Archive for the ‘North Korea’ Category

North Korea’s Quiet Market Reforms

Via NK News, a report on North Korea’s “quiet” market reforms: Not everybody would agree, but it seems increasingly likely that Kim Jong Un and his administration (whatever that means) are executing a careful set of market-oriented reforms. These reforms bear some similarities to what the Chinese leadership did in the 1970s, though they are […]

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North Korea’s Markets

Via North Korea News, an interesting history of market activity in North Korea: In the last five to seven years, a consensus has emerged among students of North Korea. Pretty much all now agree that since the mid-1990s, North Korea has undergone a dramatic economic and social transformation. The North Korean government remains remarkably reluctant to […]

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North Korea: Seeking Foreign Investors After Deal With Chinese Company

Via the Globe and Mail, an article on North Korea’s recent deal with a Chinese company that may provide a channel for more foreign investment: North Korea is hoping to solicit billions of dollars in foreign investment to rejuvenate its tattered industrial landscape after signing a deal that gives a small Chinese rail company the […]

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China: Betting On North Korea In Gamble To Save Its Rustbelt

Courtesy of Business Insider, an interesting look at China’s plans to utilize North Korea as part of its strategy to revitalize its NE rustbelt territory: At China’s very farthest limits, a town sandwiched between North Korea and Russia stands at the heart of Beijing’s plan to revitalise its bleak, frigid northeastern rustbelt. Beijing has a […]

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North Korean Economy Evolving

Via NK News, a report on North Korea’s economy which notes that service and construction sectors showed remarkable improvement, while primary industry remained stagnant due to last year’s drought: The Bank of (South) Korea on Friday unveiled the North Korean economic growth rate, noting that its gross domestic product increased 1 percent in 2014 from the previous […]

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North Korea: The Secrets Of Office 39

Courtesy of The Financial Times, an interesting article on how a shadowy organization’s alliance with the Queensway Group is helping Pyongyang bring in cash in the face of isolation: In the middle of last year, the residents of Pyongyang began to notice a new fleet of taxis operating in the North Korean capital. With their maroon and gold […]

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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.