A New Horde Of Invaders In The Land of Genghis Khan
May 19th, 2011
Via The Independent, a report on the potential of Mongolia’s mining boom: Edward Rochette, a hard-bitten American lawyer and a veteran of mineral exploration in 56 countries, pulls up a stool in the Square Grill Pub in central Ulan Bator and contemplates Mongolia’s 21st century gold rush. The plush bar, with its fancy chairs and […]
Read more »Mongolia: Riskier Than Belarus?
May 4th, 2011
Courtesy of The Financial Times, an article on Moody’s risk profile of Mongolia: Mongolia may be the darling of the mining world and a hotspot for investors in developing Asian economies. However as far as the credit markets are concerned, it might as well be a Greece or a Belarus. That’s according to Moody’s, which […]
Read more »Mongolia: Steppe Change or Double Dutch?
March 9th, 2011
Via The Financial Times, a report on Mongolia’s continued evolution and risk of “Dutch Disease”: “…Ulan Bator doesn’t have a McDonald’s, but it does have a Louis Vuitton. So intense has been the rush to dig up its coal, gold and base metals that Mongolia has skipped a few stages of modernisation. Prime Minister Sukhbaatar […]
Read more »Mongolian equities: “Ulan Qatar”?
February 18th, 2011
Courtesy of The Financial Times, a report on the continued rise of Mongolia’s stock market: “…Mongolian equities were the world’s best performing last year, gaining an eye-watering 140 per cent in dollar terms. It is, it seems, the place to buy into China’s booming demand for commodities – mainly coal – and has investment bankers […]
Read more »China And Mongolia: An Uneasy Relationship
February 13th, 2011
Via The East Asia Forum, a report on the uneasy economic relationship between China and Mongolia. As the article notes: “…The investment and trading relationships between China and Mongolia seems like a marriage made in heaven. Landlocked and poverty-stricken, Mongolia has an abundance of coal, copper and iron ore that China craves to feed its […]
Read more »Mongolia: The World’s Best Performing Stock Market in 2010
January 31st, 2011
Courtesy of The Financial Times, a report on the Mongolian stock exchange: “…The world’s best-performing stock market last year was, of course, in an emerging economy. But rather than a steel-and-glass tower rising above a heaving megalopolis, it was in a cheerful pink former children’s cinema in Ulan Bator. This is the Mongolian Stock Exchange, […]
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.