In This Edition

Key Takeaways

With international attention on Ukraine, the US signals warning on North Korea. Chinese companies face approaching deadline for compliance or delisting from US stock markets. The EU declares western democracy is at stake in the war on Ukraine and will offer temporary protection to “all war refugees from Ukraine.” Analysis: How Might the Ukraine War End? Analysis: Ukraine War Update: Nationalization, Internal Displacement, International Aid.

Condition Updates

A rundown of important global risk developments in markets, in business, and region by region. 

Analysis: How Might the Ukraine War End?

The effects of Ukraine War, launched by Russia’s invasion of Ukraine on February 24, are being felt around the globe. The US-led sanctions campaign is disrupting supply chains, millions of refugees are pouring out of Ukraine, business and reputational risks are driving a mass exit from Russia and uncertainty is fueling volatility in markets, escalating prices for basic food items to fuel. As each day sees rising costs from Russia’s ill-advised military attack, strategic thinkers are questioning how the war might end and what will be its lasting impacts. We see four possible scenarios.

Analysis: Ukraine War Update: Nationalization, Internal Displacement, International Aid

At the EU summit, European leaders declared that western democracy is at stake in the war on Ukraine and have vowed to strengthen their military defenses and reduce their dependence on imported Russian gas and oil. However, EU leaders rebuffed Kyiv's calls for a fast-tracked accession that would see Ukraine join the bloc in record time.

Download the Article