The New World Of Business
February 4th, 2015
Via Fortutne, some commentary by Ian Bremmer on emerging markets: China’s slowing. Russia’s flailing. Is any emerging market worth putting your money in? We’ve found seven of them. There was a time, not so long ago, when it seemed the rugged promise of the globe’s economic frontier could be summed up with a simple acronym: […]
Read more »Iran: Planning For The World’s Largest Untapped Emerging Market
February 4th, 2015
Courtesy of Frontier Strategy Group, an interesting look at Iran: Right now is the critical time for Western multinational companies to build effective plans for the Iranian market, which will gradually open once a nuclear deal is eventually reached. As the world’s largest untapped emerging market, Iran leaves senior executives little room for error. Additionally, it is […]
Read more »North Korea: New Foreign Investment Agreements
February 4th, 2015
Via NK News, a report on some new foreign investment related agreements coming out of North Korea: The DPRK government made agreements promoting mutual investment and preventing double taxation for foreign investors, particularly highlighting cooperation with Russia, according to an article from the Korean Central News Agency (KCNA) published this week. Governments often form tax […]
Read more »Defaulted Cuban Loans Appeal To Frontier Investors
February 1st, 2015
Courtesy of the Financial Times, a report on renewed interest in defaulted Cuban loans for frontier market investors: The unexpected strengthening of diplomatic ties between Cuba and the US in December has increased the appeal of defaulted Cuban loans for frontier market investors. Kevin Daly, portfolio manager in the emerging market debt team at Aberdeen […]
Read more »North Korea: A “Formidable Player” Once It Opens Up
January 27th, 2015
Via the Jim Rogers (unofficial) blog, an interesting commentary on North Korea via a reprint from “Street Smarts” Copyright © 2013 by Jim Rogers: In 2007, my wife Paige and I received permission to visit North Korea. I wanted to go there because I sensed that changes were coming. Now I am not a tour […]
Read more »North Korea: Dabbling With Reform?
January 22nd, 2015
Via The New York Times, an Op-Ed examining North Korea’s modest moves towards economic liberalization: While North Korea draws world attention with spectacular and seemingly bizarre actions like the hacking of Sony’s computers or outbursts of bellicose rhetoric, Pyongyang has quietly initiated a round of reforms aimed at liberalizing the economy. It’s unlikely that Kim Jong-un, […]
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.