Articles

DRC-Rwanda Conflict Scenarios: Large-Scale Conflict Remains Unlikely, But Rapprochement Not On The Cards

Country Risk / Congo, Dem. Rep. / Mon 26 Feb, 2024

Key View

  • We anticipate that tensions between Rwanda and the Democratic Republic of the Congo (DRC) will remain elevated in the near term, but we maintain our core view that direct conflict between Rwandan and Congolese forces is unlikely.
  • Less likely scenarios include limited conflict between the two states, as well as a broader regional
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Bangladesh Cotton Use Faces Multiple Headwinds In 2023/24

Agribusiness / Bangladesh / Thu 22 Feb, 2024

  • We expect cotton consumption in Bangladesh to remain subdued in 2023/24 at 7.8mn bales, a 1.3% y-o-y increase compared to 2022/23 and 11.4%  lower than the peak of 8.8mn bales reached in 2021/22.
  • Factors that have weighed on cotton demand in Bangladesh and are expected to continue to do so in 2023/24 include macroeconomic challenges, energy
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Monthly Commodities Strategy: February Sees Losses For Most Sub-Asset Classes, Except Agri Softs, Rice And Oil

Commodities / Global / Thu 22 Feb, 2024

Commodities have displayed a weak performance over January-February 2024 in general, with more sub-asset classes seeing price declines in the year-to-date than not. In the main, renewed US dollar strength as markets continue to push back expectations for US Fed rate cuts has pressured commodities priced in the greenback, while positive supply

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