Tag Ukraine

Ukraine – What will the Long-Term Look Like?

Who really knows what is happening in Ukraine, or what the players are thinking? The long-term economic consequences could be huge, marking the moment the post Cold-War global consensus and order breaks down. The potential consequences include social and political instability, war, famine, and who knows what else.

All Eyes are on Ukraine, but perhaps the market should look elsewhere – to Turkey?

Ukraine has kicked off and its risk-off for markets as the reality there being no effective Western response kicks in. The implications for markets are huge – especially from the global geo-political perspective as nations decide how to play this. Turkey is caught in a classic currency-debt crisis which is now an opportunity for Erdogan and threat for the West and China.