Russia

Fed, USD, China roils, Oil rocks: Emerging-Frontier Equity Monthly – September

Uranium's price surge sparks emerging market opportunities

Eastern Europe EM's equity vulnerable after rallying despite Russia-Ukraine War

Ukraine: Q2 growth print keeps GDP warrants on track

Kosovo-Serbia simmers again but may expose Russia's limits in its periphery

Ukraine support at risk from US, Poland, Slovakia elections

Regional Fixed Income Market Watch, August 2023

Regional Fixed Income Market Watch, July 2023

BancTrust & Co. Africa Daily Comments 21 September 2023

India-Canada spat driven by domestic politics, minimal asset price impact likely

Azerbaijan reasserts military superiority in Nagorno-Karabakh

Oil price spike implies China is not in the doldrums

Frontier Daily, 13 September: Zambia, DomRep rally, losses in Ecuador, Armenia

Tight global fuel supplies pose a risk to transport costs in East Africa

Morocco earthquake: Human tragedy, not an economic disaster

G20 summit: India’s diplomatic spectacle versus real impact

Food prices dip overall but spike in Rice after India ban another warning sign

Oil: Saudi and Russia cuts rolled over, $90 oil is a problem for poor importers

IMS Daily Brief - 06-09-2023

Frontier Daily, 5 September: Venezuela up 20.9% since our Buy, EMFX losses

Frontier Daily, 1 September: El Salvador extends rally, losses in Ukraine, Gabon

Russia's overseas military operations to continue as before

China: The end of an era leaves EMFX fragile

For Whom the BRICS Toll

BRICS enlargement sounds dramatic – it is not