Dollar strength raises emerging market asset risks

Trends including US tightening and the Ukraine invasion fallout are strengthening the dollar and pressuring EM assets

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Nearby Ukraine will weigh on Central European assets

War in Ukraine is adding to Central Europe’s inflation, exchange rate and current account difficulties

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Kazakhstan's leadership is dealing with a difficult neighbourhood as well as concerns about instability at home

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The outcome of China's real estate credit crunch is of keen interest to major players at home and abroad

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If foreign firms leave for good, the government plans to keep their local businesses running; quite how is unclear

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A combination of Western sanctions and Russian capital controls make a default near-inevitable, one way or another

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China's close relations with Russia raise the possibility that it might help Moscow withstand sanctions

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The remit of armed forces has broadened to include numerous domestic security and non-security roles

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The Central Bank of Nigeria recently introduced a new foreign exchange allocation scheme to promote import substitution

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Defaults among property developers, and the government's response, are reshaping the property sector

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