Why Russia Should Support OPEC Oil Output Cuts
The rise in Russia-Ukraine tensions has barely distracted investors from the drama unfolding in the oil market. The outcome of the December OPEC...
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Geopolitical Comment: What US Election Results Mean for Emerging Markets
The Democrats’ success in the elections for the Lower House may have implications for a number of emerging market economies. We view it as...
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Monthly Geopolitical Comment: Gloves Come Off
The unfolding trade war and a threat of the new "cold war" between the US and China raise the spectre of a new currency war between them - watch...
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Markets Are Pushing CBR Towards a Hike. CBR Should Stay on Hold
As EM assets remain under pressure, policymakers are increasingly switching into a tightening mode. Central Banks in Turkey, Argentina, India,...
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Rouble Plunges Again Despite Efforts to Contain the Rout. What Is Required to Contain EM Sell-Off?
Russian PM Medvedev is no President Erdogan and has not previously sought to influence central bank policy. Nevertheless, on Thursday 6 September,...
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