My Investing Muse

  The world operates with the 3Fs, namely Food, Fuel (Energy) & Finance. A crisis in any of the 3Fs can be a major challenge to the country. As we have experienced from the recent Ukraine conflict, one such war can bring much trouble to the rest as we live in an interconnected world. Could the next war be over food & fuel? List of biggest net exporters of food and energy Here are the 10 countries that were the biggest net exporters of food and energy in 2020, according to data from the Observatory of Economic Complexity: Saudi Arabia Russia United States Australia Canada Brazil Netherlands United Arab Emirates Norway Indonesia With the world being power-hungry, these countries stand to gain long-term. Will we be able to transition to more sustainable energy instead of fossil fuel? Let us look out for  envious  neighbours. Referencing Iraq and Kuwait, some of the wars historically have been started due to greed & envy over resources. Wars & Conflicts Linked...

Following the Ukraine crisis, Russia has been hit with various sanctions from the international community.  The war spread from the streets of Ukraine to news, cyberspace and also the markets.  The sanctions included removing Russian banks from the SWIFT system for international payments and freezing the assets of Russian companies & oligarchs in & outside Russia.   Due to globalization , there are also much collateral damages that have been inflicted to the various companies due to boycott, business suspensions and closures in Russia.   Here are some of the market impacts I compiled from various news sources (like Yahoo, Fortune.com, The Guardian, etc):    Russians rushed to withdraw their savings - taken from business insider. Russian central bank was denied access to its US$630 billion (£473 billion) of foreign reserves.   Ratings agencies have either cut Russia’s credit rating to junk status or signalled that they may do so soon . Th...