Azerbaijan: Socar, So Good…
October 24th, 2012
Via GreenGoPost, a look at Azerbaijan’s oil dependence: In Azerbaijan, the hydrocarbon, oil, and gas extraction industry continues to represent the lion’s share of the economy. Yet, according to economist Vugar Bayramov, director of the Center for Economic and Social Development, the mismanagement of profits and the lack of a development strategy for other sectors […]
Read more »The Global Banking Leaders of the Future
October 24th, 2012
Via HBR Online, a look at some of the emerging market banks that may replace outbound international institutions, such as Russia’s Sberbank and Brazil’s BTG Pactual which has been clear about its intent to become the largest investment bank in emerging markets by the end of the decade: The global banking industry faces two opposing […]
Read more »Myanmar: Set To Ease Investment Restrictions
October 24th, 2012
Via The Financial Times, a report on Myanmar’s foreign investment regulations: Myanmar’s parliament is set to relax some of the restrictions on foreign investment it had proposed, following changes requested by President Thein Sein to the country’s long-delayed foreign investment law, according to MPs who discussed the president’s requests in parliament’s new session this week. […]
Read more »Indonesia: Investors Keep Coming
October 23rd, 2012
Via The Financial Times, a report on Indonesia’s continued investment growth: Indonesia continues to defy the global gloom and fears about a deteriorating domestic business environment, reporting record foreign direct investment for the second consecutive quarter. Although China, India and some other emerging markets are feeling the effects of the slowdown in the west, south-east […]
Read more »North Korea’s Destiny
October 23rd, 2012
Via STRATFOR (subscription required), interesting commentary on a possible scenario for the collapse of North Korea in the years ahead: As we have pointed out previously, in the principal divided-country scenarios of the second half of the 20th century — North and South Vietnam, East and West Germany, North and South Yemen — reunification was […]
Read more »Investing Opportunities: Frontier Markets
October 23rd, 2012
Courtesy of The Financial Times, an interesting article on investing opportunities in frontier markets: When asked about investing in frontier markets, pension funds say they like the idea but they need to move with caution. Ramon Tol, an equity fund manager at Blue Sky Group, which manages €16bn on behalf of Dutch pension funds, explains […]
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.