A Tired Tiger? Vietnam’s Star Is Dimming
May 12th, 2013
Courtesy of Bloomberg, a sobering look at Vietnam: Like other would-be tiger economies, Vietnam faces a trifecta of new threats: a crisis-paralyzed Europe, a faltering America, and a newly spendthrift Japan. Yet the biggest risk to the nation’s future may be old-fashioned nostalgia. It has been 27 years since Hanoi launched the “Doi Moi” reforms […]
Read more »Paraguay Expected To Have Largest Economic Growth In Region
May 12th, 2013
Via Eurasia Review, an interesting look at Paraguay: Earlier this week, in an interview for ‘America Economia’ JP Morgan Economist Franco Uccelli, underlined the expected economic growth of Paraguay during this year, which could be the highest growth in the region. The agricultural production sector is considered to be instrumental in the recently perceived economic […]
Read more »Somalia: Bringing International Bandwidth To Mogadishu
May 10th, 2013
Via Balancing Act, an interesting look at Somalia’s telecom sector: It may be two steps forward and one step back but Somalia is beginning to pick itself up off the ground after years of civil war. In the absence of regulation, a telecoms sector has developed. Now the new Government must put in place regulation […]
Read more »Emerging Markets: CRIB, PUPPIES, And A New BRIC?
May 10th, 2013
Via Hedge Fund blog, an interesting commentary on BRIC? My CRIB, Colombia, Romania, Indonesia and Bangladesh, is still performing well. In contrast to China hype, Colombia has been an ignored superstar. While it is certain that securities in Brazil, Russia, India and China offer vast alpha opportunities but as to beta prospects I have no […]
Read more »The Horn of Africa: Containers — And Containing Dissent
May 9th, 2013
Via The Economist, a report on Djibouti: A RED shipping container is suspended from a crane above a tandoori-hot dock alongside the freighter on which it has just crossed the Indian Ocean. Suddenly something goes slightly wrong. The container slips, maybe by a foot: no harm done. Perhaps a mechanical fault is to blame, or […]
Read more »South Sudan: A New Country Rises From The Ruins
May 9th, 2013
Courtesy of The Economist, an interesting look at South Sudan: SHOPS and taverns occupy a single row of tin shacks stocked with bottled drinks, the only consumer items available, while a road leading to a dozen thatched huts is still mud. At first sight little has changed in the farming village of Liriya since your […]
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.