Crushed by U.S. Sanctions, Iran Pins Economic Hopes on Mall Developer
July 13th, 2019
Courtesy of The Wall Street Journal, an interesting look at the potential of the business might of the Islamic Revolutionary Guard Corps to stabilize Iran’s teetering economy: Faced with a U.S. campaign to choke Iran of capital and investment, Saeed Mohammed is trying to find ways to keep the lifeblood of his country’s economy flowing. […]
Read more »Why Investors Should Go Beyond African GDP
July 13th, 2019
Via Project Syndicate, an interesting look at how – amid bleak GDP-based forecasts of Africa’s economic performance – some investors are tempted to write off the entire continent, but those who seize opportunities to gain an accurate and nuanced picture of Africa’s economic performance and prospects could reap vast rewards: Gross domestic product has been […]
Read more »Chinese Private Security Moves Into Central Asia
July 8th, 2019
Via The Diplomat, a look at the expansion of private Chinese security companies in Central Asia: As Kyrgyz President Soornbay Jennbekov pushed efforts to make the China-Kyrgyzstan-Uzbekistan Railway a reality, a private Chinese security company signed deals to protect the contested project for China Railway Group. The 2016 Chinese embassy bombing in Bishkek heightened risk perception among […]
Read more »Geopolitics and the Asian Infrastructure Investment Bank
July 8th, 2019
Via The Geopolitical Monitor, a look at the geopolitics around the Asian Infrastructure Investment Bank (AIIB): In June 2015, the creation of the Asian Infrastructure Investment Bank (AIIB) was agreed to by representatives of 50 countries in Beijing, China. The Bank started operating in January 2016 and its first four loans – totaling USD 509 […]
Read more »Uzbekistan: Rapidly Overhauling Its Economy
July 7th, 2019
Courtesy of The Economist, a report on Uzbekistan: The light and airy chaikhana, or teahouse, had been built to take advantage of the traffic between two of the biggest cities of the Fergana Valley, a fertile region at the heart of Central Asia. After the break-up of the Soviet Union Andijan and Osh had found themselves […]
Read more »Frontier Markets: Rapid Growth Propelled by Reform
July 6th, 2019
Via Hubbis, some interesting commentary from 15 gatekeepers, asset managers and CIOs during a private and off-the-record discussion on the development of frontier and MENA markets: The topics covered included the key reasons for investment in frontier markets, their high growth but low correlation to global equity markets, the rationale for alpha strategies and the sustainability of […]
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.