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Geopolitical risk has shifted into higher gear since Marrakech

From omfif.org

Just two weeks after the International Monetary Fund-World Bank annual meetings in Marrakech, they already seem a distant halcyon memory. The meetings took place against a sombre background, but Morocco’s hosting and arrangements for the meetings were superb and the local populace helpful and friendly. Geopolitics was a big elephant in the room in Marrakech. Concerns over US-China tensions were prevalent. Russia’s barbaric war against Ukraine continues unabated with increased questions about whether America would continue to muster Congressional support. Officialdom fretted about the costs of fragmentation and ... (full story)

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  • Category: Fundamental Analysis