by Afshin Molavi | Mar 28, 2019 | Emerging Markets, India Economy, NewPost, Original Articles, Telecoms
The Nikkei Asian Review has an excellent cover story on the phenomenon – and there is no other way to describe it – of Jio, the company that brought low-cost mobile services to tens of millions of Indians. The story highlights the vision of Mukesh Ambani,...
by Afshin Molavi | Mar 5, 2019 | China Economy, China Equities, Emerging Markets, Global Equities, London, NewPost, Original Articles
Michael O’Sullivan, the Chief Investment Officer of the International Wealth Management Division at Credit Suisse, is one of the smartest people I know on global macro issues and the intersection of markets, geopolitics, and the global economy. He also has a...
by Afshin Molavi | Feb 26, 2019 | China Economy, China Pakistan Economic Corridor (CPEC), China/Middle East, Emerging Market Multinationals, Emerging Markets, India Economy, India-MENA, Indian Ocean-istan, Japan Economy, NewPost, Oil and Gas, Original Articles, Pakistan Economy, Saudi Arabia Economy, South Korea
February 26, 2019 – Saudi Crown Mohammad bin Salman’s Tour of China, India, and Pakistan Accelerates the Kingdom’s Ongoing “Eastward Tilt” and Poses the Question: Have We Reached a Tipping Point? Saudi Arabia’s Crown Prince Mohammad...
by Afshin Molavi | Feb 21, 2019 | Articles, China Economy, China/Middle East, Emerging Markets, North Africa Commerce/Economy, Saudi Arabia Economy, United Arab Emirates Economy, West Asia Economies
By Afshin Molavi China’s economy is slowing, which is both inevitable and alarming. Inevitable because no economy can defy gravity and grow at nearly double-digit rates on average for three decades, as China’s did from 1989 through 2018. And alarming because the...
by Afshin Molavi | Feb 20, 2019 | Emerging Market Multinationals, Emerging Markets, Logistics, NewPost, Original Articles, Shipping, South Korea
The South Korean shipbuilding industry, once a lodestar of the country’s industrial development, continues to be battered by lower cost Chinese competition and an oversupply of vessels on the market. Only three of South Korea’s majors still stand on the...
by Afshin Molavi | Feb 19, 2019 | Emerging Markets, India Economy, NewPost, Videos
Legendary emerging markets investor Mark Mobius is bullish on India, and interested in Turkey and Brazil – Posted February 18, 2019 (from Bloomberg, January 24, 2019) “I just came back from a two week trip to India and I was amazed at the changes that are...
