Iraq’s Oil War
January 24th, 2014
Courtesy of Foreign Policy, an interesting look at the Iraqi government’s management of the oil sector and how – by lashing out at Turkey and Kurdistan – Baghdad could make a tense situation worse: A long-simmering controversy over control of Iraq’s massive oil reserves flared into the open Friday as one of the country’s most […]
Read more »Gates: By 2035, There Will Be Almost No Poor Countries Left In The World
January 22nd, 2014
Via The Gates Foundation, a very interesting commentary in his 2014 annual letter on the world’s “poor” nations: POOR COUNTRIES ARE DOOMED TO STAY POOR I’ve heard this myth stated about lots of places, but most often about Africa. A quick Web search will turn up dozens of headlines and book titles such as ‘How […]
Read more »Want Cheap Stocks? Think Frontier Markets
January 20th, 2014
Via Asia Confidential, an interesting article on frontier markets and Vietnam in particular: People go to a retail store searching for bargains. If an item is priced at a 50% discount, they might buy it or search a nearby store or online to see if they can get it even cheaper. If a store has […]
Read more »MINT As The New BRICS: New Economic Giants or Just Clever Labelling?
January 18th, 2014
Via Foreign Policy, an interesting look at the rapid interest in MINTS: The BRIC countries, the original four mega economies of Brazil, Russia, India and China added South Africa around the time of the last World Cup to its group of developing economic giants. The original four economies and its later partner were seen by […]
Read more »Emerging Markets 2014 Outlook: Shaping The Next Decade
January 15th, 2014
Via his blog, Mark Mobius’ views on many emerging economies for 2014 and beyond: As we embark upon a new year, the Templeton Emerging Markets Group believes 2014 could be an important year for many emerging markets, possibly establishing trends that could play out through much of the remainder of the decade. In particular, Chinese […]
Read more »Myanmar: From Generals To General Managers
January 13th, 2014
Via The Economist, an interesting article on the rush to develop new hotels in Myanmar, with commentary on the challenges facing Myanmar’s development as a whole: TO APPRECIATE the impact of the industrial hotel, fly an hour north-west of Bangkok to the industry’s new frontier—Myanmar. On the roof of the Asia Plaza, a decrepit Soviet-style […]
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.