Jim Rogers on North Korea
September 1st, 2016
Via Business Insider, an interesting report on Jim Rogers’ interest in North Korea: Jim Rogers is nothing if not a contrarian, and one of his boldest moves is trying to bet on North Korea. The famous investor, who cofounded legendary hedge fund Quantum with George Soros, spoke to Real Vision TV and said North Korea is where China was […]
Read more »‘Owning’ A Home In North Korea
May 25th, 2016
Via NK News, an interesting look at ‘owning’ a home in North Korea, where esidency rights and restrictions on moving means one all but owns the place: The North Korean law makes it quite clear: It is illegal in North Korea to buy, sell and rent out houses. It is theoretically possible to swap houses within one […]
Read more »North Korea
March 14th, 2016
Via Lucky Peach, a look at North Korea: I skipped the in-flight meal on Air Koryo—the only North Korean airline, which consists mostly of a small fleet of planes bought at discount from Russia in the late 1980s, decorated with yellow wallpaper and silk doilies on the headrests. When the flight attendant produced from her cart […]
Read more »A Hidden Economic Message Behind North Korea’s Satellite Launch?
February 12th, 2016
Via Frontera, interesting commentary that Pyongyang’s recent nuclear tests and satellite launch have little to do with antagonizing the South – or the West – but rather they point to a high-stakes internal struggle that aims to loosen the military’s grip on an increasingly market-oriented economy: IN THE FACE of growing international condemnation, this week North Korea […]
Read more »North Korea: Newest Frontier For A Daredevil Investor
January 13th, 2016
Courtesy of the New York Times, an article on James Passin, a hedge fund manager at Firebird Management: He searched for oil in the badlands of Somalia and fueled a stock market boom in Mongolia. He sued the world’s smallest republic, far out in the Pacific, for a chunk of what it is worth. Now, he is betting […]
Read more »South Korean SMEs: Ready For North Korea?
November 30th, 2015
Via the Peterson Institute, a look at the readiness of South Korean SMEs to enter the North Korean market: We are often negative about the business environment in North Korea and the DPRK government’s struggle to solicit foreign investment. With the case of inter-Korean investment, we also find, however, that it is the South Korean […]
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.