Archive for the ‘North Korea’ Category

North Korea: An Emerging Regional Crossroads

Courtesy of STRATFOR (subscription required), an interesting analysis of North Korea’s potential as a regional crossroads in Asia: North Korea has attracted increased attention in recent weeks, less for its nuclear potential or missile tests and more for its potential as a transportation and energy corridor. On April 18, the lower house of Russia’s parliament ratified […]

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Prospects for the Moscow-Busan “Iron Silk Road Express”

Via SinoNK, a report on the new rail connection between Russia and North Korea: The DPRK’s northeast is once again the place to look for economic and political policy changes in the hermit kingdom. Since Rason Special Economic Zone’s 2009 rise in development, China has been the main investor in the borderlands. But now Russia […]

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North Korea: The Next Thailand Of Asia?

Via NK News.org, an interesting report on North Korea: Nearly all communist states tended to have a “main construction project,” an impressive undertaking where, if the newspapers were to be believed, the workers’ enthusiasm for labor produced amazing feats and whose eventual completion would bring an era of unparalleled prosperity. North Korea is no exception. […]

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Making A Splash: Water Parks In Frontier Markets

Water parks aplenty in frontier markets.  Who says emerging markets can’t have any fun… First, via Reuters, a report on a new water park in Kabul: After the armed guards and body search at the door, it is almost easy to forget the fun is happening in ultra-conservative Afghanistan, except that all of the people […]

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Is North Korea About to Go Capitalist?

Via the Petersen Institute for International Economics, an interesting commentary on North Korea: Everywhere I went in Tokyo last week, Japanese officials asked me about a story that appeared in Dong-A Ilbo titled “N. Korea`s new economic system could reduce state control.” The article claims that planned reforms will turn the country off the socialist […]

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North Korea’s Newest Mega Project: Ski Resort

Via FoxNews, a report on North Korea’s newest mega project: In this Friday Sept. 20, 2013 photo, an unfinished hotel complex stands at the bottom of a mountain slope at the ski resort construction project at North Korea’s Masik Pass. Kim Tae Yong, secretary-general of North Korea’s ski association, views the sprawling alpine landscape before […]

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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.