The return of inflation has taken a lot of people by surprise, although it should not have done. Worryingly, even central banks have acted quite surprised by the abrupt rise in prices, when they should have expected it.
Continue readingTag Archives: Ukraine
Buy in May and go away?
It looks like the old saying “Sell in May and go away” has just been turned on its head. After cratering for seven weeks, the S&P 500 index ended last week up 6.6%
Continue readingWhy high natural gas prices could benefit democracy
As Russia’s war on Ukraine has disrupted global energy supplies, the focus on renewable and sustainable energy is becoming sharper than ever.
Continue readingRussian war on Ukraine hurts all emerging markets
Besides the immense human tragedy that it has caused, Russia’s brutal attack on Ukraine has also thrown emerging markets back at least a decade in terms of attractivity for investors. It will be hard, if not impossible, for the asset class to bounce back.
Continue readingRussia to fall deep in recession, drag region down: EBRD
Russia will fall into a deep recession following the ruble’s collapse and the sharp decline in the price of oil, and will drag down with it many other countries in the region this year, new forecasts from the European Bank for Reconstruction and Development (EBRD) show.
Turkey becomes the top EBRD investment destination
Turkey is the big winner and Russia the big loser when it comes to investment by the European Bank for Reconstruction and Development (EBRD).
Investors who like to follow the flow of institutional capital would do well to take a look at the development bank’s latest statement regarding its investments in the region.
What to watch for in the Ukraine Russia conflict
The past couple of weeks had been relatively quiet for Russia and Ukraine due to the Russian orthodox Christmas holiday, but this week the rollercoaster started again.
Emerging Europe growth slows sharply
Countries in the region where the European Bank for Reconstruction and Development (EBRD) operates will see their annual growth rate slowing to 1.3% this year from last year’s 2.3%, the bank predicts in its annual transition report.
Demand for loans in Eastern Europe improves
You have to squint to notice it, but it looks like things are finally on the mend in Central and Eastern Europe on the financial front.
Emerging Europe equities fourth quarter outlook
Emerging Europe equities could be a good investment for the last quarter of 2014 for those who are ready to brave the huge risks involved. At least that’s the opinion of analysts and asset managers who are looking at the area.