Myanmar: Golden Opportunity Or Recipe For Trouble?
February 21st, 2012
Courtesy of The Financial Times, an article on Myanmar’s economic potential. As the report notes: Over the past year as Myanmar has launched a shockingly rapid era of reform, foreign investors have descended on the country, convinced it is the next Asian tiger cub economy and that western democracies soon will lift all sanctions. In […]
Read more »Sudans’ Oil Feud Risks Shattering a Fragile Peace
February 13th, 2012
Via The New York Times, a report on the oil feud between South Sudan and Sudan which threatens stability in the region. As the article notes: Sudan and the breakaway nation of South Sudan have been locked in an exceedingly dangerous game of brinkmanship over billions of gallons of oil, seizing tankers, shutting down wells […]
Read more »China Lone BRIC Among Top Emerging Markets
February 13th, 2012
Via Bloomberg, a look at Bloomberg Markets’ first ranking of the most-promising emerging and frontier markets for investors: When Antoine van Agtmael was traveling around Asia in the late 1970s, he became convinced there were companies worth investing in throughout the developing region. In 1981, while working for the World Bank’s International Finance Corp., he […]
Read more »Myanmar: Asia’s Next ‘Economic Frontier’?
February 8th, 2012
Via Maplecroft, two articles on Myanmar. The first looks at key developments in Myanmar’s recent liberalization: Recent political developments have pushed Myanmar to the centre of 2012’s strategic landscape, with governments and businesses in Asia and the West closely monitoring the accelerating reforms taking place there. The most important symbol of this reform has been […]
Read more »Weak ‘Rule Of Law’ in Myanmar, S Sudan, Turkmenistan, Libya, Angola, and Iraq Poses Significant Risks
February 7th, 2012
Via Maplecroft, a report on how weak ‘rule of law’ in Myanmar, S Sudan, Turkmenistan, Libya, Angola and Iraq poses significant risk to oil and gas firms: The oil and gas rich nations of Myanmar, South Sudan, Turkmenistan, Libya, Angola and Iraq have been rated amongst the countries offering the least legal protection for foreign […]
Read more »Brazil: Realizing “Ordem e Progresso”
February 7th, 2012
Via Mark Mobius’ blog, a detailed look at Brazil: My worldwide pursuit of good investing bargains takes me to some magnificent countries. In my view, Brazil is certainly among the most beautiful and economically vibrant in the western hemisphere. Its Portuguese-speaking multiracial population of almost 200 million1 represents a growing and upwardly mobile consumer market. […]
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.