The Great Rate Divide: Hikes In Frontier Markets Match Emerging Markets Cuts
October 14th, 2011
Courtesy of The Financial Times, an interesting look at a number of frontier markets that raised their interest rates recently. As the article notes: “…While Indonesia this week made headlines by becoming the latest emerging market to cut interest rates, Nigeria added its name to a growing list of frontier markets that have this month […]
Read more »Investing In North Korea
October 14th, 2011
Two interesting articles on North Korea, perhaps the most enigmatic of all frontier markets. The first, via Forbes, looks at potential early efforts to bring Coca-Cola to North Korea: Global capital is an inherently lonely trade, but as Gabriel Schulze ambles into the conference room of Yanggakdo International Hotel, a towering edifice separated by a […]
Read more »Libyan Stock Market Catches The Eye Of Intrepid Frontier Market Investors
October 12th, 2011
Courtesy of The Financial Times, an interesting article on the promise of Libya’s fledgling stock market in light of the recent changes in the country. As the report notes: “Libya’s fledgling stock market is attracting investor attention as the country’s new rulers aim to relaunch it after a wartime shutdown of more than six months. […]
Read more »Turkmenistan: Home To The World’s Second-Largest Natural Gas Field
October 12th, 2011
Via The Washington Post, a report that the Central Asian nation of Turkmenistan is sitting on top of the second-largest natural gas field in the world, according to figures unveiled by an independent British auditor. As the article notes: “…The assessment by Gaffney, Cline & Associates will likely be greeted with relish by the ex-Soviet […]
Read more »Iran, Korea To Build Oil Pipeline
October 10th, 2011
Via the PakObserver, a report that Iran and South Korea have signed a contract to construct a 1,680-kilometer pipeline to transport oil from the Caspian Sea in the north to the Sea of Oman in the south. According to the article: “…The pipeline, which will transport crude oil from the port of Neka in northern […]
Read more »Surging Economies, in Search of Surging Stocks
October 9th, 2011
Courtesy of The New York Times, an interesting article on the resilience of emerging economies: “…IDEAS that come into vogue and fail to pan out may not be wrong, just early. Is “decoupling” one of those ideas, and has its time come at last? Decoupling holds that rapid growth in emerging economies will support their […]
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.