Archive for the ‘North Korea’ Category

North Korea: Becoming A Passageway Between China And South Korea; Not A Buffer

Via CNN, an interesting commentary on North Korea by Parag Khanna and its potential as an economic corridor between South Korea and China: There’s never been a better time to visit North Korea. The specter of U.S.-South Korean military exercises, a potential nuclear test, assassinations of defectors in South Korea, and general saber-rattling haven’t prevented […]

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China And North Korea Explore Cooperation

Via AsiaNews, a report on China and North Korea’s cooperation: Beijing resolutely supports Pyongyang developing its economy and expects to explore new ways of cooperation, top Chinese leaders said yesterday when meeting the highest-level official from Pyongyang since Kim Jong-un took office. North Korean President Hu Jintao and Chinese Premier Wen Jiabao made the remarks […]

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China’s Support Of North Korea: Cheap At Any Price?

Courtesy of Foreign Policy, an interesting look at China’s position of supporting North Korea: For those who worry about North Korea, the past few months can best be described as a time of quiet despair. Since North Korea reneged on the “Leap Day” food aid deal in March by announcing the test of a long-range […]

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North Korea’s Growing Trade Dependency on China: Mixed Strategic Implications

Via The Council on Foreign Relations, a report on the complex relationship between China and North Korea: North Korean workers nap on piles of fertilizer shipped from China on the banks of Yalu River near the North Korean town of Sinuiju (Jacky Chen/courtesy Reuters) North Korea’s trade dependency on China has skyrocketed in the past […]

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North Korea’s Resource Headache

Courtesy of The Diplomat, an interesting look at North Korea: North Korea’s moribund economy is one that most observers would like to see marketized and internationalized. This is often considered an end in itself, wherein such transformations would expose the country to irresistible forces of social and political reform. Indeed, there’s evidence that changes in […]

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North Korea: An (Economic) Enigma Wrapped In A Riddle…

Courtesy of Foreign Policy, a look at North Korea’s economic performance: The government of North Korea regards economic statistics as state secrets, which makes the country’s economy difficult to study. I do careful survey research on the North Korean economy by surveying defectors, Chinese enterprises, and South Korean firms. Still, North Korea is so opaque […]

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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.