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Euro-area activity will slow sharply or even contract

Location:

EU

The euro-area is highly exposed to the fallout from the Ukraine war, and higher commodity prices for a longer period will squeeze the disposable incomes of households and firms…

Vietnam will be wary of getting too close to China

Location:

VIETNAM

Vietnam has a policy of ‘cooperation and struggle’ towards China. The two sides have robust economic ties, but there are long-standing political and cultural tensions between them.

Sanctions-busting role of cryptos is limited, for now

Location:

INT

The United States, EU and their allies fear cryptos offer a loophole through which Russia will evade Western sanctions. However, these fears are likely overblown in the short…

Attacks on Russian refineries will cause oil shortages

Location:

RUSSIA

The rising frequency of drone attacks is raising the risk of oil product shortages within Russia. Already Western sanctions on the supply of spare parts had made the maintenance…

Russia has limited leverage in Chinese-US tensions

Location:

RUSSIA

It sides with Beijing in areas that invite Western criticism, both global matters and Chinese domestic policy. It is more circumspect on China's neighbourhood ambitions, as it has…

Dutch vote could upset EU's Ukraine policy

Location:

NETHERLANDS

This does not mean reimposing pre-Schengen border controls, Dijkhoff said. However, last September, mobile patrols initiated random checks for smugglers and those ineligible for…

Prospects for Russian foreign policy in 2018

Location:

PROSPECTS 2018

Prospects for Russian foreign policy in 2018.

Graphite market imbalance will grow in the 2020s

Location:

INTERNATIONAL

Price rises were underpinned by higher-than-expected steel production, requiring additional graphite for the industrial process. Prices were also supported by fresh environmental…

Militarisation will cause rising distortions in Russia

Location:

RUSSIA

Record levels of defence spending have led to surging demand for inputs used to manufacture military equipment, driving up output across various sectors. However, evidence of…

Net neutrality will shape US internet infrastructure

Location:

UNITED STATES

Live sports is the most profitable part of the television industry. Its place as part of cable TV packages has prevented many US households from switching to lower-cost…