A comprehensive view of Geopolitical Change/Disruption. This page highlights a small sample of our full coverage.
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Recent Articles

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SEB: Oil prices likely to hit above US$200/barrel if G7 implements plans to cap Russian oil prices; plans could cause Russian production to fall by up to 2 million barrels/day, which would ratchet up pressure on already-stressed oil market

Morgan Stanley forecasts eurozone to fall into mild recession in Q4 amid reduced energy supplies from Russia; economy would contract for two quarters before resuming growth in Q2 2023, driven by surge in investment

World Bank cuts global growth forecast for 2022 by 1.2% to 2.9%; decrease due to conflict in Ukraine, COVID-19 lockdowns in China, supply-chain disruptions and risk of stagflation

Michelin to transfer operations of tire plant in Davydovo, Russia, to local management by end of year after suspending production at plant in March; the facility, with 750 employees, has capacity of 1.5 to 2-million passenger car tires annually

Chinese technology company Tencent announces purchase of 0.72% stake in Flipkart India, equivalent to US$264M; news comes as many Chinese investors have been diluting their stake in the Indian market amid wider anti-China sentiment

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