Jim Rogers on North Korea
September 1st, 2016
Via Business Insider, an interesting report on Jim Rogers’ interest in North Korea: Jim Rogers is nothing if not a contrarian, and one of his boldest moves is trying to bet on North Korea. The famous investor, who cofounded legendary hedge fund Quantum with George Soros, spoke to Real Vision TV and said North Korea is where China was […]
Read more »Venezuela: Running On Empty
August 30th, 2016
Courtesy of Foreign Affairs (subscription required), a very interesting look at Venezuela and how the state ruined its national oil company in its Sept/Oct 2016 issue: Venezuela is in the throes of its most tumultuous political and economic period in decades. The collapse of global energy prices has wreaked havoc on the country’s economy. Estimates […]
Read more »Ethiopia vs. Kenya: A Modern-Day War of the Roses
August 28th, 2016
Via Bloomberg, a look at how a $10 million investment in Ethiopia blossomed into an upstart rival to Kenya for control of Europe’s flower trade: In a giant warehouse near Lake Ziway in central Ethiopia, hundreds of women in aprons work at yellow workbenches under the flags of Dutch soccer clubs PSV Eindhoven and Feyenoord, […]
Read more »Investing In A Possible Colombian Peace Deal
August 19th, 2016
Courtesy of STRATFOR (subscription required), a look at how resolving the decades-long conflict with the Revolutionary Armed Forces of Colombia (FARC) will provide Colombia with more investment opportunities in the future: Forecast Resolving the decadeslong conflict with the Revolutionary Armed Forces of Colombia (FARC) will provide Colombia with more investment opportunities. But investment, especially in […]
Read more »One Belt/One Road: China’s Marshall Plan?
August 16th, 2016
Via Blooomberg, a summary look at China’s OBOR initiative: China’s ambition to revive an ancient trading route stretching from Asia to Europe could leave an economic legacy bigger than the Marshall Plan or the European Union’s enlargement, according to a new analysis. Dubbed ‘One Belt, One Road,’ the plan to build rail, highways and ports […]
Read more »Xinjiang Trade Raises Doubts Over China’s “Belt and Road” Plan
August 10th, 2016
Via the Financial Times, a look at Xinjiang trade figures and how they may relate to China’s One Belt/One Road future: The vast Chinese northwestern frontier region of Xinjiang may serve as a useful early indicator of how Beijing’s much-touted “Belt and Road Initiative” (BRI) is supposed to work – and how successful it may […]
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.