by Afshin Molavi | Mar 12, 2019 | Aviation, Emerging Market Multinationals, NewPost, Original Articles, Southeast Asia
From a report in the Malaysia Star – 12 March 2019 KUALA LUMPUR: The Malaysian government is considering whether to shut, sell or refinance national carrier Malaysia Airlines (MAB), Prime Minister Tun Dr Mahathir Mohamad said on Tuesday. The government was...
by Afshin Molavi | Mar 6, 2019 | China/Middle East, Geopolitics, NewPost, Original Articles
Jonathan Fulton, author of China’s Relations with the Gulf Monarchies and a Professor at Zayed University in Abu Dhabi, has a great new piece out in the Washington Post’s Monkey Cage analysis section on the growing Gulf Cooperation Council (GCC)...
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 22, 2019 | China Economy, Emerging Market Multinationals, Japan Economy, Logistics, NewPost, Original Articles, Shipping, Singapore, South Korea, Top Ten Lists
An advertisement in the latest physical issue of the Journal of Commerce, the leading global logistics magazine that is part of the IHS Markit group of publications, caught my eye. It’s an ad for China Ocean Shipping Company (COSCO), the world’s 3rd...
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...