Christine Shields explains how the war in Ukraine could pre-empt a wider political crisis
Our previous piece examined the price implications of higher oil and gas prices resulting from Russia’s invasion of Ukraine. Here we look at the wider consequences on food supply and manufacturing as well as touching on some longer term political risk issues.
Country risk specialist Christine Shields weighs up the longer-term economic impacts of the Ukraine war in this three-part series
Russia’s late February invasion of Ukraine has shocked the world. Not only is the human cost vast, but so are the economic implications. Sanctions are squeezing Russia’s economy and the fortunes of its overseas oligarchs. The consequences for the rest of the world will also be painful. So interdependent now is the world that few places will be immune. Here we take a look at some of the implications of this crisis.
Shoe Zone is a brilliantly run-business, but will that translate into share price upside?
John and Michael explain why investors and traders should always be on the lookout for asymmetric opportunities, review the best and worst of Aim and the … Read more
Life is returning to the leisure sector
The end of Covid restrictions has brought a return to almost normal trading conditions for JD Wetherspoon. In the last three weeks sales are down just 2.6% from where … Read more
Food price inflation is putting the grocery industry under strain
Ocado shares were at the bottom of the heap in London as it became the latest to warn on inflation. “Significant increases in raw materials … Read more
The Ukraine War could be the catalyst for major shifts in the global economic 0rder
Watercooler chat: will the US dollar lose its reserve currency status? A WSJ report yesterday said Saudi Arabia was in talks … Read more
New lockdowns in China send a chill through the market
News of new lockdowns in China, including its third largest city and major port Shenzhen, has sent a new chill through markets. Shenzhen is China’s major … Read more
Rising energy bills are soon to be followed by higher food prices – and the squeeze on living standards may hit the market hard
One hardly knows where to start looking when trying to weigh up the market right now. To pilfer the insights of John Lennon, “The more I see, the less I know for sure.” I guess that’s always true of markets to a certain extent, but now more so than ever it seems.
Can markets continue to defy events in Ukraine, and will Purplebricks ever make any money?
Photo by Wesley Tingey
John and Michael explain why they think there could be much more pain in store for markets, and turn their attention … Read more
