China’s Gas Shortage Boosts Central Asia’s Role
September 11th, 2021
Via Eurasia Review, an article on how Central Asia producers may help solve China’s gas shortage: China’s growing demand for natural gas has been driving closer engagement with Turkmenistan, renewing questions about Russia’s role in Central Asia, once regarded as Moscow’s backyard. Soaring gas prices appear to be the main motivator behind China’s agreement to […]
Read more »Business as Usual: Chinese Investments After the Myanmar Coup
September 10th, 2021
Via The Diplomat, an article on Chinese investments in Myanmar which – paradoxically – involves collaboration with the Myanmar military which could mean more instability in the long run: Since the coup in Myanmar on February 1, some foreign investors have pulled out, suspended, or scaled down their businesses in the country. Chinese state-owned enterprises (SOEs), however, […]
Read more »Inside Sberbank’s push to become Russia’s Amazon
September 7th, 2021
Courtesy of The Financial Times, a report on Sberbank’s desire to become Russia’s Amazon: For years, Sberbank thought its thousands of green-liveried branches across Russia were holding it back from becoming a global tech leader, and spoke of closing them as customers migrated online. But the branches, once relics of the time when Sberbank was […]
Read more »The Afghan Commodities That China, India And Russia May Develop
September 4th, 2021
Via Silk Road Briefing, commentary on potential access to Afghanistan’s mineral resources in light of the Taliban’s victory: Afghanistan’s huge mineral wealth and development opportunities are heading East, not West. The underlying reasons for the US and NATO’s operations in Afghanistan, prompted by the faster than expected success of the Taliban taking control were strongly […]
Read more »Short on Money, The Taliban Face a Crisis
September 4th, 2021
Courtesy of The New York Times, an article on Afghanistan’s cash crunch: As Afghans pay surging prices for eggs and flour and stand in long lines at the bank, money changers like Enayatullah and his underground financial lifeline have found themselves in desperate demand. Enayatullah — his family name withheld — holds down a tiny […]
Read more »Mikati’s M1 to Invest $330 Million After Buying Telenor Myanmar
September 4th, 2021
Via Bloomberg, an article on M1 Group’s commitment to invest in Myanmar’s telecom sector: Lebanese investment firm M1 Group pledged to spend $330 million over the next three years to expand the Myanmar telecom business it’s buying from Norway’s Telenor ASA, bucking moves by many international investors to exit the Southeast Asian nation after the military seized power […]
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.