Emerging Market Views

Olam Secures $4 Billion in Financing Facilities

Olam International obtained an aggregate US$4 billion in financing facilities from multiple banks as part of its reorganization plan, the…

02.14.2022 Leslie Shaffer

Private Equity

Aramco Gas Pipelines Secures $250m From Keppel Infrastructure Trust

Keppel Infrastructure Trust (KIT) entered a deal to invest US$250 million in a minority stake in Aramco Gas Pipelines, which generates…

02.09.2022 Leslie Shaffer

Africa

Africa Needs Better Informed Angels

Large professional investors have experience and connections in-country along sectors of interest. They depend on institutional knowledge and careful record-keeping…

01.10.2022 Jason Eaves

China

The Shifting Landscape of Shanghai’s Gold Market

As the world’s largest gold producer, China plays an outsized role in global gold markets. But in order to fully…

12.10.2021 Gregor Spilker

Analysis

China’s Focus On Low Emissions Could Affect Industrial Metals

China has announced bold targets to curb its carbon emissions, but the country will need to embrace significant policy challenges…

10.01.2021 Christopher Fix

Emerging Markets

Select Group Of EM Sovereigns Seeing Rating Upgrades

Strong GDP growth, improving governance, and limiting the rise in public debt have been key factors for the few emerging…

09.16.2021 Ed Parker

Commodities

China’s Appetite For Soybeans, Corn Remains Robust

China’s accelerating imports of American corn and soybeans in 2020 has continued this year. Understanding whether this marks a long-term…

08.16.2021 Nelson Low

Emerging Markets

Market Mapping: Seizing Emerging Market Opportunities

Whether you are a business looking to expand or an investor sourcing new ventures, emerging markets provide unique opportunities for…

07.23.2021 Nathan Reed

Asia

Asia Is On An Oil Buying Spree

The strong economic recovery throughout much of Asia is driving high demand for crude oil, and demand is expected to…

07.01.2021 Christopher Fix

Asia

China On Track To Be World’s Largest Oil Refiner in 2021

In the global refining industry, COVID-19 has exposed a seismic shift. While China’s oil refineries forge ahead with capacity expansion,…

06.01.2021 Nicolas Dupuis

Emerging Markets

Taper Tantrum 2.0: Beware the TUCKANS

A year into the Covid-19 pandemic, the global economy faces an ever-increasing risk of balance of payments crises’. In fact,…

05.03.2021 Ludovic Subran

Frontier Markets

Fragile Frontier Markets Most Exposed to ‘Taper Tantrum Two’ Risk

A long tail of smaller and low-rated frontier markets is more exposed to rising US bond yields than larger mainstream…

03.29.2021 Ed Parker

Emerging Market Views

Reporting from points north, south, east & west