Keeping Cairo Solvent
April 14th, 2013
Via STRATFOR (subscription required), an interesting report on Egypt’s economic woes: Cairo’s growing dependence on financial assistance from neighbors underscores just how desperate Egypt’s economic situation has become. The worry now is that Egypt could collapse politically and economically, and that the ensuing instability could spread westward across the Maghreb and eastward across the Sinai […]
Read more »Egypt’s Economy: The Downside to Growth
December 5th, 2012
Via Foreign Policy, a look at Egypt’s economic challenges: The Egyptian republic’s economic course has been problematic, to say the least. Gamal Abdul Nasser’s experiment with nationalization, central planning and Soviet-assisted industrialization left the economy hobbled by regulation and inefficiency. Anwar Sadat’s successor regime relaxed the government’s grip, but accumulated a mountain of foreign debt […]
Read more »Egypt: Investing Under Fire
February 2nd, 2011
Courtesy of The Financial Times, an interesting look at investing in Egypt, in the face of the violent protests ongoing there. As the article notes: “…An old adage, reputedly coined by Nathan Rothschild during the Napoleonic Wars, urges investors to be contrary, and “buy at the sound of cannons, and sell at the sound of […]
Read more »Calling Pyongyang … Orascom Eyes Cell Phone Venture in North Korea
December 17th, 2008
Via The Financial Times, news that Orascom is looking at setting up a mobile phone venture in North Korea. As the article notes “…Setting up a mobile phone service in North Korea – an authoritarian state that has banned mobiles – may sound like a misguided venture but Egypt’s Orascom reckons it can defy conventional […]
Read more »Ukraine’s Interest in the Arab Gas Pipeline
October 10th, 2008
Via Oil and Gas Eurasia, a report detailing Ukraine’s interest in playing a role in the completion of the Arab Gas Pipeline intended for natural gas deliveries from Egypt to Europe via Syria and Turkey. As the article notes: “…We hope to take part in the modernization of Syrian enterprises, including in the construction of […]
Read more »Race to the Frontier
August 1st, 2008
From The Financial Times, an interesting article noting that, while investor appetite for emerging markets is dwindling as worries about rising inflation and falling equity markets grow – particularly in China and India – frontier markets such as Africa and the Middle East remain quite popular. As the report notes: “…African markets are not immune […]
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.