Eurasia / Opinion

ING: Sticky inflation risks force CEE central bankers to keep on hiking rates

Valentin Tataru chief economist for Romania at ING, Peter Virovacz Senior Economist in Hungary at ING, Leszek Kasek is the Senior Economist in Poland at ING, Rafal Benecki is the Chief Economist in Poland at ING November 12, 2021

Disruptions in global value chains continue to weigh on Central and Eastern Europe, and the Delta variant is blurring the outlook for the fourth quarter. Record high inflation can no longer be written off as temporary as rates rise across CEE.

THE VIEW FROM MITTELEUROPA: German traffic light coalition could worsen frictions with CEE

Marcus How and Gunter Deuber in Vienna November 1, 2021

A new centre-left government in Berlin could help create a two-tier Europe, especially if it promotes rule of law penalties.

Perspectives | Russia’s (not so free) trade agenda

Aruzhan Meirkhanova for Eurasianet October 19, 2021

Recurring import bans by the Russian agricultural watchdog attest to a problem with Moscow’s idea of free trade.

OPINION: Afghanistan’s neighbours recast refugee finance formula

Gary Kleiman of Kleiman Intl Consultants Inc October 16, 2021

Neighbouring markets could be tapped as part of the global refugee fundraising effort, and bridge the tens of billions of dollars annual gap in UN appeals.

ING: Winter is coming… and so is further volatility for energy markets

Warren Patterson Head of Commodities Strategy at ING in Holland October 10, 2021

Energy prices have seen significant strength recently. European gas prices have rallied 94% during September, taking them to record levels. Oil and coal have also strengthened.

Immaturity of Azerbaijan’s numerous political parties means transition to bipartisan system not yet in reach says top ReAl official

Javid Agha in Baku October 7, 2021

Not much is heard in the West from opposition parties in the South Caucasus country. There are plenty of them, but “immaturity” means none have made a big breakthrough, says ReAl official Natig Jafarli.

AFC CAPITAL: Uzbekistan’s capital markets entering Phase II

Scott Osheroff October 6, 2021

Phase I re-rating has seen listed equities go from “never should have been so cheap” to now value-oriented and buttressed by strong profit growth profiles.

Avoiding water bankruptcy in the drought-troubled southwest: What the US and Iran can learn from each other

Mojtaba Sadegh & Ali Mirchi & Kaveh Madani, & Amir Agha Kouchak October 2, 2021

Iranians have learnt the hard way that water shortages cannot be mitigated only by increasing water supply – it’s also important to manage water demand.

Uranium: what the explosion in prices means for the nuclear industry

Edward Thomas Jones & Danial Hemmings, & Simon Middleburgh September 28, 2021

The primary fuel for nuclear plants was sliding for much of the 2010s, with no signs of a major turnaround. Yet since mid-August, prices have surged by around 60% as investors and speculators scramble to snap up the commodity.

Perspectives | Will international law help resolve the Karabakh conflict?

Kamal Makili-Aliyev for Eurasianet September 24, 2021

A case filed by Armenia against Azerbaijan in the International Court of Justice could have significant implications for the conflict. And it carries risks for both Armenia and Azerbaijan.

ING: ECB’s push for net-zero carbon will grow ESG credit

Timothy Rahill Credit Strategist at ING in Amsterdam, Jeroen van den Broek Global Head of Sector Research at ING in Amsterdam September 24, 2021

In the push for reducing carbon, significant investment will be necessary, and in turn, funding will be required. This will provide growth for the credit market, and in particular for anything associated with ESG.

Chinese geneticists link Kyrgyz to Pakistanis, while raising thorny ethical questions

David Trilling for Eurasianet September 14, 2021

The DNA was collected in western China’s police state, Xinjiang. Could the subjects have said no without fearing retribution?

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