A Dry Canal: China’s Proposed Alternative To The Panama Canal
February 18th, 2011
Via The Financial Times, a look at a proposed Panama Canal rival being discussed by China and Colombia: “…China is in talks to build an alternative to the Panama Canal that would link Colombia’s Atlantic and Pacific coasts by rail – a move that Bogotá also hopes will spur Washington to push for Congressional approval […]
Read more »LUSTI vs. BRICs
January 31st, 2011
Via Edge Perspectives, an interesting look at LUSTI nations (Lebanon, United Arab Emirates, Singapore, Tunisia and Israel), nations that – in the evolving global business landscape – the article believes will thrive as small countries and urban spikes becoming the focus of economic value creation and large national governments become increasingly marginalized. As the report […]
Read more »Colombia: From Violence and Drugs To Returns?
January 29th, 2011
Via Nick Vardy, an interesting look at Colombia: When you hear the name “Colombia,” two other words probably spring to mind: “violence” and “drugs.” Indeed, for most investors, it’s hard to imagine Colombia as anything but a “Scarface”- style narco state. Yet, this popular image of Colombia does not do the country justice for the […]
Read more »Trading ‘Til It Yurts…
January 24th, 2011
Via The Financial Times, an update on the continued development of the Mongolian Stock Exchange: “…Mongolian yak butter futures, anyone? This week the London Stock Exchange said it had agreed a “strategic partnership” with the Mongolian Stock Exchange. The what? Does the LSE really share any strategic interests with a tiny stock exchange on the […]
Read more »China: Herding Black Sheep
January 24th, 2011
Via The Financial Times, an interesting look at China’s relationships with “black sheep” nations: “…As the 2008 Olympics approached, China underwent a crash course in the politics of overseas investments when human rights groups accused Beijing of holding a “Genocide Games” on the grounds that its oil investments in Sudan were sustaining a scorched earth […]
Read more »The New BRICS On The Block: Which Emerging Markets Are Up and Coming?
January 19th, 2011
Courtesy of Knowledge at Wharton, a report on the so-called “CIVETS” countries — Colombia, Indonesia, Vietnam, Egypt, Turkey and South Africa — which are now touted as hot markets. As the article notes: “…Building on the foundation of the well-known BRIC countries — Brazil, Russia, India and China — a new set of up-and-coming emerging […]
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.