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Maintain Vigilance On Ukraine

So far, the crisis in Ukraine has broadly followed the core scenario we outlined in early March, with Russian military activity contained to the Crimean peninsula, the threat of sanctions limited to...

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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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Japan - Forced To Take The Nuclear Option

The future of Japan's nuclear energy sector looked highly uncertain following the 2011 Fukushima disaster, but BMI now believes that the high cost of imported fuel will force the country to bring...

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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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