Russia And China: Shared (Border) Interests
November 14th, 2012
Via Mark Mobius, some commentary on the shared interests of Russia and China: Whether our neighbors are as close as the airplane seat next to us or across a national border, most would probably agree that while we may not see eye to eye, peaceful cooperation makes more sense than tense relations. China and Russia […]
Read more »Forget the Silk Road, Hit The M3: Mozambique, Myanmar, Mongolia
November 14th, 2012
Courtesy of The Financial Times, a article on what some have termed the M3 Axis: Myanmar, Mozambique, and Mongolia: Emerging markets investors certainly love their acronyms. First came the Brics, courtesy of Jim O’Neil at Goldman Sachs. Rather less well-known are HSBC’s frontier market “Civets” – Colombia, Indonesia, Vietnam, Egypt, Turkey and South Africa. And […]
Read more »Indonesia: The Darling Of Investors, But For How Long?
November 13th, 2012
Courtesy of Foreign Policy, a look at Indonesia’s investment prognosis: It is befitting that Indonesia has become the latest darling of the investment community, drawing private equity firms, retail and consumer giants, and the world’s largest automakers to its shores. Even in a depressed global economy, the world’s fourth most populated country continues to grow […]
Read more »Bangladesh Could Be ‘Next China’
November 13th, 2012
Via The Daily Star, an interesting article comparing Bangladesh to China: From left, Ahsan H Mansur, executive director of Policy Research Institute; Zahid Hussain, a senior economist of World Bank in Bangladesh; AMA Muhith, finance minister; Ellen Goldstein, WB country director; Debapriya Bhattacharya, distinguished fellow of the Centre for Policy Dialogue, and Salman Zaidi, WB […]
Read more »China Eyes Big Investment Opportunities In North Korea
November 13th, 2012
Via Worldcrunch, an interesting report on Chinese interest in North Korea: Industry Hamhung, North Korea Investing in North Korea is becoming a hot topic among Chinese businessmen. Over the last few weeks, a series of business events and investment conferences about North Korea have been held. Chen Jiangfeng, a real-estate developer from Beijing […]
Read more »South Sudan: A Hard Road Ahead Over Its Oil
November 13th, 2012
Via The Financial Times, an article on South Sudan: Henry Odwar has a wonderful, but difficult job. The African politician must build up an oil industry in a country with proven reserves and a record of production. Unfortunately, Mr Odwar hails from South Sudan, the world’s newest country, with nascent legislation, and an adult population […]
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.