Indonesia – Unlocking Its Potential
June 27th, 2023
Via Columbia ThreadNeedle Investments, analysis of Indonesia’s economic potential: Previously Indonesia has been vulnerable to the commodity cycle, but the country is forging a unique path to unlock its economic potential Government policies have boosted exports, economic growth and attracted much needed long-term investment The country has witnessed an impressive resurgence, with improved macroeconomic performance […]
Read more »Does Your Company Have an India Strategy?
June 27th, 2023
Courtesy of Harvard Business Review, commentary on how the price-to-book ratios of Indian subsidiaries of multinationals far exceeds those of their parent companies, suggesting the subsidiaries have better growth prospects. But tailoring your strategy for India requires customizing your products and services and tapping into the “India stack.” At the end of financial year 2022, […]
Read more »Is Indonesia’s New High-Speed Rail Line Worth It?
June 27th, 2023
Via The Diplomat, a look at – whether or not the rail line turns a profit – Jakarta is hoping that its new high-speed rail line brings a wider range of subsidiary benefits: Test runs are now underway for the long-awaited high-speed rail line linking Jakarta and Bandung, which means the project is nearing completion. […]
Read more »‘Economic Warfare’: Yemenis Struggle Despite Ease In Fighting
June 26th, 2023
Via Al Monitor, a look at Yemen’s dire economic circumstances: At a livestock market in war-battered Yemen, goats and sheep meant to be slaughtered for the Muslim Eid al-Adha holiday are happily munching on hay, instead of leaving with a buyer. The market trader Eiad al-Alimi expected better business this year, following a lull in […]
Read more »The Global South Is Keeping Russia’s Energy Economy Afloat
June 26th, 2023
Courtesy of Foreign Policy, a report on how gas and oil flows are reshaping geopolitical alignments: As villages and towns change hands in Ukraine during the counteroffensive operations against Russian forces and Moscow grapples with internal instability following Wagner’s failed mutiny, the global energy map is also being redrawn. The war has not only dramatically […]
Read more »Iran’s Approach to the North and South Transport Corridors: Obstacles & Future Prospects
June 26th, 2023
Via Silk Road Briefing, commentary on Iran’s approach to the North and South Transport Corridors: The International North–South Transport Corridor (INSTC) was established by Iran, Russia and India in September 2000, and subsequently expanded with the admission of 13 major corridor members such as Azerbaijan, Belarus, Armenia, Kazakhstan, Kyrgyzstan, Oman, Russia, Tajikistan, Turkey, Ukraine, and […]
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.