Global Forecast (10-25-2021)


A major lapse of the ‘ASEAN way,’ COVID-19 spreads in China , and Evergrande lives to fight another day.

High Oil Prices Add to Emerging Market Currency Woes


High oil prices are just the latest headwind to bear down on emerging markets.

Default Looms as Evergrande Tests China’s Real Estate Sector

cc Chorzinghuam 2, modified,

The next chapter of the Evergrande saga is set to begin over the weekend.

China’s Belt and Road Initiative and the Indo-Naga Conundrum

cc Narendra Modi, modified,

Political reconciliation with the Nagas is one of several obstacles in New Delhi’s quest for greater regional connectivity.

SNAPSHOT: No Relief for Natural Gas Prices in Europe


Natural gas prices have skyrocketed in Europe since July, and they continue to defy gravity heading into the winter.

Egypt Looks to Trade, Manufacturing for Future Growth


Cairo is moving to situate itself at the heart of the post-COVID global trade order.

Want a Tesla? The Guinea Coup Might Make It More Expensive


Aluminum prices have been spiking in the wake of the Guinea coup, with likely pricing consequences for electric vehicles down the road.

India’s Act East Policy: Warning to China or Flawed Strategy?

CC Presidencia de la República Mexicana, modified,,_Narendra_Modi_(27277251430).jpg

Modi’s Act East Policy has boosted naval capacity and morale, but fallen short on overland connectivity and trade promotion.

Will Ukraine Survive as an Independent State?

Hetman Bohdan Khmelnytsky's triumphal entry to Kyiv in 1648, cc, modified,

A brief history of Ukrainian sovereignty shows how historically fragile it has been.

Inflation Comes to Global Food Prices


Food insecurity risks are increasing as food prices rally across-the-board to close out 2021.

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