Peru And Colombia: Breaking Free Of The Commodity Super Cycle
May 8th, 2012
Courtesy of The Financial Times, a look at the economic development of Peru and Colombia: How would South America’s economies fare if commodities suddenly collapsed? Probably not very well. Indeed, that is why many investors still view the region as a cyclical play on world, and especially Asian, growth. Yet over the past two decade […]
Read more »Vietnam: Not The Next China
May 8th, 2012
Courtesy of The Financial Times, a close look at Vietnam: Until 2008 Vietnam was regarded as “the next China”. Then the global credit bubble burst and a far-less impressive economy emerged. But after returning from 10-days of field research looking at factories and infrastructure in Guangdong and Wuhan, in China, and the same in northern […]
Read more »Russia’s BRIC Power Play
May 8th, 2012
Via Forbes, an interesting article on Russia’s influence on BRIC energy policy. As the report notes: President Putin is officially back, with his swearing in scheduled for Monday, but this time he has a problem. The Russian masses have started to see through the political mist of the Kremlin; they don’t like what’s on show. […]
Read more »Cuba’s New Mantra: Viva Private Business
May 4th, 2012
Via Emerging Frontiers blog, a report on Cuba: Socialism has been Cuba’s official economic policy for more than a half-century, and some 85 percent of the Cuban workforce is employed by the state. But that is changing fast. Communist authorities say that nearly half of Cuba’s economic activity will shift to the private or “non-state” […]
Read more »Cambodia’s New Corporate Darling: Phnom Penh Water Supply
May 4th, 2012
Courtesy of Emerging Frontiers blog, an article on one of Cambodia’s early corporate successes: When the Khmer Rouge were driven out of Phnom Penh in 1979 they left behind a city that had been laid bare. Its infrastructure was in ruins and utilities like the colonial-era water supply were in a state of filthy disrepair. […]
Read more »Colombia: Canada’s New Best Friend?
April 30th, 2012
Courtesy of The Globe and Mail, a report on the improving relationship between Canada and Colombia: It was just after daybreak on a hazy January morning in Bogota and the 300 bankers were bleary. Summoned at dawn to the auditorium at the foot of their 50-storey office tower, most of them had guessed that their […]
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.