Promising Emerging Markets For 2020
February 16th, 2020
Via Atradius, a report on the most promising emerging market opportunities in 2020: Summary Despite ongoing trade disputes and increased geopolitical uncertainty, there remain several bright spots for export opportunities in emerging markets Brazil, Colombia, Kazakhstan, the United Arab Emirates, Senegal and Vietnam shine in 2020 as markets with strong growth prospects and limited vulnerability […]
Read more »U.S. Faces Tough ‘Great Game’ Against China in Central Asia and Beyond
February 14th, 2020
Via The New York Times, commentary on how the Trump administration sees former Soviet republics in the heart of Asia as critical battlegrounds in the struggle with China over global influence: Inside the ancient walls of the Silk Road oasis town of Khiva, China has put down a marker of its geopolitical ambitions. A sign promotes a […]
Read more »Bangladesh: Will Congested Ports Choke Its Economy?
February 14th, 2020
Courtesy of STRAFOR (subscription required), a look at how Bangladesh’s efforts to maintain the country’s explosive economic growth will require updating its overburdened trade infrastructure — opening opportunities for China, India and Japan: To maintain its status as one of Asia’s most promising emerging markets, Bangladesh is pursuing an ambitious infrastructure overhaul — and its […]
Read more »Lukoil’s Strategic Interests in Turkmenisan
February 11th, 2020
Via Times of Central Asia, a report on Lukoil’s strategic interests in Turkmenistan: President of Turkmenistan Gurbanguly Berdymukhammedov on February 5 in Ashgabat received Vagit Alekperov, President of the largest Russian private oil company LUKOIL. During the meeting, Alekperov said that LUKOIL has strategic interests in Turkmenistan, which has significant hydrocarbon reserves, the Russian company […]
Read more »The Digital Silk Road: Where Most of The China vs. West Rivalry Will Play Out
February 9th, 2020
Courtesy of The Economist, a look at the digital Silk Road: One tropical evening in November, the 9,800-tonne Ile de Bréhat slipped from the quay at Honiara, capital of the Solomon Islands, and steamed out of Iron Bottom Sound. For weeks the boat had been a familiar sight as it finished its job of laying 4,700km of […]
Read more »China’s BRI Initiative: Return To Center
February 9th, 2020
Courtesy of The Economist, a look at China’s BRI initiative: On China’s border with Kazakhstan, a new Silk Road city has sprung up with such speed that Google Earth has scarcely begun to record the high-rises that now float on a winter mist above the steppe. What once would have been flattered to be called […]
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.