Cambodia: In Search Of Good Policies To Go With Good Economics
May 13th, 2012
Via the Emerging Frontiers blog, an article on Cambodia’s regulatory environment: Tiny Cambodia might seem like the most exciting place for business in Asia these days. Regulations are minimal and often non-existent. Income taxes are left simple. Returns on capital won’t get debased by the government, since the reigning currency is the U.S. dollar. Judging […]
Read more »Ecopetrol: A Calm In The Midst Of A Storm?
May 13th, 2012
Courtesy of Seeking Alpha, a report on Colombia’s Ecopetrol corporation. As the article notes: Since the start of 2012, we have seen significant pullbacks in the stock prices of many of Latin America’s oil majors. Brazil’s Petrobras (PBR) has fallen by 18%, Petrobras’ Argentine subsidiary Petrobras Argentina (PZE) also fell by 18%, and Argentina’s largest […]
Read more »Myanmar: A Gold Mine With Frontier Risks?
May 13th, 2012
Via the Emerging Frontier blog, another look at Myanmar: As Myanmar prepares for an economic resurgence following the end of decades of military rule, wide-eyed firms from all over Asia are competing for a piece of the potentially lucrative pie. With largely untapped natural resources, including minerals, metals and fossil fuels, and a tourism sector […]
Read more »The Commodity Megatrend: Look to the BRICs
May 10th, 2012
Via ValueWalk, a report on the impact of commodity scarcity and pricing on BRIC nations: “The most valuable commodity I know of is information.” (Gordon Gecko in “Wall Street” by Oliver Stone) Commodities have experienced a renaissance after the bursting of the internet bubble at the end of the 20th century. The new and […]
Read more »North Korea’s Resource Headache
May 10th, 2012
Courtesy of The Diplomat, an interesting look at North Korea: North Korea’s moribund economy is one that most observers would like to see marketized and internationalized. This is often considered an end in itself, wherein such transformations would expose the country to irresistible forces of social and political reform. Indeed, there’s evidence that changes in […]
Read more »China’s Pipeline From Myanmar Under Pressure
May 8th, 2012
Via China Dialogue, a look at the challenges related to the planned Chinese pipeline from Myanmar’s west coast to China: In late February, Burmese vice-president U Tin Aung Mying Oo led a ministerial delegation to Maday Island on Myanmar’s west coast, the starting point for two major pipelines that will carry oil and gas to […]
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.