Opinion

Putting concerns about Georgian FDI in context

Eurasianet September 20, 2019

When a major infrastructure project ends, aggregate foreign investment can drop. That doesn’t mean the economy is heading south. Flows of foreign direct investment into Georgia have fallen 54% but that's ok

MACRO ADVISER: Winter debates that will shape the Russian economy and (maybe) politics

Chris Weafer of Macro-Advisory September 19, 2019

Against the backdrop of still weak economic indicators and deteriorating public confidence, the debates amongst senior officials over how to boost activity are intensifying.

COMMENT: Moldovan president’s determination to stop an airport deal appears increasingly misleading

Will Nicoll in Edinburgh September 17, 2019

As a president with questionable allies and commercial partners renews his attacks on the foreign owner of the country’s only international airport, foreign capital takes flight for good.

NEWSBASE: The attacks on Saudi oil infrastructure are the oil industry's 9/11

bne IntelliNews September 16, 2019

The attacks on Saudi oil infrastructure could turn out to be the oil industry’s 9/11. Reacting to the news, JP Morgan said: “Clearly oil assets have been massively mispriced. The assumption that production facilities are secure is wrong."

The Mitteleuropean view: Putin’s Belarusian ace stays in the hole?

Gunter Deuber of Raiffeisen Research in Vienna, Marcus How of Vienneast in Vienna September 10, 2019

Negotiations between Belarus and Russia on deeper economic integration are nearing completion, and the potential for surprises – such as a political or currency union – is expected to diminish.

Stagnation in Russia: how many opportunities are there for international (investment) banks in the rest of the CIS region?

Gunter Deuber of Raiffeisen Research in Vienna August 28, 2019

Russia is not a growing market for international banking and capital market business at present. That's why people like to look for business and deal opportunities in smaller regional markets in the CIS region.

Who’s behind the proposed Turkish buyer of British Steel?

GPW Political Risk August 23, 2019

GPW Political Risk on how the move by a military pension fund unit to acquire the unloved, neglected UK company may have been motivated by Turkish President Recep Tayyip Erdogan’s personal agenda—and he may require a political quid pro quo.

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