Strategy Note /
Israel

Israel's fragile new government

  • New government vulnerable: only 51% of Knesset, spans left and right, and 2-state and annexation ends of policy spectrum

  • Netanyahu (if he survives corruption cases) and Likud party will likely exploit coalition splits (eg on settlements)

  • Short term, first budget since 2019 a priority, likely no change on Iran. Long term, rise of ultra-orthodox inevitable

Israel's fragile new government
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
14 June 2021
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