Myanmar: Frontier Banking
January 13th, 2012
Courtesy of The Financial Times, a report on Myanmar’s nascent banking sector. As the article notes: For all the hoopla surrounding Myanmar as the new Wild West following its half-century of isolation, a truly frontier market is its banking sector – ATMs became available just two months ago. But one bank has picked up the […]
Read more »Stop / Start: Myanmar’s Investment Liberalization
January 12th, 2012
Via The Financial Times, a report on Myanmar’s uneven path towards more liberal foreign direct investment policies. As the article notes: The “will of the people” is not a phrase you hear very often in government communications about foreign direct investment in Myanmar. But that is the reason the nominally civilian government of president Thein […]
Read more »North Korea: Authoritarian Capitalism
January 11th, 2012
Via Forbes, commentary on the future of free enterprise in North Korea. As the article notes: “DOES THE DEATH of Kim Jong Il portend any change in foreign trade and investment with a range of “enemies,” including the U.S.? Maybe. Dear Leader’s anointed successor, third son Kim Jong Un (a.k.a. “Brilliant Comrade”), is believed to […]
Read more »How the West Is Missing China’s Geopolitical Focus
January 10th, 2012
Courtesy of The Oil and The Glory, an interesting article on how the West is wholly missing China’s geopolitical focus. As the report notes: On a recent visit to China, Turkmenistan President Gurbanguly Berdymukhamedov smiled broadly as he was awarded the title of Emeritus Professor at Peking University. Yet his satisfaction was probably less the […]
Read more »The Oil Potential of Iraqi Kurdistan
January 10th, 2012
Via The Oil Drum, a look at the oil potential of Iraqi Kurdistan: Whilst much of Iraq may be viewed as in a metastable social and political state, the semi autonomous northern region of Kurdistan has enjoyed relative peace for a number of years. This has enabled the regional government to develop oil exploitation laws […]
Read more »Latin America’s Economic Growth
January 10th, 2012
Courtesy of Emerging Markets Insights, a look at Latin America’s economic growth: 2011 year-end growth figures and new forecasts for 2012 demonstrate continued, but slower, growth, and the emergence of new risks and opportunities in LATAM. Brazil’s growth will subdued, by recent standards, and Argentina is preparing for a potentially painful economic restructuring. While larger […]
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.