One Belt One Road – The Looming Political Risk

China’s One Belt One Road (OBOR) initiative will be the greatest infrastructure investment project of our time – or something along those lines. This has become the standard mantra in investing and media circles and can be heard almost as often as the deflected answer to any Bitcoin related question – “Blockchain a revolutionary technology”. We often hear that OBOR... [ more ]


Market Watch – Trade Wars

Trump is making yet more headlines today with a threat to impose $60 billion worth of trade tariffs on China. This has been the nightmare scenario of many market participants of late. History demonstrates that trade wars are hugely destructive and generally result in an aggregate loss for all parties. Paired with the tech stock slump yesterday which saw Facebook... [ more ]

Ho-Chi-Minh-Stadt (HCMC) zählt fast 7,7 Millionen Einwohner und erlebt derzeit eine Phase dynamischen Wirtschaftswachstums, industrieller Expansion und veränderter Landnutzung, was die Stadt zu einem attraktiven Geschäftsstandort macht und ihren Reichtum steigert. Siemens ist seit 1979 in Vietnam präsent und dort seit 1993 offiziell niedergelassen.

Ho Chi Minh City (HCMC) with its nearly 7.7 million inhabitants is witnessing a dynamic phase of economic growth, industrial expansion and land use change which is transforming the city's fortunes and attracting business opportunities. Siemens has been present in Vietnam since 1979 and was officially established since 1993.

Vietnam Search Fund

Vietnam Search Fund with Pozières Capital Management Pozières Consulting is working with Pozières Capital Management in the launch of a venture-backed Search Fund in Vietnam. As one of the fastest growing countries in the world, Vietnam is fast becoming the hub for innovative start-ups in South East Asia. Pozières Consulting is seeking alumni and ambitious recent MBA graduates who are... [ more ]

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Taliban Threat to Water Management Projects in Afghanistan

Water management projects such as dams and hydroelectric power stations have attracted investment from multiple sources such as private companies, foreign governments and the World Bank. The Salma Dam for example is heavily funded by the Indian government at an estimated cost of US$275 million. However, the security situation in Afghanistan has at times rendered such projects unpredictable and accompanied... [ more ]


North Korea: A dirty little secret

North Korea has long been a dirty little secret among analysts and intelligence agencies and that dirty little secret is now in danger of coming out for all to see. What is the secret you ask? Lean in and we’ll tell you – it’s just, well, it’s that we have absolutely no idea what’s going on in North Korea! No... [ more ]


Pozières Consulting named by Consulting Magazine one of their ‘Seven to watch in 2017’

In an industry that favor’s large faceless consulting houses, Pozières Consulting’s bespoke thematic approach to political and security risk has set it apart from its’ competitors. Our industry struggles with competing pressures of discretion and advocacy while sometimes resembling a business model of an old speak-easy. Therefore engaging with new clients while still maintaining the limited public profile that our... [ more ]


Australia’s Property Bubble

Australian’s need an intervention, a wake-up call – Australia is home to the only forty year olds in the world who don’t know what a recession is or what 10%+ interest rates feel like. 25 years of sustained economic growth off the back of a mining boom and a 38% growth in population has insulated an entire generation of Australian... [ more ]


Western Australian Premier requests Pozieres Day Declaration

Western Australian Premier Mark McGowan has written to the Prime Minister requesting July 23 be recognised across the country as Pozieres Day, to commemorate the WWI battle. The campaign to take the French village of Pozieres began 101 years ago as part of the larger battle of the Somme, which had started at the beginning of July, 1916. Over seven... [ more ]


Aung San Suu Kyi and the Tatmadaw

The democratically elected government in Myanmar under Aung San Suu Kyi has so far disappointed many voters and international observers. Her supporters blame the military for the government’s shortcomings, but this argument remains unconvincing. The National League for Democracy (NLD) has been in power in Myanmar for over a year now, following its landslide victory in the November 2015 elections.... [ more ]


Expropriation in Venezuela

The automaker General Motors (GM) has been involved in another expropriatory event, this time in Venezuela. Having also experienced expropriation attempts in Uzbekistan last year, GM has now pulled out of its operations in Venezuela following a government takeover of its plant amid large-scale violent protests. On Thursday, GM issued a statement claiming public authorities “unexpectedly” took over its plant,... [ more ]