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 »Unleashing Indonesia’s Economic Potential
September 18th, 2012
Via McKinsey Quarterly, an interesting look at Indonesia’s economic growth potential: Most international businesses and investors know that modern Indonesia boasts a substantial population and a wealth of natural resources. But far fewer understand how rapidly the nation is growing. Home to the world’s 16th-largest economy, Indonesia is booming thanks largely to a combination of […]
Read more »Mexico: 5% Growth?
September 17th, 2012
Via The Financial Times, an article looking at the economic growth potential for Mexico in 2012: Mexico could conclude the year with economic growth of as much as 5 percent, Gerardo Rodríguez, the deputy finance minister said Monday. Good news indeed. Most analysts had been forecasting 4 per cent at most, while the International Monetary […]
Read more »Iran: A Nation Under Sanctions
September 17th, 2012
Via Time, an interesting look at Iran: On Tehran’s western outskirts is Iran’s first and only wholesale supermarket–a kind of Persian Walmart-Costco hybrid. Women push giant carts around on gleaming white floors, past rows of the latest Apple computers and Sony flat-screen televisions–perhaps contraband, perhaps fakes. They sift through racks stuffed with designer clothes and […]
Read more »The Sino Indian Vietnamese Triangle: Old Grudges, Hydrocarbons, And Geopolitical Gamesmanship
September 14th, 2012
Via Energy Tribune, a very interesting two-part series examining the complicated history of the relationships between India, China, and Vietnam, especially as they revolve around oil & gas resources: Vietnam is a country that has seen its share of war, suffering and hardship. From its days of French colonial rule and the 1950s war to […]
Read more »Zimbabwe: A Baffling Billion Dollar Bailout Bet
September 14th, 2012
Courtesy of the Financial Times, a look at Zimbabwe’s latest efforts to use financial engineering to escape its fundamental monetary problems: Since dollarisation in 2009, policymakers in Zimbabwe have failed to solve the problems created by weak banks in a bankrupt econokmy with an overcrowded financial sector. Policy – driven by politicians not technocrats – […]
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.