Lavish Malls Sprout Up To Attract Iranian Elite
January 20th, 2015
Courtesy of The New York Times, a look at Iran’s numerous shopping mall developments: The low rumble of powerful engines reverberated against the high-rises of Zaferanieh, an upmarket neighborhood, as Porsches and Mercedeses lined up to enter the multistory parking lot of a fancy new shopping mall, the Palladium, the latest addition to Tehran’s shopping […]
Read more »Africa’s Electrifying Future
January 18th, 2015
Via Mark Mobius’ blog, an interesting look at Africa: Emerging and frontier markets are a focal point of this year’s World Economic Forum in Davos, Switzerland, which takes place during the week of January 19. One of the sessions, “Achieving Africa’s Growth Agenda,” is of particular interest to me. Our team still believes Africa overall […]
Read more »KFC In A War Zone
January 15th, 2015
Via Ozy, an interesting look at companies that operate in conflict-ridden markets: South Sudan is not exactly renowned for its business-friendly climate. Neither are Afghanistan or, for that matter, Iraq. But Hugh Morris, a former British army officer, sees plenty of ventures diving in, for better and for worse. From oil and gas corporations to […]
Read more »The ISIS Economy
January 9th, 2015
Courtesy of The Financial Times, an interesting look at the ISIS “economy” where signs of discontent are evident across the ‘caliphate’ as people tire of its taxes, price caps and shoddy services: A militant holds up a knife as he rides through Tabqa, Raqqa province, after a nearby air base was seized last year. Isis […]
Read more »Russians And Chinese Are Rushing Into North Korea, But Not Americans
January 7th, 2015
From the unofficial Jim Rogers blog, some interesting comments on North Korea attributed to the legendary investor: FM: I thought North Korea was still a closed society. Are they making reforms? Jim Rogers : The problem is that everyone is looking to American propaganda. [Kim Jong-un] has been there less than three years, he grew […]
Read more »Mexico’s Energy Industry Gushes With Investment Opportunity
January 1st, 2015
Courtesy of The Financial Times, a look at Mexico’s hydrocarbons sector: Mexico’s government recently passed reforms repealing important limitations on oil and gas ownership introduced in 1938.While these reforms will reshape Mexico’s energy industry over the next few years, they will also bring about investment opportunities in the energy industry throughout the rest of Latin […]
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.