Archive for the ‘Cambodia’ Category

Cambodia’s New Corporate Darling: Phnom Penh Water Supply

Courtesy of Emerging Frontiers blog, an article on one of Cambodia’s early corporate successes: When the Khmer Rouge were driven out of Phnom Penh in 1979 they left behind a city that had been laid bare. Its infrastructure was in ruins and utilities like the colonial-era water supply were in a state of filthy disrepair. […]

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Cambodia: The New Emerging Market?

Via Leopard Capital’s blog, a look at Cambodia:  The last time I spoke with my friend Doug Clayton our attention was focused on the unfolding and rapidly rising market in Myanmar, a country Doug is heading to shortly and one I’ll be returning to later this year with some friends. I caught up with Doug […]

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Cambodia’s Stock Exchange: A Game changer?

Via The Financial Times, an article on Cambodia’snew stock exchange: The debut of the Phnom Penh Water Supply Authority on Wednesday was the most exciting IPO in Asia this year. It marked the start of business on the brand new Cambodian Securities Exchange, underlining the extent of change in this fast-growing country once under the […]

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Cambodia’s (Financial) Return

Via The Financial Times, an interesting article on the increased interest in Cambodia.  As the article notes: Cambodia, once regarded as a spill-over investment from Vietnam, is showing signs of standing on its own feet as frontier funds start to produce strong returns. Frontier investors such as Leopard Capital – a private equity fund which […]

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Cambodia: No Longer On The Frontier?

Via The Financial Times, an interesting article on Cambodia: “…For those who want a bit of exotica in their portfolio, the world of frontier markets is getting a little broader. Hot on the heels of the newly opened Laos exchange, Cambodia is getting in on the act. Maybe. After years of on-again off-again negotiations, the […]

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Cambodian Resistance To Chinese Investment?

Courtesy of the China Law blog, an interesting second look at China’s economic relationship with, and influence on, Cambodia.  As this article notes, there is some resistance to Chinese investment that is starting to emerge: “…I commented [earlier] on the rumors of extensive investment by China into Cambodia. The rumor at that time was that […]

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WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.