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 »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.