Emerging Markets Enter the Perfect Storm
For much of the past year, investors had begun to believe that emerging markets were finally emerging from the shadows of the post-pandemic monetary cycle....
Tag: Bab el-Mandeb
The Middle East’s Great Reordering: War, Energy and the Nuclear Race
The Middle East is no longer experiencing a series of disconnected crises. What initially appeared to be a military confrontation between the United States and...
From Hormuz to the Red Sea: The Global Supply Chain Comes Under Siege
Wars rarely remain confined to the battlefield where they begin. They evolve, adapt and seek new points of pressure. What started as a confrontation over...
The War Has Found a Second Chokepoint
For months, the Strait of Hormuz has dominated the global energy story. Investors have focused on whether Iran could close the passage, whether the United...