Mozambique: IMF Predicts Gigantic Growth Rate
January 16th, 2016
Via AllAfrica, an interesting report on Mozambique’s potential growth: The International Monetary Fund (IMF) predicts that Mozambique’s average growth rate during the first half of the next decade could reach the staggering figure of 24 per cent per annum. This optimism is based on the assumption that gas processing facilities in the Rovuma Basin, in […]
Read more »Somalia: Change Coming?
January 15th, 2016
Via the Cipher Brief, an updated look at Somalia: Since Somalia’s independence in 1960, its relationship with the U.S. has been—for lack of a better metaphor—on a roller coaster that travels up and down dangerous steeps and performs sudden inversions that turn everything upside down. In other words, due to lack of formal and sustainable […]
Read more »The Game Industry Of Iran
January 14th, 2016
Via Polygon, an interesting look at the video and online gaming industry in Iran: The leaders of [Israel] threaten us with military action,” the Iranian supreme leader proclaims as a gleaming white missile prepares to launch. “But I think most of them know — and if they don’t, they should — that if they lay […]
Read more »North Korea: Newest Frontier For A Daredevil Investor
January 13th, 2016
Courtesy of the New York Times, an article on James Passin, a hedge fund manager at Firebird Management: He searched for oil in the badlands of Somalia and fueled a stock market boom in Mongolia. He sued the world’s smallest republic, far out in the Pacific, for a chunk of what it is worth. Now, he is betting […]
Read more »Frontier Markets In Focus: 2016 And Beyond
January 13th, 2016
Via Mark Mobius’ blog, an interesting look at some investment opportunities in frontier markets (the less-developed subset of the emerging market universe) with an eye on a few countries that could best weather the investment climate ahead: When talking about frontier markets, the first question many people have is how to classify them. One of the […]
Read more »Publicly-Traded Aramco?
January 8th, 2016
Via The Economist, a report on Saudi Arabia’s consideration of an IPO of Aramco, probably the world’s most valuable company: SAUDI ARABIA is thinking about listing shares in Saudi Aramco, the state-owned company that is the world’s biggest oil producer and almost certainly the world’s most valuable company. Muhammad bin Salman, the kingdom’s deputy crown […]
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.