Russia Financial Markets Blogs

Russia-NATO Baltic War Scenarios

BMI Research regularly carries out scenario analysis of 'low probability-high impact' events that fall outside our core forecasts, yet would be a tremendous shock to the international system if they...

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Maintain Vigilance On Ukraine

So far, the crisis in Ukraine has broadly followed the core scenario we outlined in early March, with Russian military activity contained to the Crimean peninsula, the threat of sanctions limited to...

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Big Moves In Emerging Market Currencies

The Chinese yuan has lost 1.6% against the US dollar since end-January, in line with our Asia team's long-held view that multi-year yuan appreciation was not a one-way bet. While the currency is...

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