China’s “Rason d’Etre” For Investing In North Korea
February 22nd, 2012
Via STRATFOR, some analysis on the reported Chinese investment in North Korea’s Rajin-Sonbong Special Economic Zone. As the article notes: “…The Chinese Foreign Ministry denied allegations made in a Feb. 16 South Korean media report regarding its agreement with North Korea to jointly develop the Rajin-Sonbong Special Economic Zone, a port area in northeast North […]
Read more »North Korea: Authoritarian Capitalism
January 11th, 2012
Via Forbes, commentary on the future of free enterprise in North Korea. As the article notes: “DOES THE DEATH of Kim Jong Il portend any change in foreign trade and investment with a range of “enemies,” including the U.S.? Maybe. Dear Leader’s anointed successor, third son Kim Jong Un (a.k.a. “Brilliant Comrade”), is believed to […]
Read more »Welcome To North Korea…
November 20th, 2011
Courtesy of Michael Totten and PJMedia, an interesting look at North Korea: I would love to visit North Korea and write about it, but I can’t. Journalists are almost never allowed into the country. I would need to be one of the lucky few who are given a visa or I’ll have to wait for […]
Read more »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 »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.