Not All Winners Are Equal: 2021 EM FX Outliers and Implications for 2022
I explore the 2021 winners and losers among EM currencies, leading into the discussion on which of these performances were appropriate and which...
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Great Game – Israel and Hezbollah headed for war?
Hello and welcome to this week’s Great Game. We have a lot of current geopolitical events to cover, so let’s get to it!Israel and Hezbollah headed...
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Great Game – What will Raisi’s death mean for Iran’s future and the Middle East?
Welcome to this week’s Great Game after an eventful week in Geopolitics. This week we cover four topics: Iranian President Raisi dies in helicopter...
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The low-down on USA’s Russian Uranium Ban
Investors support Patriot, Metals x shareholder attends AGM, Biden signs bill to ban Russian uranium imports, waivers available until 2028, Rosatom...
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Great Game – Why Putin fired Shoigu and Why Biden is going tough on China
Welcome to this week’s geopolitical update, the Great Game. This week we’re covering Putin’s surprise sacking of Defense Minister Shoigu as well...
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