China’s New Silk Road: Getting Muddy
January 14th, 2017
Via the Chicago Tribune, commentary on China’s OBOR initiative: With the future of U.S.-China relations an open question for the incoming Donald Trump administration, many have focused on whether the president-elect’s promise to withdraw from negotiations over the Trans-Pacific Partnership (TPP) will enhance Beijing’s growing influence in East Asia. But rather than hand-wringing over TPP’s […]
Read more »Emerging Markets In 2017
January 4th, 2017
Via Threadneedle Investments, commentary on emerging markets in 2017: After combing through a year’s worth of charts on emerging markets, we think these are the top three you should pay attention to. You know the old saying, “A picture is worth a thousand words.” Well that saying certainly holds true for understanding investment opportunities. So […]
Read more »Saving Private Enterprise In Afghanistan
January 2nd, 2017
Via The New York Times, commentary on Afghanistan’s private sector: In early December Afghan fashion found a place in the Middle Eastern edition of Vogue magazine, lithe models posed in colorful, high-end gowns and accessories made by craftsmen from Afghanistan. The couture in Vogue’s pages was also featured in a United States-sponsored exhibition I visited here in […]
Read more »China’s Belt and Road Initiative: Promoting Connectivity, Development Along Ancient Route
January 2nd, 2017
Via China Daily, an overview of China’s One Belt and Road plan: More than three years ago, Chinese President Xi Jinping proposed to build the Silk Road Economic Belt and the 21st-Century Maritime Silk Road. Looking back at 2016, the Belt and Road Initiative has gained fruitful early achievements, promoting connectivity and opening up possibilities […]
Read more »Can Kish Become Iran’s Answer To Dubai?
January 2nd, 2017
Via The Iran Project, an interesting look at the potential of Kish island in Iran: Iranian investors are pouring money into Kish island in the Persian Gulf, hoping its white sand beaches, coral reefs and more relaxed Islamic rules, could make it a major tourism destination. From the pristine beaches of Kish, it is only […]
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.