Section
Markets
Currencies, commodities, rates, indices and capital flows.
31 published articles
Featured
Shell–XRG: Australian Gas Changes Hands
XRG's acquisition of Shell's stake in Australia's North West Shelf project illustrates a gradual transformation of the global gas industry. As major Western energy companies restructure their portfolios, Gulf investors are expanding their presence in international energy infrastr
AnalysisRecent publications
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MarketsCentral Banks: The End of the Interlude
For nearly fifteen years, advanced economies learned to live in a world where money cost almost nothing. Inflation was low, sometimes too low, interest rates hovered near zero, and central banks worried more about deflation than rising prices.
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MarketsHong Kong: The New Route for Russian Gold
For a long time, sanctioning a commodity essentially meant shutting it out of the major markets where it could be sold, financed and converted into liquidity. Russian gold is now exposing the limits of that logic.
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MarketsBill Gates and the Unplanned AI Era
In March 2023, Bill Gates declared that the age of artificial intelligence had begun. At the time, he compared its transformative potential to that of the personal computer, the mobile phone, and the internet. Three years later, his vocabulary has changed. Revolution has given wa
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MarketsThe World Under Insurance
The invisible power of those who decide which risks can still be taken
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MarketsThe Trading Giants: The Companies That Keep the Global Economy Moving
They do not always produce the oil, copper or wheat. Nor do they consume it. But between the two, they organise part of the world.
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MarketsFinancial Markets in Emerging Economies : Engines of Development, Vectors of Vulnerability, or Instruments of Resilience ?
For decades, the rise of a stock exchange, the opening of the capital account and access to international bond markets were presented as almost automatic signs that a country had entered economic modernity. An economy capable of attracting foreign investors, financing its compani