China’s String Of Pearls
February 15th, 2013
Courtesy of STRATFOR (subscription required), interesting analysis of China’s String of Pearls strategy: The New York Times recently reported that China apparently has agreed to take over the operations of a $200 million port it built for Pakistan in Gwadar, on the Indian Ocean close to the Iranian border and close to the entrance to […]
Read more »Cuba: The Next Emerging Market?
February 14th, 2013
Courtesy of Forbes, a report on Cuba On Dec. 11, Cuba authorized the formation of non-agricultural cooperatives. The latest in a series of small liberalizations, this measure could lead to the formation of small and mid-sized businesses in Cuba, and transform sectors of the country’s economy. Small changes allowing some private enterprise in Cuba are […]
Read more »Iraq: Missing The Forest For The IEDs
February 14th, 2013
Via Value Investing Letter, an interesting look at investing in Iraq: Introduction Euphrates Advisors manages the Euphrates Iraq Fund, which applies a contrarian, deep value approach to investing in Iraqi equities. This article is a modified version of the December 2012 Investor Newsletter. It describes our experience in this frontier market in 2012, and highlights […]
Read more »Hot Money Heads To Bolivia
February 12th, 2013
Via Foreign Policy Association, an interesting article on Bolivia: Were I looking to invest in sovereign fixed income, say to pay for a house or travel one day, Bolivia is probably not the first place I would look. However, as of last fall, many institutional money managers disagree with me. Last October, the Bolivian government […]
Read more »The Indonesian Dragon: Asia’s Next Booming Economy
February 12th, 2013
Via WorldCrunch, an interesting look at Indonesia: The nostalgic traveler who goes to Indonesia with the idea of walking in the footsteps of Joseph Conrad and living out their own Spice Route literary adventures will be stunned by the sheer luxury of Makassar’s airport. A symbol of Indonesia’s rapid modernization and economic growth, this city […]
Read more »Cambodia
February 9th, 2013
Courtesy of Capitalist Exploits, some interesting comments on Cambodia: “…With a GDP per capita of just US$2,300, Cambodia is a poor country, make no mistake about it. Yet just 10 years ago per capita income was just US$1,000. This means that the Cambodians have enjoyed a 230% increase in income, and thus a vastly improved […]
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.