Flow FDI

Foreign Direct Investment Research 🏴 Sovereign Credit Rating Intel 𓊝 Maritime Shipping Data ⚖️ Quarterly FDI Briefings

[Sopheap Ly @SlyKH811]

Cambodia had already informed Thailand & the world of the steps it’d take if Thailand chose to unilaterally terminate the MOU.
It’s clear that Thailand has no willingness to resolve the dispute & is uncomfortable with Cambodia turning to international law as a path to resolution

[Flow FDI @flow_fdi]

When people consider “Latin America exposure” as a single investment line, Colombia serves as a practical test case for the decade ahead. It sits at the intersection of US-China rivalry, the energy transition, and nearshoring-linked services. FDI continues to move into the parts of the economy aligned with those global trends, and the recent bilateral reset provides a foundation to sustain that direction.

[Flow FDI @flow_fdi]

Colombia’s FDI held steady in key non-extractive sectors through late 2025, and that pattern connects to the US-Colombia reset after Trump and Petro’s White House meeting this week. 🇺🇸📷<🇨🇴ship a real anchor for LatAm in a fragmenting global economy.

[Flow FDI @flow_fdi]

Capital inflows are shifting directions faster than many realize. From 2023 through mid-2024, the largest amounts went to renewables (~ $1.9B), food and beverages (~ $700M), communications ($580M) transport and storage, and software and IT services. Bogotá is positioning itself as a solid tech and services center, supported by sector incentives, a growing base of developers and professionals, and stronger connectivity.

[Flow FDI @flow_fdi]

January 2026 🌍 Top 5 Events Recap:
1. U.S. grabs Maduro Nicolás Maduro taken in airstrikes. Delcy Rodríguez is now acting president. Oil prices moved. Latin America’s power setup changed fast.
2. EU locks in huge FTAs with Mercosur and India Tariffs cut sharply on both. That opens up roughly a quarter of global GDP. Real impact on agri, autos, textiles, machinery trade.
3. OpenAI tests ads in ChatGPT Free and basic users in the U.S. now see sponsored spots at the bottom. They’re finally turning that huge audience into revenue without messing up the premium side.
4. Google rolls out serious AI upgrades Veo 3.1 improves video generation. Project Genie brings interactive world-building. Gemini gets more personalized and baked in deeper. Strengthens their hold on search, creativity, daily tools.
5. Arctic / Greenland tensions rise Europe sends troops to Greenland under Operation Arctic Endurance because of U.S. pressure. Critical minerals, shipping routes, commodity access just became a lot more competitive.

[Thomas van Linge @ThomasVLinge]

Myanmar 🇲🇲 MAP UPDATE: The situation in Myanmar as of 01/11/2025.

The month of October was one of several setbacks for the resistance. After losing control of Kyaukme and Hsipaw the TNLA agreed to a ceasefire with the junta, abandoning the towns of Mogok and Momeik. Local PDF units have vowed the keep defending the area.

[Flow FDI @flow_fdi]

Central Asia’s shift from resource pawn to strategic player reshapes global markets and alliances. How do you see this impacting macro trends?

[Flow FDI @flow_fdi]

Central Asia 🇺🇿 🇹🇲 🇰🇿 🇹🇯 🇰🇬 is redrawing global energy and trade maps. A $500M 🇨🇳 China gas deal, U.S. rare earths pivot, and a $10B pipeline push signal a new power hub. Why this matters for geopolitics and markets—thread.

[Flow FDI @flow_fdi]

Stakes: TAPI ties CA to the India-Middle East-Europe Corridor, challenging China’s BRI in Eurasian trade. With Brent at $85/bbl and OPEC+ cuts, it could ease Asia’s inflation via new energy hubs.

[Flow FDI @flow_fdi]

Russia’s 2025 Taliban delisting aims to stabilize Afghanistan, but ISIS-K’s 2024 Moscow attack (137 deaths) shows risks. Why it matters: Central Asia’s border security shapes global counterterrorism.

[Flow FDI @flow_fdi]

Kazakhstan drives 60% of Central Asia’s GDP, with $88B in 2024 exports. Its Kuirektykol deposit has 28.2M tons of rare earths for AI & renewables. Why it matters: It’s challenging China’s tech mineral grip.

[Flow FDI @flow_fdi]

Central Asian summits since 2017 strengthen unity. EU-Central Asia Summit (Apr 2025) secured $1.2B in energy deals. Why it matters: A united region counters Russia & China, boosting trade clout.

[Flow FDI @flow_fdi]

Central Asia’s reshaping the world. From rare earths to trade routes, it’s breaking free from Russia & eyeing global power. Why? Its moves ripple through energy, tech & security. Dive in. 🧵