BRI: Opening Landlocked Central Asia
May 10th, 2018
Courtesy of Times of Central Asia, an article on the impact of China’s BRI on Central Asia: For Central Asia, China’s Belt and Road Initiative is an opportunity to transform from a landlocked to a transit region, and thus receive a new impulse for its economic development. We are republishing this article on the issue, […]
Read more »Smaller African Markets Gaining Attention
May 10th, 2018
Via Frontier Strategy Group, a report on Zimbabwe and Mozambique: As economic growth across global markets improves, a lot of executives at Western multinationals (MNCs) are facing pressure to achieve both profitability and growth. Sub-Saharan Africa has long been perceived as the engine to deliver growth in the short-term and as a region that holds […]
Read more »Is China a Colonial Power?
May 9th, 2018
Via The New York Times, commentary on China’s BRI and new Silk Road: In a lesser-known novel, “Claudius Bombarnac,” Jules Verne describes the adventures of the titular foreign correspondent as he rides the “Grand Transasiatic Railway” from the “European frontier” to “the capital of the Celestial Empire.” A cast of international characters, by turns comical, […]
Read more »Iran’s Connectivity Strategy
May 9th, 2018
Via Ozy, a report on Iran’s efforts to woo friends and foes with the eastern port city of Chabahar: My interpreter is matter-of-fact as I board the Iran Air flight from Tehran to the eastern port city of Chabahar. “We know when the flight takes off, but we have no clue how it will come […]
Read more »PDVSA Is Collapsing
May 5th, 2018
Via The Financial Tribune, an article on the dire condition of Venezuela’s PDVSA: The man who ran Venezuela’s state oil company PDVSA for a decade after 2004 says the country’s oil firm is on the cusp of total collapse and expects oil production to drop by 600,000 barrels per day each year amid lack of […]
Read more »Mongolia: From Bust To Boom
May 3rd, 2018
Via Bloomberg, a report on Mongolia: A year after receiving a package of financial aid led by the International Monetary Fund, Mongolia’s mineral-rich economy is making a comeback. But for a nation that swings between boom and bust, the question investors are asking is: how long can it last? Higher commodity prices and resurgent Chinese demand […]
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.