India: when will the next Asian Tiger awake?

Country risk specialist Christine Shield explains why investors should treat tales of India's untapped opportunity with caution

Photo by Raghu Nayyar

India has long been seen as a land of opportunity - hugely populated, with favourable demographics, and with a long climb to lift many of its 1.4bn people out of poverty. Yet somehow it never quite reaches its full potential.

Will it now do so and finally overcome a host of structural shortcomings? Will its political ambivalence over the Ukraine war turn the west against it so that yet another opportunity is missed? Or will it be some mix of the two?

Here we explore the latest economic situation and attempt to look ahead into the medium and longer term.

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The Ukraine war: an industrial squeeze

Christine Shields explores the conflict's less publised economic effects on global industry

Photo by Chris Ried

In our two previous pieces on the impact of the war we looked at oil and gas first, then food. We mentioned the sharp surge in nickel prices that necessitated trading to be suspended. Other metals have also jumped sharply in price and some supply problems are causing firms to pull out of specific sectors.

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The Ukraine War: Commodity contagion

Christine Shields explains how the war in Ukraine could pre-empt a wider political crisis

Photo by Darla Hueske

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.

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The economics of the war in Ukraine

Country risk specialist Christine Shields weighs up the longer-term economic impacts of the Ukraine war in this three-part series

Photo by Maria Lupan

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.

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