Mongolia: Riskier Than Belarus?
May 4th, 2011
Courtesy of The Financial Times, an article on Moody’s risk profile of Mongolia: Mongolia may be the darling of the mining world and a hotspot for investors in developing Asian economies. However as far as the credit markets are concerned, it might as well be a Greece or a Belarus. That’s according to Moody’s, which […]
Read more »Pakistan: underinvested
May 2nd, 2011
Via The Financial Times, a brief analysis of the investment potential in Pakistan given recent events: “…If the US Department of State follows up on its pledge to pay $25m in reward money for information leading to the capture of Osama bin Laden, then perhaps somebody, somewhere, is in line for a mega-windfall, equivalent to […]
Read more »China-Uzbekistan: Gas diplomacy
April 26th, 2011
Courtesy of The Financial Times, a report on recent Chinese and Uzbekistan discussions over natural resources. As the article notes: “…China has taken another step to loosen Russia’s stranglehold on central Asian gas supplies after winning an offer from Uzbekistan to double the amount of gas it has promised to supply. Uzbekistan has already committed […]
Read more »BRICs In The Wall
March 31st, 2011
Courtesy of The Financial Times, a look at the performance of smaller emerging markets around the world: “…While the Brics make headlines, smaller markets can often give investors a better return. The problem is that a small market can be more volatile – too many eggs in Thailand can be riskier than too many in […]
Read more »Emerging Markets Cities: GDP Growth Drivers
March 25th, 2011
Courtesy of The Financial Times, a report on the big shift towards emerging markets cities as a driver of GDP growth. As the article notes: “…The world’s 600 biggest cities account for 60 per cent of global GDP growth. And that won’t change over the next decade and a half. What will change, dramatically, is […]
Read more »Iraq: Operation Investment?
March 25th, 2011
Via The Globe and Mail, an update on Iraq – a market of rising potential and new-found stability in a place where one might least expect it. As the article notes: “…The Iraq Stock Exchange (ISX), launched seven years ago but until recently a stagnant backwater of an equity market, is up 30 per cent […]
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.