Colombia: Peace Is Good For Business
December 9th, 2013
Via Ozy, an interesting look at Colombia: Ten years ago, the world had written Colombia off as a tangled wreckage of drug cartels, Marxist guerrillas and paramilitary death squads, where violence was the norm and hope was for the naïve. But now many Colombians are dreaming of what only a few years ago seemed unthinkable […]
Read more »Iraq
December 8th, 2013
Via Emerging Frontiers, an updated look at Iraq: It might seem surprising that Asia Frontier Capital recently attended an investor conference in Iraq, as news coming out of the country usually focuses on Iraq’s turbulent security situation and ongoing sectarian violence. However, instability is just one side of the story. Crude oil production in Iraq […]
Read more »Investing In Frontier Markets: An Occasional Fishy Tale
December 2nd, 2013
Courtesy of The Economist, an interesting look at the story of a dollar-bond issue in Mozambique that became a parable of easy money: A DESPERATE search for bonds that pay a decent rate of interest and a keen desire for exposure to economies that are still growing quickly have taken rich-world investors to some exotic […]
Read more »Kenya Launches New Railway To Reach South Sudan And Burundi
November 29th, 2013
Via the BBC, a report on a major infrastructure project that could redefine commerce in East and Central Africa: Kenya has formally launched a new, Chinese-financed railway which should extend across East Africa to reach South Sudan, DR Congo and Burundi. The first section will link the Kenyan port of Mombasa to the capital, Nairobi, […]
Read more »How China Took Control of Ecuador’s Oil
November 27th, 2013
Via Reuters, an interesting article on China’s control of Ecuador’s oil: China’s aggressive quest for foreign oil has reached a new milestone, according to records reviewed by Reuters: near monopoly control of crude exports from an OPEC nation, Ecuador. Last November, Marco Calvopiña, the general manager of Ecuador’s state oil company PetroEcuador, was dispatched to […]
Read more »What Is Goldman Sachs Doing With Venezuela’s Gold?
November 26th, 2013
Via Bloomberg, an interesting article on a report that that Venezuela’s Central Bank and Goldman Sachs are ready to sign an agreement to swap or exchange international gold reserves with a start date in October 2013 until October 2020: A while back Greece had a problem. The problem was that it wanted to borrow more […]
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.