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Laos, China and the Corridor

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Since the China Laos Railway (CLR) began service in December 2021, Laos has shifted from a land-locked cul-de-sac to a viable overland bridge into China and, by extension, East Asia and Europe. Throughput is climbing with the line moving close to 3 million tonnes in the first half of 2025, up 8.8% year-on-year, indicating deeper [...]

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A Geothermal Gold Rush – how East Africa converts heat into industry

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East Africa’s Rift Valley holds high-enthalpy geothermal resources that provide steady, 24/7 power. This reliable output can support energy-intensive uses such as industrial parks, data centres, desalination and, in time, green hydrogen. Kenya has converted its geology into grid strength. About 80% of its electricity now comes from renewables, with geothermal supplying around 45%, the

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

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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

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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

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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

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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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Tariffs – opportunities amid the chaos?

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On the back of President Trump’s tariff announcement (“Independence Day”), a massive dive across the world’s stock markets drove panic to huge levels. But was that panic really necessary? So many experts have claimed for years that trade tariffs were the worst thing a country could possibly do against its own economy, yet, if the

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The Tripolar Era: Trump’s bold moves, Xi’s strategy, and Europe’s fight for relevance

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The world economy is entering a new era - one in which power is increasingly divided among three major continental blocs: the US, China and Europe. No longer a uni-polar world under post-Cold War US hegemony, the current landscape is defined by conflicting regulatory frameworks, trade policies and geopolitical ambitions. At the forefront of these

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Sanctions and Secondary Risks: lessons from Russia, Iran and China

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Originally aimed at punishing specific nations, sanctions have evolved into a tool for influencing global behaviour, particularly in high-stakes countries like Russia, China and Iran. With the increasing complications of international trade and finance, sanctions have, for some time, not been limited to direct penalties on the targeted countries; they now extend to businesses, their

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Western Sahara: unresolved claims and emerging risks

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The protracted dispute over Western Sahara between Morocco and the Polisario Front comes with challenges for multinational corporations in North Africa. Despite international efforts, the conflict remains unresolved, with sporadic fighting and a stalled peace process, raising fears of renewed violence. Recent developments have made matters worse. The United Nations Security Council (UNSC) extended the

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