Pakistan’s $100B Deal With China
August 26th, 2017
Via Devex, a detailed look at China’s investment and aid to Pakistan: Early last year, the Pakistani government sent USAID officials in Islamabad a mystifying letter via snail mail: please stop doing feasibility studies for Diamer Basha Dam. Pakistan had been lobbying the U.S. Agency for International Development and the Asian Development Bank since 2010 to complete the dam. A USAID assessment […]
Read more »Iran-Afghan Economies Tied by One-Way Trade
August 23rd, 2017
Via the Financial Tribune, a report on Iran/Afghanistan trade: A review of trade between Iran and Afghanistan over the past decade shows the neighboring country has mainly been an importer of Iranian goods. Iran’s exports to Afghanistan have been on a general uptrend starting at $497 million in the March 2005-6 fiscal year and reaching […]
Read more »Kyrgyzstan: An Emerging Market Still Stuck In The Past?
August 21st, 2017
Via Value Walk, some commentary on Kyrgyzstan’s investment potential: Kyrgyzstan is a country in Central Asia lodged between Kazakhstan, Uzbekistan, Tajikistan and China, as the map below shows. Back then, just 4.5 million people lived in the country. And its gross domestic product (GDP) was around US$1.5 billion. The country had no stock market (that’s why […]
Read more »Dueling Ports Underline China-India BRI Rivalry
August 16th, 2017
Via Asia Times, an article on how New Delhi’s fast track development of Iran’s Chabahar port is viewed as a security threat in Pakistan and open challenge to Beijing’s BRI designs: India’s eagerness to develop Iran’s southern Chabahar port project has irked certain military circles in Pakistan which view the facility as a potential security threat […]
Read more »The Real Thrust Of The China-Pakistan Economic Corridor
August 16th, 2017
Via The Straits Times, a look at the China-Pakistan Economic Corridor: There is no doubt that the China-Pakistan Economic Corridor (CPEC), with a total outlay in excess of US$62 billion (S$84.5 billion), is a key pillar of China’s One Belt, One Road (Obor) programme. Coverage of the CPEC, however, has focused on only a sliver […]
Read more »Post-Sanctions Sudan: A Unique Opportunity For Frontier-Market Investors?
August 16th, 2017
Via How We Made It In Africa, a look at the potential of post-sanctions Sudan: Those travelling to Sudan need to ensure they’ve downloaded all the apps they’ll require during their visit before leaving, as some popular apps are inaccessible in the northeastern African country. So said Ahmed Dirdeiry, Managing Partner of Sudanese law firm Dirdeiry & […]
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.