Archive for the ‘North Korea’ Category

Economic Scramble For North Korea Heats Up

Courtesy of The Financial Times, a report on North Korea and what appears to be Pyongyang preference for pursuing a state-guided Chinese model over unfettered capitalism: When Donald Trump outlined his vision for the economic development of North Korea, he played on western ideals of luxurious apartments with sea views. But just days after a […]

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Could North Korea Be The Next Vietnam?

Via Capital Economics, an interesting look at North Korea: • Tomorrow’s historic summit between Donald Trump and Kim Jong Un in Singapore has raised the (distant) prospect of international sanctions against North Korea being lifted, a move that one day could even pave the way for the country’s integration into the global economy. While North […]

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North Korea: Opening For Business?

Courtesy of The New York Times, a report on the potential for North Korea to open its economy:  North Korea is one of the world’s most isolated countries. It is ruled by an unpredictable dictator with his finger on the nuclear button. So, who wants to invest there? Well, basically nobody. But leading up to […]

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North Korea Border Town Is Now China’s Hottest Property Market

Via Bloomberg, an article looking at how Dandong’s new-home sales are surging amid Kim’s surprise peace embrace: A North Korea border town has suddenly become China’s new hot property market, as Kim Jong Un’s embrace of peace sparks a buying frenzy. New home sales in Dandong, which sits across the Yalu River from North Korea and […]

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North Korea: From Famine to Free Markets

Via Business Insider, a look at how North Korea is incorporating free markets into its economy — and undergoing a ‘social revolution’ as a result: North Korea’s economy has advanced since the famine of the 1990s, and has begun encouraging entrepreneurship. Unlike earlier times, many citizens now earn wages instead of having the state provide everything […]

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The Opaque Trading Network Keeping North Korea Afloat

Courtesy of the Financial Times, a look at the web of rusty ships and shell companies keeping North Korea afloat despite tightening sanctions: For a Hong Kong company managing a small fleet of cargo ships, Union Link International hoists an exotic array of flags, from China and Tanzania to the Pacific island nations of Niue […]

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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.