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 »Colombia And China Strike Oil Deals
May 10th, 2012
Courtesy of The Wall Street Journal, a report on recent meetings between Colombian President Juan Manuel Santos Calderon and Chinese President Hu Jintao who signed deals to direct the Latin American nation’s exports to Asia. As the article notes: Colombian and Chinese officials struck agreements that may help direct much of the Latin American nation’s […]
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 »Peru And Colombia: Breaking Free Of The Commodity Super Cycle
May 8th, 2012
Courtesy of The Financial Times, a look at the economic development of Peru and Colombia: How would South America’s economies fare if commodities suddenly collapsed? Probably not very well. Indeed, that is why many investors still view the region as a cyclical play on world, and especially Asian, growth. Yet over the past two decade […]
Read more »Frontier Markets: Investing In The Middle Of Nowhere To Get Somewhere
May 8th, 2012
Via The Emerging Frontiers blog, a look at a recent Citi report on frontier markets: There’s investing for the long term, and then there’s investing as though you won’t need to cash out until the day after forever. A recent report by Citigroup offers ideas for anyone who has a time horizon that’s not quite […]
Read more »Vietnam: Not The Next China
May 8th, 2012
Courtesy of The Financial Times, a close look at Vietnam: Until 2008 Vietnam was regarded as “the next China”. Then the global credit bubble burst and a far-less impressive economy emerged. But after returning from 10-days of field research looking at factories and infrastructure in Guangdong and Wuhan, in China, and the same in northern […]
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.