South Sudan: A Tricky Sell In NYC
March 12th, 2012
Courtesy of The Financial Times, a report on South Sudan: It’s not easy convincing investors that your brand-new country is worth backing. Last July, Riek Machar, South Sudan’s vice president, was in New York to mark his newly-independent country’s admission to the United Nations. As he did so as the oil wealth that provides 98 […]
Read more »Mr. Li, I Presume? China In Africa (2)
March 9th, 2012
Via Foreign Policy and the Christian Science Monitor, a look at China’s investments in Africa: We all know that China is deeply invested in Africa. There is, at least on the surface, a mutually beneficial relationship to be had between China and individual nation states. China has money, the capacity to invest and build in […]
Read more »North Korea: An (Economic) Enigma Wrapped In A Riddle…
March 9th, 2012
Courtesy of Foreign Policy, a look at North Korea’s economic performance: The government of North Korea regards economic statistics as state secrets, which makes the country’s economy difficult to study. I do careful survey research on the North Korean economy by surveying defectors, Chinese enterprises, and South Korean firms. Still, North Korea is so opaque […]
Read more »Colombia
March 9th, 2012
Via Mark Mobius’ blog, a look at Colombia, an investment destination growing in attractiveness: Colombia is a land of culturally rich colonial cities, lanky skyscrapers, pristine beaches, dense Amazon jungle, snow-capped Andean and Sierra Nevadan mountains, archeological ruins and home to author Gabriel Garcia Marquez. And, I should add, in my view, a country ripe […]
Read more »New Seven Sisters and State Owned Entities: Seeing Slower Growth
March 9th, 2012
Via Bloomberg, a report that state-owned entities in many BRIC countries are seeing slower growth as shareholder value is sidelined by other priorities. As the article notes: Investors in the biggest state- controlled companies are being punished with the lowest valuations in six years by emerging-market leaders putting public services ahead of shareholder profits as […]
Read more »Africa: No Major Changes In Forecast
March 9th, 2012
Via Emerging Markets Insights, a look at African economic growth rates in the past month and a likely forecast ahead: Relatively high commodity prices are supporting government spending plans for most oil and gas exporters in the Middle East and Africa. If rising tensions involving Iran and Israel turns into a conflict, then commodities prices […]
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.