How the CIS-4 are navigating global trade tensions
A look at the implications of US trade wars and tariffs on the CIS-4 economies: Armenia, Azerbaijan, Kazakhstan, Uzbekistan
Re-assessing the commodity-FX relation
The rally in commodities has benefited G10 commodity FX more than EM FX so far, due in part to the UST sell-off. Looking ahead, long term undervaluation…