North Korea on the Cusp of Digital Transformation
November 2nd, 2011
Via the North Korean Economic Watch, some interesting news that the Hermit Kingdom may soon be entering the digital age: The DPRK mobile communications industry has crossed the Rubicon, and the North Korean government can no longer roll it back without paying a severe political price. The most the authorities can do now is probably […]
Read more »Investing In North Korea
October 14th, 2011
Two interesting articles on North Korea, perhaps the most enigmatic of all frontier markets. The first, via Forbes, looks at potential early efforts to bring Coca-Cola to North Korea: Global capital is an inherently lonely trade, but as Gabriel Schulze ambles into the conference room of Yanggakdo International Hotel, a towering edifice separated by a […]
Read more »Could Russia pipe gas to Seoul via North Korea?
September 27th, 2011
Via The BBC, a report on the possibility of Russia piping gas to Seoul via North Korea. As the article notes: “…Looking at the map, it is a no-brainer. Less than 700km (435 miles) separate one of the world’s biggest energy producers and one of its neediest consumers. Russia sells natural gas; South Korea wants […]
Read more »North Korea, Russia Benefit from Potential Natural Gas, Railway Deals
August 23rd, 2011
Courtesy of STRATFOR (subscription required), an interesting report on North Korean leader Kim Jong Il’s visit with Russian leaders where they will likely discuss a railway project and a natural gas pipeline project, which, if implemented, would give Russia greater influence in the Korean Peninsula while allowing North Korea to wean itself off Chinese influence. […]
Read more »A Port In A Storm: China Leases North Korean Port
July 25th, 2010
Via Yonhap, a report that China has acquired the rights to use another one of North Korea’s northeastern ports. As the article notes: “…China has used the North Korean port of Rajin in North Hamgyong Province for commercial trade since 2008. An official at the Tumen city government in northeast China said that a Chinese […]
Read more »Northeast Asia’s Tumen Basin Initiative
February 2nd, 2010
Via Northeast Asia Matters, a detailed look at the Tumen Basin which many hope will develop into a place for economic cooperation and competition. As the report notes: “…the Greater Tumen Initiative (GTI), formerly known as Tumen River Area Development Project (TRADP), being carried out under the auspices of the United Nations Development Programme (UNDP). […]
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.