I wrote out a long response about the maturing of periphery markets and therefore their falling profit rates now that the entire globe is incorporated into the capitalist system coupled with the crashing out of speculative investment vehicles in the core propped up by previously cheap debt but then I realized I was talking too much out of my ass and hadn’t read enough tk really back those assertions up. That’s where my vibe-dar is at tho. The Russo-Ukrainian war shooting the belt and road initiative in the foot has certainly added a lot of instability to global south nations in that region. It really doesn’t seem like there are a lot of places left for capitalists to invest in and still expect to make a reasonable return. If profit rates are falling everywhere that means nations with the most aggressive debt obligations will have to default