New Silk Road: One Step Closer To Reality
May 7th, 2016
Via the World Economic Forum, a report on the new Silk Road: The Asian Infrastructure Investment Bank will help fund a highway in Pakistan, a road project in Tajikistan, and a ring road in Almaty, Kazakhstan, according to people with knowledge of the projects and tender documents. The AIIB was formally launched in January after attracting dozens […]
Read more »Competition for Southeast Asia’s Railways
May 4th, 2016
Courtesy of STRATFOR (subscription required), an interesting look at the competition between China and Japan over the right to build up Southeast Asia’s railways: Forecast In the coming years, Southeast Asia will build up connectivity through projects that include high-speed rail, as part of its broader integration goals. Lacking the capital to fund these efforts […]
Read more »Chile: Calm Eye Amidst A Commodity Price Storm
April 29th, 2016
Courtesy of STRATFOR (subscription required), updated analysis on Chile: Forecast Despite the shock from falling copper prices, Chile’s responsible management of public finances will ensure a measure of domestic economic stability in years to come. The repeal of Chile’s binomial electoral system could lead to more small parties reaching the National Congress in the next […]
Read more »For Investors, Myanmar Is Still For The Brave
April 29th, 2016
Via the Nikkei Asian Review, a look at Myanmar: The dust has settled in Naypyitaw, where a government led by the National League for Democracy has replaced the quasi-democratic, military-backed regime of President Thein Sein. With some of the political uncertainty about the country’s future now shelved and the economy in good shape Myanmar is […]
Read more »China’s Long March Into Central Asia
April 27th, 2016
Courtesy of STRATFOR (subscription required), an interesting look at China’s multifaceted engagement with Central and South Asia: Forecast China’s military role in Central Asia will increasingly focus on arms sales, counterterrorism and bilateral initiatives outside the Russia- and China-led Shanghai Cooperation Organization. The country’s regional security efforts will reflect the need to protect growing Chinese […]
Read more »Bypassing Pakistan: Afghanistan, India, Iran and Chabahar
April 26th, 2016
Via Future Directions International, a look at the strategic impact that the Chabahar Agreement could have upon south and central Asia: Key Points The Chabahar Agreement between India and Iran could be a regional game changer. It could assist India to enhance its energy security and give it access to Central Asia, bypassing Pakistan. Iran […]
Read more »Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.