Strategy and Management Consultants

SUPPORTING ENTREPRENEURS AND S.m.e.'s

Strategy and Management Consultants

SUPPORTING ENTREPRENEURS AND S.m.e.'s

Macro Economics

Investment, Macro Economics

Major Russian Investment Projects are being sidelined due to sanctions!

Plans to build a massive gold plant have been halted as sanctions against Russia continue to mount. The sharp drop in imports necessary for investment projects is driving what may be Russia's steepest economic decline in three decades.  Western financial and technology sanctions imposed on Russia to punish the Kremlin for its unprovoked invasion of Ukraine have upended Polymetal's plans. Russia's economic output could fall by as much as 7 percent this year and 10 percent next year. Russia has not experienced consecutive years of economic decline since the early 1990s.The p

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alternative assets, Investment, Macro Economics, Market Commentary

A small contango born out of COVID 19 Third Wave

Brent spread flipped into a small contango. Contango is a situation where the futures price of a commodity is higher than the spot price. Reason: Physical crude markets are indicating that demand is lower, much more so than the futures market. Background: a. New pandemic curbs; b. Slow vaccine rollouts in Europe Boris Johnson has warned the effects of a third wave of coronavirus will "wash up on our shores" from Europe. Extended lockdowns are being driven by the threat of a third wave of infections, with a new variant of the coronavirus on the continent. Con

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Macro Economics, Market Commentary

Inflation? “Not yet.” Reset Markets? “Not yet.” Tapering? “Not yet.”

Fed Chairman Jerome Powell  quietened the market with just two words on Wednesday: “Not yet.” Powell’s comment sent yield on the 10-year Treasury bond tumbling and helped equity markets in US and Europe to recover from deep red to green. The US indices ended in the green, while the US dollar slumped over 0.5 per cent. “Not yet” to the expectation that the US Federal Reserve have to move earlier than expected to taper its bond purchases and consider interest rate hikes. "Tapering" is the gradual reversal of a quantitative easing policy implemented by a central bank to st

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