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Emerging Markets: Testing Times In 2015

Emerging markets face testing times. Key themes for 2015 include currency weakness, the return of sovereign debt risk, and the ramifications of a new era for oil prices. Russia's crisis will rumble...

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OPEC's Decision: Global Implications

Our expectation that OPEC would coordinate modest cuts in production has not played out, with the group deciding to maintain the 30mn b/d ceiling and let the markets take their course. Our risk...

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A New Cold War?

The Russia-Ukraine conflict this year and the celebrations over the weekend marking the 25th anniversary of the fall of the Berlin Wall have rekindled memories of the Cold War. Many are asking...

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Oil Prices Could Fall To USD60 Per Barrel

Brent crude oil prices have tentatively broken below USD90/bbl, alongside continued weakness in equity markets and US dollar strength. We believe that a move to USD60/bbl is possible within the next...

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