Top Marx: Ex Communist States Great For Business
February 29th, 2016
Courtesy of The Financial Times, a look at the economic growth of former Communist countries: Business leaders and stock market investors tend not, as a rule, to be staunch supporters of hardline communism. But are there beneficial legacies of Marxism that the financial community should, perhaps, be thankful for? It turns out that there may well be, […]
Read more »Rethinking Risk In Mongolia
February 27th, 2016
Via the Financial Times, an interesting article on Mongolia: Four years ago, Mongolia’s economy was the fastest growing in the world, the stock market was booming and the future looked very bright. This year, the consensus is for growth at no more than 1 per cent and all of the rating agencies have sovereign risk […]
Read more »Iran: India’s Gateway to Central Asia and the Middle East
February 25th, 2016
Courtesy of STRATFOR (subscription required), analysis of India’s strategic plans for connecting with Central Asia and the Middle East: Forecast Established ports in the Gulf and Arabian seas will likely generate much of the private investment needed for the development of Iran’s Chabahar Port. Construction on the port will begin this year, but it several […]
Read more »Iran: The Final Great Investment Frontier?
February 23rd, 2016
Courtesy of The Financial Times, a report on Iran: Iran’s historic nuclear deal and the lifting of sanctions should bring the country back into the global community. For investors, it is being heralded as the return of the largest economy to the global system since the breakup of the USSR in 1991. We recently went […]
Read more »Cuba: The Island Of Disconnect?
February 18th, 2016
Courtesy of EMIA, a look at Cuba’s telecommunications market: However, the number is misleading, as it includes people that can only log onto a government-controlled Intranet of state-approved websites. High prices, slow connectivity, and extensive government regulation have contributed to the disconnect. Although mobile phone and smartphone penetration is on the rise, Freedom House estimates that […]
Read more »Africa’s Big Cities Offer Investor Potential
February 18th, 2016
Via the EMIA, a look at Africa’s cities: Africa’s biggest economies have been hammered by the collapse in commodity prices over the past 18 months but there are still investment bright spots to be found. In cities such as Lagos, Nairobi, Accra, Kinshasa and Johannesburg, growth remains robust and investors are prospering in the retail, […]
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.