Pakistan’s Geoeconomic Dreams
April 8th, 2021
Via Foreign Policy, an article on Pakistan’s geoeconomic dreams/delusions: In recent weeks, senior Pakistani officials, including the country’s powerful army chief, have signaled or outright said that, from now on, their country’s foreign policy will emphasize geoeconomics. This is a welcome rhetorical shift. Decades of bartering Pakistan’s geostrategic value—including as a “front-line state” in the Cold War and […]
Read more »An Oil Pipeline Between North Korea and China Raises Nuclear Concerns
April 5th, 2021
Via NK News, an article on a pipeline for crude oil between China and the DPRK: North Korea fired its way back into international headlines in March when it launched two short-range ballistic missiles towards the East Sea, sparking outcry from officials in Seoul, Washington, Tokyo and beyond. Back in 2017, the United Nations had had enough […]
Read more »Trouble With Emerged Markets?
April 5th, 2021
Courtesy of The Financial Times, interesting commentary on emerging markets which may not be as fast a growth story as people think: In 2016 I joined a group of professional investors who travelled to Bangladesh to study emerging markets. On leaving the exchange in Dhaka we had to squeeze past some people tending to a dead […]
Read more »The China-Pakistan Economic Corridor: Hard Reality Greets BRI’s Signature Initiative
April 5th, 2021
Via the Council on Foreign Relations, an article on how China’s Belt and Road Initiative’s flagship project in Pakistan is struggling to fulfill China’s hopes: During an April 2015 visit to Islamabad, Chinese President Xi Jinping and Pakistani Prime Minister Nawaz Sharif unveiled the $46 billion China-Pakistan Economic Corridor (CPEC), the Belt and Road Initiative’s (BRI) flagship […]
Read more »Dubai, The Business Capital of Africa?
April 5th, 2021
Via Middle East Eye, a report on Dubai’s growing relationship with Africa: For hundreds of years, the business capitals of Africa were in Europe – in London, Paris, Berlin and Lisbon. Despite decolonisation, money still flows from Africa to European financial hubs, but over the past decade business headquarters have geographically shifted. Not back to Africa, but […]
Read more »China’s Central Asian Rail Investment Does Not Add Up
April 1st, 2021
Via The Diplomat, a report on China’s modest investment in Central Asian railways: Much has been made of China’s Belt and Road policy and the supposed economic benefits for Central Asia. A case in point is the CR Express (China Rail Express) system of containerized intercontinental rail freight between China-Europe and China-Central Asia. Much media […]
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.