Vietnam: A Sunny Forecast?
February 26th, 2010
Via Foreign Policy and The Eurasia Group, an interesting look at Vietnam’s economic prospects. As the article notes: “…A few years ago, Vietnam looked set to lead the pack among “frontier markets,” the next wave of emerging players to offer cutting-edge growth and investment opportunities. Banks were setting up Vietnam funds. Unfortunately, the country’s sometimes […]
Read more »Myanmar’s Privatization Plans
February 19th, 2010
Courtesy of The Wall Street Journal, an interesting look at a flurry of privatizations of key state enterprises in Myanmar which is raising speculation about whether the country’s military regime is planning more market reform or simply trying to cash out before an election expected later this year. As the article notes: “…The Myanmar government […]
Read more »Ports In A Storm? China’s Port Projects in Southeast Asia
February 17th, 2010
Courtesy of The New York Times, an interesting report on China’s ambitious trading strategy in South Asia and its influence on its Asian neighbors. As the article notes: “…Now, China is investing millions to turn this fishing hamlet into a booming new port, furthering an ambitious trading strategy in South Asia that is reshaping the […]
Read more »Cambodia
February 15th, 2010
Via The Khmer News, an interesting look at the potential offered by Cambodia today. As the article notes: Douglas Clayton, founder of frontier market fund manager Leopard Capital, has a habit of relocating to the country he believes is on the cusp of development. Right now, his home is Cambodia. “It’s fun to be in […]
Read more »Ding, Dong: Is The Bell Tolling For Vietnam?
February 12th, 2010
Courtesy of The Wall Street Journal, a report that Vietnam will devalue its currency for the second time in less than three months as the Southeast Asian nation continues to struggle with a hangover from economic volatility during the past two years. As the article notes: “…An increasingly popular destination for Western capital, Vietnam continued […]
Read more »Azerbaijan’s Pipeline To Iran
February 12th, 2010
Courtesy of STRATFOR (subscription required), details on the plans by Azerbaijan’s state-owned energy firm, SOCAR, to construct a new pipeline to export natural gas to Iran. As the article notes: “…The report quoted the deputy head of Azerigaz, SOCAR’s natural gas subsidiary, as saying that work was in progress to construct the 200-kilometer-long (124-mile-long) Sangachal-Azadkend-Astara […]
Read more »Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.