The End of the Vietnamese Miracle
July 13th, 2012
Via Foreign Policy, a report on Vietnam’s economic challenges ahead: “…In what was once one of Asia’s most exciting emerging markets, Nguyen Van Nguyen sees only gloom ahead. Since 2008, his business in southern Vietnam’s economic capital has suffered through two volatile bouts of inflation, peaking in August 2011 at 23 percent — at the […]
Read more »Where To Locate Your China Retail? Wake Up And Smell The Coffee…
July 13th, 2012
Via The China Law blog, an interesting article on potential connection between the number of Starbucks (and even other coffee shops) and the “readiness” of that Chinese cities for Western companies, at least Western retail companies: For many years here in Seattle, a newish/smallish coffee chain called Seattle’s Best Coffee (SBC) was said to choose […]
Read more »Mongolia
July 11th, 2012
Via EM PE, a look at Mongolia: In the land of blue skies, a niche investment opportunity awaits for first movers in an unspoiled market of growing SMEs primarily in the infrastructure and services sectors. I recently spent a few days in Mongolia as part of our investigation into making potential fund investments in the […]
Read more »Post Election, Libya Focuses On Investment
July 11th, 2012
Via The Financial Times, a commentary on Libya’s investment outlook following its first free election in decades: Libya’s first free election in six decades is an important step to get the country’s economy moving again, attract investment and unleash the true potential of the country’s oil wealth. Although Libyan daily oil production is well on […]
Read more »Mexico: Numero Uno In LatAm?
July 11th, 2012
Courtesy of The Financial Times, a look at Mexico’s potential over the coming decade: Forget the Bric countries or even just Brazil, the sweetheart of international investors over the past few years: it’s all about Mexico now. That is the overriding conclusion of a report on Mexican banks, which was published Tuesday. The Nomura Equity […]
Read more »China And India Unite On Energy
July 10th, 2012
Via The Diplomat, analysis of the growing energy ties between China and India: On June 19, 2012 India’s Oil and Natural Gas Corp. (ONGC) and the China National Petroleum Corp. (CNPC) signed a Memorandum of Understanding (MoU). The MoU is intended to strengthen existing exploration and production (E&P) operations in Burma, Sudan, and Syria, and […]
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.