Forget Asia: Look At Sao Tome, Guinea Bissau, Guinea Conakry, Gambia or Benin
February 24th, 2012
Via The Economic Policy Journal, an interesting article on Africa’s investment potential. As the report notes: Doug: Lobo, you were in Africa – the Congo – last time we talked. How did that go? L: I saw a lot of changes from my previous visit to the DRC in 2006. That brings up an interesting […]
Read more »Vietnam: A New Asian Tiger?
February 23rd, 2012
Via Foreign Policy, a report on Vietnam’s Vietnam many intrinsic strengths — a young labor force, abundant natural resources, and political stability — as well as some short-term risks to a productivity-led growth agenda: It’s clear that much has changed in Southeast Asia since the Vietnam War. Over the past 25 years, Vietnam has transformed itself. […]
Read more »Venezuela: On Cusp Of A Post-Chavez Oil Boom?
February 23rd, 2012
Via Oil and Glory, a look at Venezuela’s oil future if President Chavez has to drop his re-election plans due to health issues: If Venezuelan President Hugo Chavez is forced to drop his bid for re-election for health reasons, will the primary repercussion for the West be the exit of a voluble thorn in the […]
Read more »China’s “Rason d’Etre” For Investing In North Korea
February 22nd, 2012
Via STRATFOR, some analysis on the reported Chinese investment in North Korea’s Rajin-Sonbong Special Economic Zone. As the article notes: “…The Chinese Foreign Ministry denied allegations made in a Feb. 16 South Korean media report regarding its agreement with North Korea to jointly develop the Rajin-Sonbong Special Economic Zone, a port area in northeast North […]
Read more »The East African Ride to Middle Income
February 22nd, 2012
Via The World Bank, an interesting article on East Africa’s economic growth trajectory: “You have embarked on a long train ride in Africa. The train is in bad shape, the ride is bumpy and breakdowns frequent. You wonder when you will arrive at destination or if you ever will. But after a tortuous first half of […]
Read more »Myanmar: Golden Opportunity Or Recipe For Trouble?
February 21st, 2012
Courtesy of The Financial Times, an article on Myanmar’s economic potential. As the report notes: Over the past year as Myanmar has launched a shockingly rapid era of reform, foreign investors have descended on the country, convinced it is the next Asian tiger cub economy and that western democracies soon will lift all sanctions. In […]
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.