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Russia-Ukraine
Geopolitics
Get ready for important inflexion points
We face a period of turbulence in global security affairs as well as in finance
March 30, 2023
Semiconductor
Russia is getting around sanctions to secure supply of key chips for war
Russian imports in general have largely returned to their pre-war 2020 levels.
March 05, 2023
Geopolitics
Russia’s war with Ukraine has dragged on for a year. Amid the stalemate, Putin might give peace a chance
Amid the stalemate, Putin might give peace a chance
February 09, 2023
Geopolitics
War in Ukraine to transform global energy markets
The global economy will fragment further as Russia shifts trade away from Europe and towards China and India.
February 09, 2023
Geopolitics
What happens when the guns fall silent?
The reintegration of Russia into the global economy and financial system will be difficult
February 09, 2023
Global Economy
Global growth to be as weak next year as 2009, IIF forecasts
“Our base case is that fighting drags on into 2024, given that the conflict is ‘existential’ for Putin.”
November 25, 2022
Geopolitics
Eight things to watch for as global leaders meet in Bali
G20 summits invariably happen with at least one crisis burning
November 13, 2022
Russia-Ukraine crisis
Russia resumes Ukraine grain-export deal in abrupt reversal
Chicago wheat futures were down 6.7% as of 2.10 pm London time, the most since March.
November 03, 2022
Environmental, Social and Governance
Can Japan learn to love nuclear power again?
Japan was previously a staunch, if initially unlikely, proponent of nuclear power
August 25, 2022
Russia-Ukraine crisis
EU raises pressure on Russia, targeting oil and biggest bank
"This will be a complete import ban on all Russian oil, seaborne and pipeline, crude and refined."
May 04, 2022