Frontier Markets: Extreme Investing?
September 21st, 2012
Courtesy of BusinessWeek, a report on frontier markets: Freetown, Sierra Leone As far as investing goes, the economic battlefronts of Europe, China, and the U.S. seem like the only concern. Meanwhile, as if it could not care less about all that, Sierra Leone, the West African nation still shellshocked from years of truly horrific bloodshed, […]
Read more »India Retail: A Tricky Sell
September 21st, 2012
Via The Financial Times, a look at India’s pending retail (r)evolution: Parts of India took to the streets (or at least shut their shops) on Thursday to protest the reforms the Indian government introduced last Friday, chief among them the opening up of multi-brand retail to 51 per cent investment by foreign companies – Tesco, […]
Read more »Which Way Is Cuba Going?
September 21st, 2012
Via The New York Times, an interesting look at Cuba: On the plane, something odd but also vaguely magical-seeming happened: namely, nobody knew what time it was. Right before we landed, the flight attendant made an announcement, in English and Spanish, that although daylight saving time recently went into effect in the States, the island […]
Read more »Russian Energy In The Far East
September 19th, 2012
Via STRATFOR, an interesting report on Russia’s relationship with North Korea: Russia and North Korea have reached a settlement regarding North Korea’s $11 billion debt to Russia, Russian Deputy Finance Minister Sergei Storchak said Tuesday. According to Storchak, Russia has agreed to write off 90 percent of the debt amount. The remaining $1 billion would […]
Read more »Burma’s Economy: A Second Look
September 18th, 2012
Courtesy of Foreign Policy, a look at Myanmar: “Burma is the next Asian Tiger.” Don’t bet on it. The economies of the Asian Tigers don’t look anything like Burma’s, which is driven by primary industries such as natural gas, agriculture, timber, jade, and minerals. Together these industries made up over 80 percent of exports last […]
Read more »India’s Retail Revolution: On Layaway?
September 18th, 2012
Via The Financial Times, a more sobering look at India’s recent retail laws: India’s rush of reforms last week drew praise for a government normally resistant to anything that might compromise its electoral prospects. But, as days have gone by, the limitations of the government’s actions have become as apparent as the potential: India won’t […]
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.