by Sam Wilkin | Apr 21, 2015 | Blog
The sovereign debtor that would win hands down a nomination as “most likely to fail” is surely Greece, which has just threatened to default on its next payment to the IMF. But Greece could be a distraction – history suggests sovereign default risk is rising elsewhere,...
by Sam Wilkin | Dec 12, 2014 | Blog
Venezuelan President Hugo Chavez and I go way back. In the late 1990s, as a young political risk analyst, I traveled down to Houston to talk to one of the oil majors about a large investment they were planning to make in Venezuela. “Venezuela is risky,” I confidently...
by Sam Wilkin | Apr 14, 2014 | Blog
Ahead of US-EU-Russia talks on the future of Ukraine on Thursday, pro-Russian protesters – possibly assisted by Russian special forces – have escalated their disruptions in Eastern Ukraine beyond Crimea. While media coverage is understandably alarmist, these...
by Sam Wilkin | Mar 18, 2014 | Blog
There has been a great deal of commentary regarding alleged blunders that have led us to the current position in Ukraine (as I write this, the Ukrainian province of Crimea has voted to join Russia, and Russia has recognized Crimea’s independence, which could be a...
by Sam Wilkin | Mar 4, 2014 | Blog
Following Russia’s de facto ‘invasion’ of Crimea there has been a great deal of navel-gazing commentary regarding the “weakness” of the West. Some say the EU is impotent; others say the US lost Ukraine; others that the Obama administration is weak. These comments...
