Ukraine Views

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European Energy Grip Loosening

Russia's economic and political influence in Europe is in decline as its grip on Europe's energy markets diminishes. While the country will remain a major supplier of European energy for the...

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Corn To Drive Long-Term Export Growth

We see downside risks to our 2013/14 wheat production forecast for Ukraine as heavy rains across most of the country substantially delayed the harvest. On the other hand, we maintain our corn...

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Regional FX & Fixed Income Strategy

Our Spain-over-Italy 5-year credit default swap (CDS) view, initiated on July 31, was underpinned by our belief that political risk in Italy was inadequately priced into fixed income markets. However...

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BlackBerry Crumbles And Goes Private

BlackBerry has agreed to be acquired by one of its largest individual shareholders in a deal that values the business at just US$4.7bn. Canadian insurance company Fairfax Financial Holdings Ltd -...

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