Growing Opportunities Behind Turkey’s Soft Landing
July 31st, 2012
Courtesy of Emerging Markets Insights, a positive perspective on Turkey: Turkey is on a clear slowdown trajectory. Both the consumer and the business sectors are seeing a gradual deceleration of growth, and GDP expanded by only 3.2% in Q1 2012, compared with last year’s annual growth of 8.5%. We expect Turkey’s slowdown to continue through […]
Read more »Can Myanmar’s Economy Cope With Sudden Influx Of Foreign Investment?
July 31st, 2012
Via Radio Australia, an interview examining Myanmar’s ability to cope with sudden influx of foreign investment: Presenter: Richard Ewart Speaker: Brian Klein, former American diplomat and trade official KLEIN: There’s a lot of opportunity in Myanmar so money is chasing that opportunity. But in Myanmar, government is very new and the economy is still quite […]
Read more »Argentina’s New Oil Rules “Worse Than Nationalisation”
July 31st, 2012
Via The Financial Times, a report on Argentina’s new oil rules: A public relations adage holds that bad news is best released on Friday, so that it’s published in the little-read Saturday papers. And it’s a fair guess that Argentina’s government had an inkling that new rules governing the country’s petroleum industry and public shares […]
Read more »War And Debt: Commodities Trading Houses Cash In
July 28th, 2012
Via Reuters, an interesting look at a group of trading houses that are looking at frontier markets for large returns: The Vitol oil trader dressed in heels picking her way through the armed rebels and pick-up trucks of post-war Tripoli had eyes only for the lucrative oil contracts up for grabs from Libya’s new revolutionary […]
Read more »Burma: Open for Business?
July 26th, 2012
Via The Dipomat, a look at the hurdles investors must consider when entering Burma: There have been significant political changes in Burma over the past year and a half. Aung San Suu Kyi is a member of parliament, protests and unions have become legal and press freedoms have substantially increased. Following the partial lifting of […]
Read more »Is India’s Consumption Boom Over?
July 22nd, 2012
Via CapitalMind, some commentary on India’s consumption patterns: Things are changing, ever so slightly. The story of the last 10 years has been that of an incredibly shining India and much of that shine has had to do with factors that aren’t Indian. But the result has been a rapid increase in consumption that has […]
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.