Ben Ezra
banner
benezrafx.bsky.social
Ben Ezra
@benezrafx.bsky.social
Emerging Markets Strategist
emerginglens.substack.com
Reposted by Ben Ezra
Or rather: goodbye international legal order. the new order has no rules beyond power.
January 3, 2026 at 10:50 AM
Reposted by Ben Ezra
2/2
Caixin also notes that while "the year-end typically sees increased demand for settling foreign currency earnings, large-scale conversions have yet to materialize — implying more upside potential for the yuan as exporters shift their holdings."
January 2, 2026 at 4:54 AM
3/3

Yes,The Kremlin will like to buy goods from India , but it would always be negligible compared to oil Imports that India will buy eventually
December 5, 2025 at 2:03 PM
2/3

It's easier said than done , because the Bilateral trade surplus now stands with Russia as it Accumulated Rupees which it can't use other than buying goods from India. So the question is whether the Bilateral trade will be fruitful for Reducing India's trade deficit with Russia?
December 5, 2025 at 2:03 PM