YPF: What’s The New Plan?
June 6th, 2012
Via The Financial Times, a look at Argentina’s plans for YPF: YPF, the Argentine oil company, has a new owner (the Argentine state); a new logo (complete with the Argentine flag) and, as the pro-government Tiempo Argentina newspaper put it, a new “dream team” of savvy professionals to run it. So the big question now […]
Read more »Reviving Cambodia
June 4th, 2012
Via Leopard Capital, a look at how Cambodia’s investor-friendly government is trying to reverse decades of ruin: The pioneer spirit is still around. Namely, Leopard Capital and Dragon Capital, which have recently revealed fundraising efforts that include Cambodia. The fragile nation was decimated by the Khmer Rouge, who ruled by torture and mass extermination from […]
Read more »Asia Private Equity Funds Line Up Dollars For Myanmar
May 28th, 2012
Courtesy of Emerging Frontiers blog, a report on efforts by Asia private equity funds to line up funds for Myanmar: Hong Kong’s Cube Capital and Marc Faber-backed Leopard Capital are among Asian private equity firms lining up nearly $500 million aimed at Myanmar, hoping to tap into its rich natural resources and fill its infrastructure […]
Read more »India’s Strategy In Myanmar
May 28th, 2012
Via STRATFOR (subscription required), a look at the growing importance of Myanmar in India’s struggle to secure and integrate the eastern periphery of the subcontinent more closely with its own national core. As India’s domestic energy and infrastructure demands grow, meeting them will require developing stronger ties with resource-rich neighbors, especially where other regional powers […]
Read more »Mine-golia
May 22nd, 2012
Via NPR, an interesting look at Mongolia: What country had the world’s fastest-growing economy last year? If you guessed China or India, you’d be wrong. In fact, it’s Mongolia: Its economy grew at more than 17 percent in 2011, according to estimates. That’s nearly twice as fast as China’s. The reason — in a word […]
Read more »Vietnam: The Next High-Growth Asian Story
May 22nd, 2012
Courtesy of FE TrustNet, a look at Vietnam: Vietnam is set to be the next south-east Asian economy to boom and could offer UK investors a long-term high-return investment, according to the managers of the Vietnam Holding investment trust. The country’s demographics are second to none, portfolio founder Juerg Vontobel says, and with only one-third […]
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.