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For investors and businesses, doing business and investing in frontier and emerging markets is all about assessing risk, and pricing it.  In some ways, risk is in the eye of the beholder, and risk premia differ depending on who is doing the pricing.  But to be able to price risk, one first needs to understand […]
In many Arab and muslim countries and communities worldwide, tomorrow marks the beginning of the holy month of Ramadan.
Russians have a bracing midwinter tradition of cutting a hole in the ice and plunging into the icy water beneath. That is what has just happened to US/Russia relations. They were bad before, but President Biden’s televised remark last week that President Putin is “a killer”...
China-bound export growth accelerated in the latter half of 2020; in 2019, 40% of the top US-destined exporting firms in China were from Taiwan. To escape dependence, Taiwan’s long-standing electronics intermediates trade with China may need to be re-routed.
Environmental, Social and Governance (ESG) criteria have become increasingly important in global investment markets in recent years. Some $40 trillion, more than a quarter of total professionally managed assets, is now in funds that have overt ESG objectives.