LUSTI vs. BRICs
January 31st, 2011
Via Edge Perspectives, an interesting look at LUSTI nations (Lebanon, United Arab Emirates, Singapore, Tunisia and Israel), nations that – in the evolving global business landscape – the article believes will thrive as small countries and urban spikes becoming the focus of economic value creation and large national governments become increasingly marginalized. As the report […]
Read more »Cambodian Resistance To Chinese Investment?
January 31st, 2011
Courtesy of the China Law blog, an interesting second look at China’s economic relationship with, and influence on, Cambodia. As this article notes, there is some resistance to Chinese investment that is starting to emerge: “…I commented [earlier] on the rumors of extensive investment by China into Cambodia. The rumor at that time was that […]
Read more »Mongolia: The World’s Best Performing Stock Market in 2010
January 31st, 2011
Courtesy of The Financial Times, a report on the Mongolian stock exchange: “…The world’s best-performing stock market last year was, of course, in an emerging economy. But rather than a steel-and-glass tower rising above a heaving megalopolis, it was in a cheerful pink former children’s cinema in Ulan Bator. This is the Mongolian Stock Exchange, […]
Read more »Colombia: From Violence and Drugs To Returns?
January 29th, 2011
Via Nick Vardy, an interesting look at Colombia: When you hear the name “Colombia,” two other words probably spring to mind: “violence” and “drugs.” Indeed, for most investors, it’s hard to imagine Colombia as anything but a “Scarface”- style narco state. Yet, this popular image of Colombia does not do the country justice for the […]
Read more »Trading ‘Til It Yurts…
January 24th, 2011
Via The Financial Times, an update on the continued development of the Mongolian Stock Exchange: “…Mongolian yak butter futures, anyone? This week the London Stock Exchange said it had agreed a “strategic partnership” with the Mongolian Stock Exchange. The what? Does the LSE really share any strategic interests with a tiny stock exchange on the […]
Read more »China: Herding Black Sheep
January 24th, 2011
Via The Financial Times, an interesting look at China’s relationships with “black sheep” nations: “…As the 2008 Olympics approached, China underwent a crash course in the politics of overseas investments when human rights groups accused Beijing of holding a “Genocide Games” on the grounds that its oil investments in Sudan were sustaining a scorched earth […]
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.