased considerably since end-2020. Sanctions have been imposed on both Chinese and EU officials, the ratification process...
Coronavirus likely to push Eurozone economy into recession
We expect the coronavirus to pull the Eurozone economy into a recession. For the year 2020 growth is projected to fall to around 0.2%. Yet a worse-case scenario is now...
Portugal: Continuing down the road of fiscal consolidation
Portuguese elections (October 6) are likely to be won by Prime Minister Costa’s Socialists. Costa’s ability to maintain fiscal prudence as a policy cornerstone will...
Exclusive Portugal: Continuing down the path of fiscal consolidation
Prime Minister Costa’s Socialist Party (PS) is expected to win the October 6 election by a wide margin. The most likely scenario is a minority Socialist-led...
Exclusive Portugal: a story of resurrection, but not without lingering risks
Portugal has come out of the euro-crisis better than some of its (southern) European peers. Going forward, we expect domestic demand to remain the driving force...
Exclusive Buy It or Build It: Understanding M&A and Capex in the Southern European Cold Chain Market
The market in southern Europe is delivering mixed signals for cold chain operators.