Via Forbes, a look at Kazakhstan: Famous hedge fund manager Ray Dalio of Bridgewater Associates in Connecticut likes to say that either you’re being paid for earnings or you’re being paid for yield. With earnings growth and yield shrinking in many of the advanced economies (negative in parts of Europe), investors are forced to look […]
Read more »Via The Diplomat, an updated look at Khorgos which is less transformative than its proponents believe – and yet it does illustrate some of the promise of the BRI: Since its announcement at Nazarbayev University in Kazakhstan in 2013, what has become known as China’s Belt and Road Initiative (BRI) has prompted a host of analyses […]
Read more »Via The Atlantic Council, detailed commentary on Kazakhstan under the new Presidency: Since Kassym-Jomart Tokayev assumed the presidency on March 20, Kazakhstan has taken a beating in the world press. And not without cause. Two days after the event, police shut down several unprecedented demonstrations in the capital. Over the following weeks several thousand young […]
Read more »Courtesy of The New York Times, a look at a Chevron-led joint venture among several energy companies that is spending billions of dollars in Kazakhstan to expand an oil field remarkable for its longevity, promise and risk: In a windswept land of salt flats and wild horses, investors are pouring money into one of the largest and most […]
Read more »Via Automotive Logistics, an article on Uzbekistan and Kazakhstan efforts to strengthen their supply bases to boost local production of cars and parts: Uzbekistan and Kazakhstan have ambitions to grow the automotive sector as they industrialise and modernise their economies, but, like most other emerging markets, they will be reliant on Korean and Chinese investors in […]
Read more »Via Forbes, a report on Kazakhstan’s planned finance center: Kassym-Jomart Tokayev is the new president of Kazakhstan, and the country’s signature financial event, Astana Finance Days (AFD), is supposed to highlight this man’s vision of making this place a freer market than it was even a year ago. Last year, the four-day AFD brought in […]
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