North Korea: Bread And Circuses
August 19th, 2015
Courtesy of The Economist, a look at the rise of North Korea’s “monied” class: PEALS of laughter rise from the front-row seats of the capital’s Pyongyang Circus. Army troops have been treated to its signature slapstick: a Korean peasant posing as a mannequin torments an American soldier (big-nosed, blond-wigged). Troops are the state’s ready labour, […]
Read more »North Korea: Seeking Foreign Investors After Deal With Chinese Company
August 13th, 2015
Via the Globe and Mail, an article on North Korea’s recent deal with a Chinese company that may provide a channel for more foreign investment: North Korea is hoping to solicit billions of dollars in foreign investment to rejuvenate its tattered industrial landscape after signing a deal that gives a small Chinese rail company the […]
Read more »The ‘Genghis Khan’ Fund Manager
August 9th, 2015
Via Forbes, a report on Mongolia: Mongolia? Come on. Who wants to invest in Mongolia? Gary Kucher does. He runs Mongolia Holdings, a private firm mainly focused on infrastructure. This year’s announcement of the China-led Silk Road has investors like Kucher thinking Mongolia is one of CentralAsia’s best kept secrets. These American corporate brand namers are […]
Read more »Pakistan: The Next Colombia Success Story?
August 9th, 2015
Via Forbes, an interesting article on Pakistan: Pakistan has the potential to be a global turnaround story. I recently spent time in-country listening to a wide range of perspectives and I am convinced that U.S. policymakers and business leaders need to look at Pakistan beyond the security lens. Getting our relationship right will require deeper […]
Read more »Cuba’s Economic Potential
August 5th, 2015
Courtesy of STRATFOR (subscription required), a detailed look at Cuba’s economic potential: Forecast Cuba and the United States will continue to strengthen political ties in the coming months and years. In the short term, Cuban tourism revenue could increase and certain financial restrictions ease, but the country may still feel the impact of Venezuela’s economic downturn. In the […]
Read more »Frontier Markets: When Sanctions Come Off
August 4th, 2015
Courtesy of The Economist, an interesting article on the obstacles facing businesses when they assess new frontier markets: IF THE lobbies of Tehran’s more expensive hotels are any guide, the rush is already on. Six months ago they sported only the odd Chinese businessman. Now they are alive with Westerners jostling for deals. Trade delegations […]
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.