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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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Will Russia Attack Ukraine?

In line with many observers, we do not expect Russia to invade Ukraine. However, we cannot completely rule out some form of military action by Russia, if the tense situation between Ukrainians and...

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Ukraine On The Brink

The situation in Ukraine is worsening, amid reports of dozens of people having been killed in clashes between security forces and protestors. The three-month old uprising appears to be reaching a...

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