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Macro Insights

Compiling and contextualizing key macro and geopolitical events, business stories and data points to help tune into (market) trends/signals and eliminate the noise.
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Russia Trip Report - Economic Insights and Other Titbits (Part 3)
Major western retailers and fast-food chains head for the exits while local brands step in
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Pyramids and Pagodas
Russia Trip Report - Economic Insights and Other Titbits (Part 2)
Chinese manufacturers stepping in to get Muscovites from A to B amid sanctions
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Pyramids and Pagodas
4
Russia Trip Report - Economic Insights and Other Titbits (Part 1)
Notes on the current state of play for air travel in Russia and China on my journey to Moscow
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Pyramids and Pagodas
2
The Looting Machine – An Insightful Read into the Shady World of Resource Extraction in Africa
Unveiling the Dark Side of African Investment: Tom Burgis' Cautionary Tale of Local Powerbrokers and Multinationals
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Pyramids and Pagodas
Will the Recent Pivot in Turkey’s Monetary Policy Halt the Lira’s Downward Spiral?
Interest rate hikes provide tentative relief for investors disappointed by the country’s anti-climactic growth story, but deeper and more painful…
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Pyramids and Pagodas
2022 Roundup and Key Trends Going Forward
Saudi Arabia Accepts “the Chinese Bid”; Xi and Partners Paving the De-Dollarization Path
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Pyramids and Pagodas
Overview and takeaways on Chinese commercial activity in the Middle East and beyond #9
1 Sep - 30 Sep 2022
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Pyramids and Pagodas
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