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Geopolitical Realignments
Section Overview
Highlights
Research & Ratings
Research
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Date
Document Type
Title
Issuer/Entity
19 Jul 2023
Sector In-Depth
Geopolitics – China: Drive toward self-sufficiency in high-tech manufacturing faces some major hurdles
18 May 2023
Sector In-Depth
Sovereign & Supranational – Commonwealth of Independent States: Weakening but determined Russia is disrupting geopolitical dynamics in the CIS
11 May 2023
Sector In-Depth
Trade - Global: Global Trade Monitor - May 2023 (Slides)
13 Feb 2023
Sector Comment
Macroeconomics – Global: Global supply chain stress is easing and likely to continue even amid China's reopening
18 Jan 2023
Sector In-Depth
Trade – Global: US-China and cross-Strait tensions will lead to lasting semiconductor supply chain shifts
16 Jan 2023
Outlook
Sovereigns – Euro area: 2023 outlook is negative driven by the energy crisis and geopolitics
01 Dec 2022
Sector In-Depth
Financial Stability – China: Systemic risks would rise if property stress persists and financial buffers weaken further
29 Nov 2022
Sector Comment
Nonfinancial Companies – China: Most companies can manage impact from renminbi weakness against US dollar
14 Nov 2022
Outlook
Sovereigns – Global: 2023 credit outlook is negative as high prices, slow growth intensify social risks
20 Oct 2022
Sector In-Depth
Banks – Central & Eastern Europe: Government action, high provisions will sap any profit boost from rising interest rates
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