Europe Key Analysis

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Crisis: Likely To Stop With Crimea

Russia's decision to assume de facto control of Crimea over the weekend has substantially raised political risks in Ukraine. While our core view is that Russia will consolidate control in Crimea and...

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Views Update: Bearish Gold

We have entered a bearish gold view into our commodities strategy table, targeting a move down towards US$1,200/oz over the coming months. This would represent a decline of 9.9% from current levels.

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Will Russia Invade?

We still believe direct military aggression by Russia in Ukraine is unlikely at this stage. However, we cannot completely rule it out, particularly if the violence between Ukrainian and ethnic...

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Gas Leverage A Possible Russian Tool

Russia has a considerable lever on Ukraine through the gas it supplies to the country. Given that Russia has on two occasions used gas supply cuts as a political leverage on Ukraine, the current...

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Costa Coffee Targeting South East Asia

Costa Coffee, the UK's leading coffee house chain by number of outlets, is becoming increasingly important to owner Whitbread, which also has interests in the hotel sector. Costa continues to more...

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Energy To Keep External Deficit Wide

Despite a sharp slowdown in domestic demand, Turkey's current account deficit will remain uncomfortably high in 2014 at 6.0% of GDP due to relatively inelastic demand for imported energy. Turkey will...

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