Insights

Field analysis on market entry, corporate diplomacy, political risk and cross-border investment.

Analysis written from inside the markets it describes, not from a desk in another region. Each piece takes a single decision a company or investor is actually facing and works through what the evidence supports, where the record is contested, and what would have to be true for the optimistic case to hold. Coverage spans the Levant and the Gulf, North and Sub-Saharan Africa, Turkey, the Caucasus and Central Asia.

The recurring themes are the ones that decide outcomes in these markets: the distance between an announcement and an operating asset, the political consent that sits behind every licence, the corridors and chokepoints that supply chains actually run through, and the difference between a market that is large and a market where a newcomer can capture margin.