Our Insights

  • Another government resigns in Kuwait on 15 November 2019 at 10:11 am - Political disputes narrow the scope for meaningful reforms Daniel Moshashai | Regional Analyst – Geopolitics and Infrastructure | d.moshashai@castlereagh.net »
  • Iran drawing closer to isolation on world stage on 13 November 2019 at 13:11 pm - International tension rises over Iran’s nuclear programme, but regional thaw in Iran-GCC relations is possible Daniel Moshashai | Regional Analyst – Geopolitics and Infrastructure | d.moshashai@castlereagh.net »
  • EDGE Group and the future of Emirati defence on 13 November 2019 at 12:11 pm - UAE defence plans will require large-scale reform Daniel Moshashai | Regional Analyst – Geopolitics and Infrastructure | d.moshashai@castlereagh.net »
  • DP World’s expansion plans on hold due to Brexit uncertainty on 11 November 2019 at 11:11 am - Gulf heavyweight’s move reflects key risk facing government from UK’s delayed departure from EU Rachna Uppal |Senior Analyst Business & Finance GCC | r.uppal@castlereagh.net »
  • Saudi Arabia holds off on mega oil IPO – why? on 18 October 2019 at 16:10 pm - The kingdom has delayed the Aramco IPO due to unfavourable market conditions Rachna Uppal | Senior Analyst Business and Finance Gulf | r.uppal@castlereagh.net »
  • Russian-Saudi relationship on 15 October 2019 at 11:10 am - Russia and Saudi Arabia reaffirm ties, especially in energy, but fail to produce game-changing agreements Emily Stromquist | Director of Energy| e.stromquist@castlereagh.net »

Global indices

What’s new

  • Adriatic tourism: potential vs roadblocks 15 November 2019 - Croatia and Montenegro have large and growing tourism industries. While Montenegro has seen a range of major resort investments from foreign companies, developments backed by foreign direct investment in Croatia have been held up by bureaucracy and poorly conceived projects.… »
  • Gulf retail – shopped out? 12 November 2019 - With new shopping centres opening their doors and double-digit growth predicted in the medium term, the Gulf retail industry looks set for a boom. But the market may be struggling with oversupply and dwindling demand. Gulf Monitor | Jonathan Gorvett… »
  • The ups and downs of Iran’s economy 8 November 2019 - On a roller coaster ride for the past thirty years, Iran’s economy is once again in crisis mode. After a modest recovery following the signing of the Joint Comprehensive Plan of Action (JCPOA) and lifting of the UN oil embargo… »
  • Efforts to counter Iran by the US, Saudi Arabia and the UAE come to an end 5 November 2019 - President Donald Trump’s decision to withdraw troops from Syria signals the end of US support for the Saudi Arabia-UAE alliance which sought to counter Iran's strategic advances in the Middle East. Their decades-long effort received a major boost in 2017,… »
  • Changes afoot in Fujairah aim to boost the port’s global prestige 30 October 2019 - The Fujairah port and free zone began to emerge more than a decade ago as a strategic location for storage and bunkering given its positioning outside the Strait of Hormuz in the Gulf of Oman. While the location is not… »
  • Renewable energy powering electricity sector investment in sub-Saharan Africa 29 October 2019 - Renewable energy projects, particularly utility-scale grid connected developments, are emerging as an investment bright spot and capacity growth out-performer in sub-Saharan Africa’s wider power market. This will continue over the coming years, underpinned by strong underlying demand for electricity, the… »

Latest videos

Market Monitor

Adriatic tourism: potential vs roadblocks

Adriatic tourism: potential vs roadblocks

Croatia and Montenegro have large and growing tourism industries. While Montenegro has seen a range of major resort investments from foreign companies, developments backed by foreign direct investment in Croatia have been held up by bureaucracy and poorly conceived projects. Nonetheless, opportunities in Croatia and downside risks in Montenegro should not be discounted.

The ups and downs of Iran’s economy

The ups and downs of Iran’s economy

On a roller coaster ride for the past thirty years, Iran’s economy is once again in crisis mode. After a modest recovery following the signing of the Joint Comprehensive Plan of Action (JCPOA) and lifting of the UN oil embargo of 2012–16, the economic downturn which began in 2018 after the US implemented economic sanctions is set to worsen significantly this year and into next.  Despite the adverse impact this will have on the Iranian people, the end goal of US sanctions – to topple Tehran’s government or force it into a new President-Trump-approved nuclear deal – will not work, in part because Iran has built a substantial balance of payment buffers and diversified key parts of its economy.

Renewable energy powering electricity sector investment in sub-Saharan Africa

Renewable energy powering electricity sector investment in sub-Saharan Africa

Renewable energy projects, particularly utility-scale grid connected developments, are emerging as an investment bright spot and capacity growth out-performer in sub-Saharan Africa’s wider power market. This will continue over the coming years, underpinned by strong underlying demand for electricity, the lower-risk profile of renewable energy assets compared with conventional power infrastructure, and the continued implementation of government support mechanisms, namely procurement auctions.

Castlereagh Opportunities Series

Iran Economic Series

5 Reports each looking at key economic issues in Iran: Inflation, Banking, Corruption, Trade, Budgeting.

Malaysia Reports

3 Reports looking into political and economic relations between Malaysia and GCC countries.

Bespoke Reports

Findings tailored to your needs, from inception and field work to a final in-person presentation

Deal Monitoring

A second pair of eyes on your deal of interest

 

Strategic Advisory

The best way to learn from our unique exposure

Castlereagh Opportunities Series

Iran Economic Series

5 Reports each looking at key economic issues in Iran: Inflation, Banking, Corruption, Trade, Budgeting.

Malaysia Reports

3 Reports looking into political and economic relations between Malaysia and GCC countries.

The Castlereagh Retainer

Consultation
Two meetings to ascertain your needs

The Castlereagh Retainer

Online-account
Analysis tailored to your line of business

 

The Castlereagh Retainer

Access to Analysts
Skip the waiting line, talk to the expert

The Castlereagh Retainer

Access to an Online Account
Your Exclusive Client Area

The Castlereagh Retainer

Events and Dinners
Formal discussions, informal dinners with key personalities, two speakers at your events

Order a bespoke report

I’d like to order a bespoke report. Please send me more information.