Russia & EM Europe
Executive Summary Nuclear Worries Take Center Stage
Rising Risk Of A Nuclear Apocalypse…
Executive Summary Russia Not Prepared To Invade West Ukraine Yet
Imbalance Of Terror (GeoRisk Update…
Russia Accounts For A Third Of EU, UK Natgas Imports…
Executive Summary We look at the Ukraine crisis in the broader context of shocks, what we can learn from them, and how we can incorporate them into our strategy for investment, and life in general. Our high-conviction view is that the Ukraine crisis will be net deflationary, because the…
Executive Summary Russian Stocks Are Breaking Below Their 2008 And 2015 Lows
Russian Stocks Are Breaking Below Their 2008 And 2015 Lows…
Russia: Economic And Financial Isolation…
Executive Summary Hopes of an imminent peace deal between Russia and Ukraine will be dashed. The conflict will worsen over the coming days. As was the case during the original Cold War, both sides will eventually forge an understanding that allows the pursuit of mutually beneficial…
Will Western Sanctions Halt Russia’s Military Operation…
Central Europe: Contagion Or A Existential Threat…
Executive Summary From Nixon-Mao To Putin-Xi
From Nixon-Mao To Putin-Xi…