Rating agencies have downgraded Russia’s debt to junk status, and Russia has issued its latest coupon payment on dollar-denominated bonds in rubles. Should Russia default on its sovereign debt, can we expect contagion throughout emerging markets similar to that...
In recent years the EU and Canada have enacted bold legislation to ban single-use plastics. Is the EPA under the Biden administration likely to follow suit? Can we expect the US to engage in international plastics agreements going forward? Geoff O. FORMER US DIPLOMAT...
When do you expect the current chip shortage to ease? What are the main drivers of prolonged shortages, and why will they ease over this timeframe? Luke C. PRINCIPAL ENGINEER AT A SEMICONDUCTOR MANUFACTURER Oregon, USA The overall shortage of chips should ease...
Given Jacob Zuma’s recent arrest: What under-covered developments should investors be focused on? Does the government have control of the ensuing unrest? What actions can it take to stabilize things in the near term? Morgane M. INDEPENDENT CONSULTANT...
Which three emerging market economies and governments are most susceptible to mounting inflationary pressures over the next three months? Elizabeth M. MANAGING PARTNER AT A LEADING EMERGING MARKETS RESEARCH PROVIDER Virginia, USA The three “investable”...
