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 »Sudans’ Oil Feud Risks Shattering a Fragile Peace
February 13th, 2012
Via The New York Times, a report on the oil feud between South Sudan and Sudan which threatens stability in the region. As the article notes: Sudan and the breakaway nation of South Sudan have been locked in an exceedingly dangerous game of brinkmanship over billions of gallons of oil, seizing tankers, shutting down wells […]
Read more »China Lone BRIC Among Top Emerging Markets
February 13th, 2012
Via Bloomberg, a look at Bloomberg Markets’ first ranking of the most-promising emerging and frontier markets for investors: When Antoine van Agtmael was traveling around Asia in the late 1970s, he became convinced there were companies worth investing in throughout the developing region. In 1981, while working for the World Bank’s International Finance Corp., he […]
Read more »Nigeria: No. 1 in Africa by 2014?
February 8th, 2012
Via The Financial Times, a report on Nigeria’s potential to become Africa’s largest economy by 2014. As the article notes: Nigeria is by far Africa’s most populous nation but in 2010 its GDP was less than two thirds that of South Africa, the continent’s richest country. That, at least, is according to the IMF – […]
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.