At the Corridors of Power: Markets and Geopolitical Developments
The proxy war between the Kingdom of Saudi Arabia (KSA) and Iran is intensifying and our fear is that it may ignite a regional conflict with far-reaching global consequences, especially if Russia and the US take opposite sites. The two Middle Eastern countries have...An Initial Look at Key Indicators for 2018: Could the Upswing Continue?
For this week’s commentary, we have chosen to look at three important indicators which could shape up the markets’ trajectory in 2018. We will start with the US which continues to be the locomotive of the markets’ direction. We are of the opinion that capital...Electric Vehicles and Market Penetration: Investment Implications
In this week’s commentary, we opted to discuss electric vehicles (EVs). We are of the opinion that EVs present good opportunities for investment consideration. Such investments could look into at least two segments, namely the manufacturers and the materials that are...Financial Stability and Business Cycle: Cicero on Risk Migration, Exogenous Shocks, and the Twin Engines
Resilient and liquid financial markets are essential to keeping the global economy going. A decade ago payments systems and capital markets seized up almost everywhere and a year later the world was facing a financial and economic abyss. The magnification of credit...Sign Up for Our Publications
