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The Short Distance To A Global War Scare

The distance to a truly global geopolitical crisis is not as far as most people would think. In recent years, we have seen several regional crises, but not a truly global one – at least, not since 9/...

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Can Renewable Energy Light Up Africa?

Electrification rates in Sub-Saharan Africa are the lowest in the world, and many governments in the region are turning to renewable energy as a means of providing the power needed for both economic...

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Argentina: Can Another Crisis Be Avoided?

We've long viewed Argentina as characterised by unorthodox economic policies and an unattractive investment climate. That said, we've highlighted in recent months that the country appears to be...

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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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