North Korea’s Tentative Economic Reforms
March 11th, 2014
Via The Economist, a look at how the world’s most insular regime is flirting with economic reforms: CAN you be both the world’s most brutal wielder of state terror and a fan of economic opening? Kim Jong Un, North Korea’s ruler, appears to be having a go. Three months ago Mr Kim suddenly purged his […]
Read more »Investing In Iran: Not Such A Frontier Market
March 11th, 2014
Courtesy of The Financial Times, two interesting articles on Iran as a potential investment destination. The first lays out the general investment thesis for Iran today: There are frontier investment markets, and then there is Iraq. Bombings and fighting killed at least 42 people on Thursday alone, in nine or more separate explosions from Baghdad […]
Read more »On Africa’s Frontier, Investment May Follow Sustained Security
March 8th, 2014
Courtesy of STRATFOR (subscription required), an interesting analysis of some frontier markets in Africa: Summary Investors may grow more confident about placing their money in some African countries long thought prohibitively risky. In Sierra Leone, a country wrecked by nearly a decade of civil war, international peacekeeping efforts are no longer necessary. Since 2005, the […]
Read more »Investing In Iraq: A Frontier Too Far?
March 7th, 2014
Courtesy of The Financial Times, an interesting look at Iraq: There are frontier investment markets, and then there is Iraq. Bombings and fighting killed at least 42 people on Thursday alone, in nine or more separate explosions from Baghdad to Fallujah; yet so commonplace is the violence that the news merited few headlines. After all, […]
Read more »Afghanistan’s Minerals Await Vital Railroads
March 7th, 2014
Via BusinessWeek, an interesting article on Afghanistan’s logistics challenge: At the Naibabad freight terminal near the northern Afghan town of Mazar-e-Sharif, workers rush to unload wheat and construction materials from Uzbekistan that have arrived on Afghanistan’s only railroad. Trucks will have to carry the cargo through the icy Hindu Kush mountains to the rest of […]
Read more »Can Mozambique Be The Next LNG Hotbed?
March 6th, 2014
Via Foreign Policy Association, commentary on Mozambique’s potential as a global LNG hotbed: Like many other African countries, Mozambique has enormous potential, but there are many gaps to fill. Led by its natural resources, the economy has been booming with real GDP growth reaching 7.4 percent in 2012, seven percent in 2013 and is predicted […]
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.