TODAY: Kiev and Moscow dig heels in over crisis; Russia launches drills, Kiev demands explanation; Washington highly critical. Sanctions prompt S&P ratings cut; Navalny faces another six months of house arrest; Putin offers his take on the origins of the Internet. The situation in eastern Ukraine has reportedly deteriorated, after Ukrainian forces killed up to five […]
Also tagged Alexei Navanly, Bolotnaya Square, Business, Canada, Energy, Germany, Internet, media freedom, Poland, Politics, Russia, sanctions, Sergei Lavrov, space, ukraine, Vladimir Putin, Yandex
The list is our attempt to respond to what we see as a relatively underdeveloped marketplace of ideas when it comes to scenario planning for expropriation, unfair regulatory intervention, nationalizations, and resource nationalism events that have an impact on foreign investors in emerging markets.
Also tagged Africa, Amsterdam & Partners, Asia, Business, expropriation, gas, investment, mining, nationalization, political risk, privatization, resource nationalism, Robert Amsterdam
Over on the FT’s Beyond Brics blog, a very interesting video interview with James Smither, associate director at risk consultancy Maplecroft, on how shifts in commodity prices can undermine a country’s resource leverage and the more nuanced ways revenue can be retained within domestic borders. Bookmark on Delicious Digg this post Recommend on Facebook share […]
Writing at the Weekly Standard, Vanessa Neumann re-emphasizes the reason why, for the sake of Venezuela’s future, you should root for Hugo Chávez to come back to see his system of governance completely destroyed by the disaster he created. If not, there is the risk of martyrdom, because whomever is going to be the next […]
From Venezuela to South Africa to Indonesia, we have observed policies of resource nationalism that respond to ideological imperatives. In Canada and Australia similar problems arise out of suddenly aggressive tax regimes based on financial imperatives. And lastly, in challenging markets such as Central Asia as well as China, you have risks of state intervention guided by arcane clan politics and internal power dynamics.
TODAY: Russia admits possibility of Syrian rebel victory; Putin suggests measured response to Magnitsky bill; EBRD says Russia failing to diversify economy; Rosneft seeks capital. Clear Russian involvement in Litvinenko case, says British coroner; protestors keen on Dec 15 march despite ban; Lady Gaga defends gay rights. ‘One must look facts in the face’: Mikhail Bogdanov, Russia’s deputy […]
Also tagged Alexander Litvinenko, Business, Energy, freedom of assembly, gay rights, opposition protests, Politics, Russia, Sergei Magnitsky, syria, Vladimir Putin
Remember a few years ago when Russia was having fun talking about a natural-gas OPEC? It was largely derided at the time considering wildly different nature of the trade of this commodity (not the same spot market as oil), and then wholly forgotten when the shale boom crashed prices. But it would be a mistake […]
Also tagged Australia, Brazil, Business, Chatham House, China, gas, Malaysia, mining, opec, resource nationalism, ukraine, wheat
Four of the five largest oil and gas discoveries in the world this year have been made the waters off Mozambique, while the country has averaged above 8% growth for a decade. What are you waiting for?
TODAY: Putin approves Gazprom’s plans to tap Asian market; internal disputes threaten A Just Russia; NYC exhibition on plight of Russia’s gay community; Lavrov discusses human rights with Lukashenko; Dagestan lawyer’s courage praised with award; Putin’s Obama vote. In a ceremony led by Vladimir Putin, Gazprom officially launched production at the Bovanenkovo field on the […]
Also tagged A Just Russia, Arctic, Barack Obama, Energy, gas, gay rights, Gazprom, human rights, Politics, pussy riot, Putin, Russia
TODAY: Alleged spy ring rumbled in U.S.; children’s charity considering Russia exit; Putin sets voting day to advantage of ruling party; Solidarity activist sought; Evraz expands; Lithuania files suit with Gazprom. U.S. authorities have accused Kazakh-born Alexander Fishenko, along with 10 others, of stealing military technology for Russia. The Foreign Ministry has refuted claims that […]