Archive for the ‘Kazakhstan’ Category

Central Asia’s Middle Corridor Expansion: Opportunity for China and Iran 

Via Foreign Policy Research Institute, commentary on how the Central Asia’s Middle Corridor expansion presents an opportunity for China and Iran: The sustained attacks on merchant shipping in the Red Sea have given a fresh boost to a budding Central Asian trade network known as the Middle Corridor, whose participant countries recently met to discuss […]

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Afghanistan: Critically Important Trade Route For Kazakhstan

Via The Diplomat, a report on Afghanistan’s market and its position as a trade route that can connect Central Asia to South Asian ports are critically important to Kazakhstan: As the global community experiences a turbulent and unpredictable period, Kazakhstan, alongside other countries, faces a range of challenges and risks. A timely reorientation and adjustment […]

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An App Company in Kazakhstan Just Had the Biggest IPO Since Birkenstock in October

Via Quartz, an article on Kaspi.kz, maker of a super app, which recently raised approximately $1 billion in its stock offering: Kaspi.kz, a mobile app company, launched its initial public offering (IPO) on the Nasdaq stock exchange Friday, raising about $1 billion. On its first trading day, shares of Kaspi.kz debuted 0.5% above its offer […]

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Huawei’s Growing Presence in Central Asia’s Telecom Industry

Via The Diplomat, a report on Huawei’s growing presence in both Kazakhstan and Uzbekistan: In the wake of Western sanctions, Huawei has pivoted toward emerging markets, including within Central Asia. The invasion of Ukraine has further underscored the need for adaptability, prompting Huawei to strategically relocate some of its Moscow office staff to Kazakhstan and Uzbekistan to avoid secondary […]

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Far Away From Houston, a U.S. Energy Partner Waits: Kazakhstan

Via Real Clear Energy, an article on Kazakhstan: A key piece of America’s low-carbon future sits in the steppes of Central Asia. The path there is not along the transportation corridors Xi Jinping is currently working to build from China to Europe. Nor does it lie in the pockets of Vladimir Putin and his gang who last month […]

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Why the Middle Corridor Is a Double-Edged Sword

Via The Diplomat, a report that Europe is pushing hard to advance the Middle Corridor, but other countries like China, Russia, Iran, and Azerbaijan will almost certainly benefit from the infrastructure being built: In late November, the World Bank published an economic analysis on the potential of the Middle Corridor to develop over the next decade. The […]

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WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.