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The Short Distance To A Global War Scare

The distance to a truly global geopolitical crisis is not as far as most people would think. In recent years, we have seen several regional crises, but not a truly global one – at least, not since 9/...

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Emerging Markets Update

Below is a selection of key financial market stories published in Business Monitor Online over the past week. Global FX Strategy Our overriding FX view is for a stronger US dollar over the long...

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Ukraine Crisis: Global Ramifications

Russia's decision to intervene in Crimea, Ukraine, has several geopolitical ramifications: 1: It demonstrates Russia's willingness and ability to defend its interests militarily in the 'near abroad...

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Big Moves In Emerging Market Currencies

The Chinese yuan has lost 1.6% against the US dollar since end-January, in line with our Asia team's long-held view that multi-year yuan appreciation was not a one-way bet. While the currency is...

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