Geopolitics: What investors need to know in 2015

The political landscape may matter as much as market action in the coming months.

Summary:  The collapse in oil prices is problematic for many Middle Eastern countries, which rely on crude exports for substantial portions of budget revenue. Any recession in these economies could inflame civil unrest, which could be an ongoing source of angst for financial markets. In Russia, the economic outlook is dire and the rouble has fallen steeply, with default now a high risk.

Key take-out:  I think any financial crisis in Russia could spread to the west. But I’m not worried about the prospects of a Greek exit from the Eurozone.

Key beneficiaries: General investors. Category: Economy.

{{content.question}}

SMS Code Sent…

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

If you didn't receive SMS code please

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa

Related Articles