China – KCS Group Asia Ltd

Mongolia’s Rare Earth Strategy: balancing risks and rivalries

Articles / China, Due Diligence, economic growth, Foreign investment, global trade routes, minerals, Mongolia, political instability, risks, Russia, supply chains / 08/2025

Wedged between China and Russia, Mongolia is often viewed through the prism of its geography: landlocked and dependent on its neighbours for access to global trade routes. Yet, beneath its deserts and steppes lies a resource base that has the potential to redraw supply chains for critical minerals. Copper, gold and rare earth elements make [...]

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Energy, Politics and Power: Guyana’s High-Stakes Ascent

Articles / China, Due Diligence, economic growth, energy markets, energy supply, Foreign investment, Guyana, Oil, risks, supply chains, USA / 08/2025

ExxonMobil’s deepwater discoveries in Guyana’s Stabroek Block have transformed the country from a marginal player to one of the most promising oil frontiers globally. The block holds over 11 billion barrels of recoverable reserves, placing Guyana among the largest new offshore producers. Since 2022, Guyana’s GDP growth has been the fastest in the world, averaging

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Central Asia: from sanctions to strategy

Articles / Central Asia, China, Due Diligence, Economy, Europe, Foreign investment, Kazakhstan, Kyrgyzstan, risks, Sanctions, trade corridor, Uzbekistan / 08/2025

Kazakhstan is moving the fastest. Construction is under way on the new Darbaza-Maktaaral rail link to Uzbekistan (US$523 million) and a second track on the Dostyk-Moiynty section to lift China-Europe capacity five-fold by 2027. At the Caspian end, Aktau will add a 200,000 TEU container hub by 2025 for just US$42 million, while Kuryk gains

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Corridors or Chokepoints – the infrastructure bet driving Ethiopia’s future

Articles / Africa, China, Denmark, Due Diligence, Economy, energy supply, Ethiopia, European Union, Foreign investment, Geopolitics, Infrastructure, risks, Saudi, trade corridor, UAE / 08/2025

Although the Pretoria accord halted open warfare, Ethiopia’s political temperature has begun to rise again. Rival factions inside the Tigray People’s Liberation Front now contest the authority of the federally backed Interim Administration; analysts warn that internal splits could ignite a fresh insurgency and draw Eritrea back in. In parallel, the Fano militia in Amhara

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From Conflict Zone to Energy Hub: Mozambique’s LNG Gamble

Articles / China, Due Diligence, energy markets, European Union, Geopolitics, Global trade, Mozambique, natural gas, Russia, security risks, supply chains, USA / 07/2025

In northern Mozambique, lies one of the world’s richest undeveloped gas basins, just offshore in a province still scarred by jihadist violence. Since 2017, the Cabo Delgado insurgency has claimed at least 4,600 lives and uprooted about a million residents, forcing TotalEnergies to suspend work on its flagship LNG complex in 2021. Fast‑forward to July 2025: Rwandan and

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On Top of the World: Brazil’s business boom amid green horizons

Articles / AI, Brazil, China, Due Diligence, economic growth, European Union, Geopolitics, Hydrogen, minerals, renewables, trade relations, USA / 07/2025

After two years of turbulence, Brazil enters mid-2025 on firmer economic footing. Real GDP expanded 3.4 percent in 2024 - its best since the pandemic - driven by household spending and a rebound in capital formation. Momentum is moderating as tighter policy grinds, yet consensus still pegs 2025 growth above two percent and expects inflation

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Turkish Tales: why investors are looking again at Turkey

Articles / Business Risk, China, Due Diligence, economic growth, Europe, European Union, Geopolitics, Gulf, India, international business, Middle East, Russia, trade corridor, Turkey / 07/2025

After an eighteen-month monetary overhaul, Ankara is finally putting a lid on the price spiral that peaked above 70 percent last spring. The OECD’s April survey notes that, provided interest rates remain restrictive and fiscal discipline holds, consumer inflation should sink to single digits by 2027, bringing Turkey back within striking distance of its long-forgotten

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Vietnam’s quiet rise amid global realignment

Articles / China, Due Diligence, economic growth, Geopolitics, Southeast Asia, tariffs, USA, Vietnam, world trade / 07/2025

Since 2007 when Vietnam joined the World Trade Organisation (WTO), this Southeast Asian nation has produced seven-fold straight growth up to 2022 in imports and exports combined. There was a drop of 6.6% in 2023 due to lower demand in exports from the US and EU, but that demand quickly recovered by 2024. That Vietnam

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Kazakhstan: The Eurasian Trade Pivot

Articles / Asia, China, Due Diligence, economic growth, energy markets, Europe, Foreign investment, Geopolitics, Industrial, Kazakhstan, risks, Sanctions, Turkey, USA / 06/2025

Kazakhstan enters mid-2025 in a somewhat different position from previous years. The economy is showing signs of stable growth, with the World Bank projecting GDP expansion driven by non-oil sectors, and revived investor interest. Inflation has eased, and fiscal buffers have been replenished following earlier shocks from the pandemic and energy price volatility. While hydrocarbons

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China’s Opportunities: Western partners and allies

Articles / China, Due Diligence, economic growth, Europe, Foreign investment, Geopolitics, Global trade, manufacturing, trade relations, USA / 05/2025

The evolving rift between Washington and Beijing is reshaping international trade and diplomacy. As the United States promotes a strategy of "de-risking" from China, aimed at reducing economic exposure without complete disengagement, Beijing is reinforcing its position as a necessary global partner. China continues to be as open for business as ever, offering investment opportunities

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