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Notes from the field
Post-covid supply chains – reshoring vs resilience
Bringing Far East production closer to home may not be the most cost-effective or practical solution.
Russia’s hold on European gas market challenged
LNG imports and Azeri pipeline look set to lessen Europe’s dependence on Russian supplies, potentially limiting Moscow’s political and economic influence over the region.
Europe struggles to salvage Iran nuclear deal
American sanctions leave Europe unable to offer Iran the economic support it demands for compliance.
As Uzbekistan comes in from the cold, foreign investors eye opportunity
Once closed and restrictive, the Uzbek economy is opening up though political change seems a distant prospect.
Pademic redrawing global investment landscape
Covid-19 expected to trigger plunge in foreign direct investment and reinforce protectionist policies among leading recipients.
Russia’s ‘National Projects’ in need of a lift
Keynesian stimulus programme has been beset by delays and the private sector’s reluctance to get involved.
Putin may struggle to keep his western neighbours close
Russian president’s attempts at consolidating his ‘near abroad’ might have the opposite effect.
Zimbabwe and the sanctions myth
Alaco challenges Harare's claim that investor reluctance to engage with Zimbabwe is due to international sanctions.
Bolsonaro controversies mask economic progress in Brazil
Investors welcome the Brazilian president’s ambitious reform programme but worry about his apparent disdain for the environment.
Political and economic shock triggers interest in Bitcoin
The currency’s new-found low volatility strengthens its ‘digital gold‘ credentials.
—Notes from the field