North Korea: A “Formidable Player” Once It Opens Up
January 27th, 2015
Via the Jim Rogers (unofficial) blog, an interesting commentary on North Korea via a reprint from “Street Smarts” Copyright © 2013 by Jim Rogers: In 2007, my wife Paige and I received permission to visit North Korea. I wanted to go there because I sensed that changes were coming. Now I am not a tour […]
Read more »North Korea: Dabbling With Reform?
January 22nd, 2015
Via The New York Times, an Op-Ed examining North Korea’s modest moves towards economic liberalization: While North Korea draws world attention with spectacular and seemingly bizarre actions like the hacking of Sony’s computers or outbursts of bellicose rhetoric, Pyongyang has quietly initiated a round of reforms aimed at liberalizing the economy. It’s unlikely that Kim Jong-un, […]
Read more »Lavish Malls Sprout Up To Attract Iranian Elite
January 20th, 2015
Courtesy of The New York Times, a look at Iran’s numerous shopping mall developments: The low rumble of powerful engines reverberated against the high-rises of Zaferanieh, an upmarket neighborhood, as Porsches and Mercedeses lined up to enter the multistory parking lot of a fancy new shopping mall, the Palladium, the latest addition to Tehran’s shopping […]
Read more »The ISIS Economy
January 9th, 2015
Courtesy of The Financial Times, an interesting look at the ISIS “economy” where signs of discontent are evident across the ‘caliphate’ as people tire of its taxes, price caps and shoddy services: A militant holds up a knife as he rides through Tabqa, Raqqa province, after a nearby air base was seized last year. Isis […]
Read more »Russians And Chinese Are Rushing Into North Korea, But Not Americans
January 7th, 2015
From the unofficial Jim Rogers blog, some interesting comments on North Korea attributed to the legendary investor: FM: I thought North Korea was still a closed society. Are they making reforms? Jim Rogers : The problem is that everyone is looking to American propaganda. [Kim Jong-un] has been there less than three years, he grew […]
Read more »Mexico’s Energy Industry Gushes With Investment Opportunity
January 1st, 2015
Courtesy of The Financial Times, a look at Mexico’s hydrocarbons sector: Mexico’s government recently passed reforms repealing important limitations on oil and gas ownership introduced in 1938.While these reforms will reshape Mexico’s energy industry over the next few years, they will also bring about investment opportunities in the energy industry throughout the rest of Latin […]
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.