Countries That May Thrive As China Transitions
August 23rd, 2013
Courtesy of STRATFOR (subscription required), an interesting graphic that examines which countries are likely to assume China’s low-end manufacturing and export-led dominance that defined its dramatic three-decade rise: The outlines of this group, what Stratfor calls the Post-China 16, or “PC16,” are only now coming into focus. This group includes Ethiopia, Kenya, Tanzania and Uganda […]
Read more »Myanmar’s Energy Potential: Opportunities And Challenges For Neighbouring India
August 22nd, 2013
Via Eurasia Review, a report on Myanmar’s energy potential: The Myanmar-China natural gas pipeline (Myanmar section) commenced delivery of natural gas to the Peoples Republic of China (PRC) after it was inaugurated by Myanmar Vice President U Nyan Tun at Mandalay on July 28. The pipeline is part of the Myanmar-China Oil and Gas Pipeline […]
Read more »Mozambique: Developed and Developed World, All In One Place
August 22nd, 2013
Via How We Made It In Africa, an interesting look at Mozambique: While Mozambique’s economy has experienced rapid growth over the past years, much of this new wealth has not trickled down to the broader population. So says Dominique Lalous, country manager of logistics company DHL in Mozambique. Mozambique’s nascent coal mining and natural gas […]
Read more »CRIB, PUPPIES, and Next BRICs: Emerging Market Hedge Fund 2.0
August 21st, 2013
Via Hedge Fund, an interesting look at an emerging markets hedge fund strategy: BRIC? My CRIB, Colombia, Romania, Indonesia and Bangladesh, performed much better. In contrast to China hype, Colombia has been an ignored superstar. It’s certain securities in Brazil, Russia, India and China offer long/SHORT alpha opportunities but as to beta prospects I have no […]
Read more »China And Southeast Asia: Unbalanced Development In The Greater Mekong Subregion
August 21st, 2013
Via the European Financial Review, a look at the great Mekong sub-region: Integrating with Southeast Asia is a key component of China’s multi-pronged regionalisation around its borders as its global rise continues. Below, Xiangming Chen and Curtis Stone consider the ambition of China’s ‘Go Southwest’ strategy to extend its economic interests and influence into Southeast […]
Read more »India: States Have Become Engine Of Growth
August 20th, 2013
Courtesy of Foreign Affairs (subscription required), an interesting look at the increasing economic influence of India’s economic growth: When Nitish Kumar became chief minister of the dirt-poor Indian state of Bihar in 2005, kidnapping was said to be the leading industry in the capital city of Patna. People searching for stolen cars were advised to […]
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.