An analysis by Victoire de Groote Mitigram Macroeconomist Adviser and Global Head of Country Risk at HSBC.
- 0:47 - Main exports of Russia and Ukraine, and impact on prices
- 2:44 - Impact on the USA
- 3:30 - Impact on emerging markets
- 4:40 - Impact on shipping and logistics globally, with focus on China
- 5:42 - The opportunities for India and France
- 6:20 - Long term consequences and conclusions