I’ll cover a lot of random subjects, but let me start with an invitation. I was invited to give a talk about China and Japan at my alma mater, the University of Colorado at Denver. Here is the invite:
We are pleased to invite you to an upcoming International Executive Roundtable on Thursday, April 15, 2010 [...]
I’ve received so many emails about the WSJ front page article in which the Russian expert, a professor and ex-KGB agent predicts that the US will falter and be split up into five zones (see map below, here is a link to the original article and here is a link to his video interview) and [...]
Bad decisions when times were fat spell a rough road ahead for those who hold their savings in Russian currency. It is amazing how things change in a few months. In September, Russia was on top of the world, the returning global power. Today, it is slipping into obscurity. If it did not have nuclear [...]
If I’ve learned anything over the years, it’s that people don’t learn. Recently, I talked to my cousin who is an executive with a Russian airline company. In our discussion he mentioned that his company just received semi-unsecured loans (all planes are leased so they are not used as a collateral) from western banks at 10% [...]
Royal Dutch Shell’s $7.5 billion sale to Gazprom may have been coerced by the Russian government. Vitaliy Katsenelson looks at the Sakhalin-2 sale and examines the long-term implications if Russia disregards Western investment.
[I had a different title in mind for that article Russia: Screw the West, We Don’t Need Them Anymore, but my editor decided [...]
The Russian government’s threat to suspend licenses for two giga-billion projects by TNK-BP, in part owned by BP (BP) and Royal Dutch Shell (RDS-A), is not uncharacteristic of Russia and its very short term thinking. The Russian government argues that it is based on environmental concerns. Nothing, I repeat nothing, in Russia gets done based on environmental concerns. The government simply wants to muscle in on a larger stake in the projects.