The End of Emerging Markets?
May 4th, 2020
Via Foreign Policy, sober commentary on how economies such as Brazil, Indonesia, India, Russia, and Turkey face a daunting new reality. The story of the coronavirus has so far been told mostly from the perspective of rich countries, but its harshest effects will still likely be felt by the world’s poor. Africa’s cases rose by […]
Read more »Central Asian Rail Deal Allowing China to Bypass Russia, Expand Trade with Europe
April 27th, 2020
Via The Jamestown Foundation, an article on China’s efforts to find a rail route to Europe that bypasses Russia: For the last two decades, Moscow has counted on Beijing’s regular use of Russian railways to export Chinese goods to Europe. In turn, China’s reliance on Russian rail was based on the presumption that any substitute […]
Read more »Russia Moves Closer to Privatizing Rosneft
April 20th, 2020
Via The National Interest, an article on Rosneft: The Russian government no longer has a majority stake in Rosneft for the first time in the energy giant’s 27-year history. On March 28, Rosneft announced that it had sold all of its assets in Venezuela as part of a deal with the wholly government-owned company, Rosneftegaz. The sale […]
Read more »In Shadow of BRI: The Great Railway Game
April 1st, 2020
Via Reconnecting Asia, a look at how the International North-South Transport Corridor (INSTC) is complemented by two other initiatives: the Chabahar International Transport and Transit Corridor; and the proposed Russia-Pakistan (Ru-Pak) Corridor The International North-South Transport Corridor (INSTC), examined in the first part of this series, has developed slowly but steadily during its twenty years of existence. Although mired […]
Read more »In Shadow of BRI: Eurasian Corridors on the North—South Axis
April 1st, 2020
Via Reconnecting Asia, an article on the North-South routes which consist of a bundle of land and sea multimodal corridors and connect South Asia to Northern Europe via the Persian Gulf and the Caspian region: While most heads were turned to the East-West transport arteries spearheaded by China’s Belt and Road investments, activity along the lesser […]
Read more »Lukoil’s Strategic Interests in Turkmenisan
February 11th, 2020
Via Times of Central Asia, a report on Lukoil’s strategic interests in Turkmenistan: President of Turkmenistan Gurbanguly Berdymukhammedov on February 5 in Ashgabat received Vagit Alekperov, President of the largest Russian private oil company LUKOIL. During the meeting, Alekperov said that LUKOIL has strategic interests in Turkmenistan, which has significant hydrocarbon reserves, the Russian company […]
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.