Sudan’s Economic Decay
November 22nd, 2013
Courtesy of STRATFOR (subscription required), a detailed analysis of Sudan’s economic woes: Sudanese protesters gather after the government suspended fuel subsidies in September. (STR/AFP/Getty Images) Summary Sudan’s descent into economic disrepair continues. Khartoum is struggling to lower its budget deficit and stabilize the exchange rate of the Sudanese pound against the U.S. dollar. Ever since […]
Read more »Forget Emerging Markets: Welcome Frontier Markets
November 21st, 2013
Via The International Business Times, an interesting look at frontier markets: After emerging markets saw currency volatility and cash outflows amid Federal Reserve tapering talk this summer, attention has shifted to so-called frontier markets, where savvy investors may make better returns. U.S. hedge fund manager Kyle Bass, of Hayman Capital Management L.P., for instance, sees […]
Read more »Kazakhstan’s Bet on Rail
November 21st, 2013
Courtesy of the New York Times, an interesting article on Kazakhstan’s efforts to build a railway network to help the region diversify its exports and end reliance on Russia: The railroad locomotive factory here on the outskirts is one of the most modern in the world, with huge yellow overhead cranes and a work force […]
Read more »Turkey: Energy Ambitions And Limitations
November 20th, 2013
Via STRATFOR (subscription required), a look at Turkey’s energy ambitions and limitations: Turkey hopes to take advantage of its location between Europe and Asia and become a regional energy corridor for oil and natural gas moving from Russia, the Caspian Basin, Central Asia and the Middle East to the large consumer market in Europe. These […]
Read more »Bolivia’s Descent Into Rogue State Status
November 19th, 2013
Via the Wall Street Journal, interesting commentary on Bolivia: In the years after a brutal 10-year Soviet occupation, Afghanistan became a petri dish in which a culture of organized crime, radical politics and religious fundamentalism festered—and where Osama bin Laden set up operations. Now something similar may be happening in Bolivia. The government is an […]
Read more »BRICS vs. MINTS
November 14th, 2013
Via Bloomberg, an interesting article on MINTs by Jim O’Neill: I spent last week in Indonesia, working on a series for BBC Radio about four of the world’s most populous non-BRIC emerging economies. The BRIC countries — Brazil, Russia, India and China — are already closely watched. The group I’m studying for this project — […]
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.