Frontier Markets In Focus: 2016 And Beyond
January 13th, 2016
Via Mark Mobius’ blog, an interesting look at some investment opportunities in frontier markets (the less-developed subset of the emerging market universe) with an eye on a few countries that could best weather the investment climate ahead: When talking about frontier markets, the first question many people have is how to classify them. One of the […]
Read more »Want Cheap Stocks? Think Frontier Markets
January 20th, 2014
Via Asia Confidential, an interesting article on frontier markets and Vietnam in particular: People go to a retail store searching for bargains. If an item is priced at a 50% discount, they might buy it or search a nearby store or online to see if they can get it even cheaper. If a store has […]
Read more »Investment Trends Bode Well For Vietnam’s Economic Future
August 12th, 2013
Courtesy of STRATFOR (subscription required), a close look at Vietnam: Recent trends in foreign direct investment may be a good sign for Vietnam, which has struggled to attract investors since the global economy slowed down in 2009. In fact, FDI into Vietnam has recovered significantly in 2013, and it has been appropriated to areas that […]
Read more »A Tired Tiger? Vietnam’s Star Is Dimming
May 12th, 2013
Courtesy of Bloomberg, a sobering look at Vietnam: Like other would-be tiger economies, Vietnam faces a trifecta of new threats: a crisis-paralyzed Europe, a faltering America, and a newly spendthrift Japan. Yet the biggest risk to the nation’s future may be old-fashioned nostalgia. It has been 27 years since Hanoi launched the “Doi Moi” reforms […]
Read more »Vietnam’s Economy: Sabotaged From Within
January 28th, 2013
Via The Diplomat, a look at Vietnam’s economic woes: Last year saw a number of Vietnamese state-owned enterprise officials being arrested for economic crimes or “irregularities” at the companies under their care. As covered previously on Pacific Money, one of the most shocking such arrests was that of Nguyen Duc Kien, a famous tycoon and […]
Read more »Vietnam: From Economic Tiger To Pussycat?
October 10th, 2012
Via Newsweek, a report on how Vietnam’s promising economy got off track: Almost exactly two years ago this week, Christine Gregoire, the governor of the U.S. state of Washington, was in Vietnam handing out french fries made from potatoes grown in her state at a Kentucky Fried Chicken outlet in Ho Chi Minh City. Gregoire, […]
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.