Mongolia: A Backdoor To North Korea?
December 8th, 2012
Via GlobalPost, an interesting article on Mongolia’s relationship with North Korea: They come and they go without much international fanfare: delegations of North Korean ministers in Mongolia, invited by the pro-Western government to discuss trade, cultural ties and questions of “mutual interest.” The specifics of these meetings are hard to nail down. “The two sides […]
Read more »Private Equity: The Last Frontier
December 8th, 2012
Courtesy of The Financial Times, an interesting article on private equity’s interest in emerging markets: A year ago, who would have thought Myanmar would be in the spotlight on the private equity stage? It turns out that those PE funds with an eye on geopolitics, are also seeing potential in the Middle East and north […]
Read more »Mongolia’s Economic Challenge
December 8th, 2012
Via The Diplomat, a report on Mongolia efforts to leverage widespread international interest in its Tavan Tolgoi coal mine to diversify its economy: Mongolia has repeatedly insisted that it wants to open its doors for business to all countries with a genuine interest in participating in the country’s sustainable growth. How much of this policy […]
Read more »Laos: Land Of A Million Opportunities
December 8th, 2012
Via the New Straits Times, a report on Laos: I have heard anecdotes of how the court system in Lao PDR (better known as Laos) can descend into a bidding war where parties to a lawsuit ‘pay to win’ the case. Whoever who pays more will be favoured to come out smiling from the court […]
Read more »Forget the BRICs. Invest In The TIPTPSNC
December 6th, 2012
Via Quartz, an interesting look at the next “wave” of emerging markets: A new phase of emerging market investing, “The Third Coming,” is now truly upon us. The first was a dizzying period of discovery from the late 1980s to the early 1990s and the second came in the great boom of the mid-2000s when […]
Read more »Most Promising Growth Markets For Next 20 Years
December 5th, 2012
Courtesy of Maplecroft, a report on 30 growth markets with the most promising prospects over the next two decades: Maplecroft’s new Growth Markets Index (GMI), which evaluates the economic performance, stability and potential of 175 countries, has identified 30 markets that have the best growth prospects for business over the next two decades. Exceptional GDP […]
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.