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EU/UK financial trading risks need close monitoring

Location:

EU/UK

Hedge funds are systemically important participants in financial markets and their preference for leverage amplifies their impact, especially when interest rate changes prompt…

Russia’s car industry will struggle to recover

Location:

RUSSIA

Russia’s full-scale invasion of Ukraine and subsequent Western sanctions caused a severe crisis in the automotive sector. Supply chains were severed, output collapsed and exports…

Competition in the AI value chain will be fierce

Location:

INT

This follows a similar launch by Databricks, a cloud-based AI data management platform. Companies along the AI value chain are increasingly launching new GenAI models to funnel…

Russian LNG sales will be stymied by a lack of tankers

Location:

RUSSIA

Russia’s gas export strategy is predicated on the rapid growth of liquefied natural gas (LNG) exports. Following the collapse of pipeline gas sales to Europe, Russia’s plans to…

TikTok bill will widen US-China rifts

Location:

US

This act would ban TikTok in the United States unless its Chinese owner, ByteDance, sells the video-sharing app within 180 days of the legislation becoming law. TikTok is a…

Ukrainian grain dispute is likely to drag on

Location:

UKRAINE

A glut of Ukrainian agricultural products has driven down prices in neighbouring countries, prompting several governments to impose unilateral import bans. Protests by Polish…

Nigeria's 2024 budget projections are likely untenable

Location:

NIGERIA

Defence and security get the largest sectoral allocation at NGN3.25tn, followed by education at NGN2.2tn and health and infrastructure, each at NGN1.33tn. However, the budget is…

US retail media advertising expenditure will multiply

Location:

UNITED STATES

Although the growth rate reverted to trend following the 35% growth seen during the pandemic-related e-commerce surge in 2021, digital advertising now accounts for three-quarters…

Argentina stabilisation plan will prove challenging

Location:

ARGENTINA

With Milei now predicting six months of stagflation and up to two years to reduce inflation from triple digits, dollarisation appears to have been shelved. Instead, he seems…

Exclusion will undermine Brazil’s carbon market plan

Location:

BRAZIL

While this could help decarbonise the country’s industry and attract investments in offsetting projects, the exclusion of the agriculture and livestock sector from the…