Post-Castro Cuban economy … unfolding right now
July 28th, 2007
Tucked neatly into Forbes’ current International Investing Guide edition is Alex Davidson’s interesting piece on Cuba’s investment potential. While much of the focus is on post-embargo opportunities that may emerge in the tourism, agricultural, transport, and infrastructure sectors (especially those for American companies with a large presence in Miami), I found his discussion of Cuba’s […]
Read more »Libya … a future investment haven?
July 27th, 2007
Lots in the news recently regarding Libya’s agreement to release the foreign medical workers held in the HIV/AIDs scandal, ostensibly partially in return for greater interaction with the EU. While Libya has slowly been working to improve its image and relationships over the past few years, the reality of its petroleum potential & wealth is […]
Read more »A ‘China opening’ to Iran?
July 27th, 2007
Have not yet written much on the National Oil Company of Iran but, despite all the negative press, rhetoric, and bashing by both sides, I personally believe that Iran is a market we should examine and watch. To that end, I wanted to direct readers to Jeremi Suri’s very interesting article that appeared earlier this […]
Read more »Into Africa …
July 26th, 2007
Was pleased to read Wednesday’s Globe & Mail article which discussed Merrill Lynch’s recent report that Africa could be the “final frontier†of the world’s emerging markets. While I may quibble with such general statements as “the continent may be on the cusp of an “unprecedented stage of economic development”, I do agree that population […]
Read more »Indonesia … the forgotten member of OPEC?
July 24th, 2007
Given my last post and as further reminded by an article at Stockerblog.com, we should keep Indonesia in the back of our minds. I am personally less than bullish on the specific companies mentioned in the article, but I do believe that Indonesia – as a market and opportunity – is often unfairly “penalized” or […]
Read more »CNPC’s deal with Turkmengas … really a done deal for the first non-Russian route for gas exports out of Central Asia?
July 18th, 2007
Given Turkmenistan’s tendency to “revisit†agreements (especially when other potential customers such as Turkey, Pakistan, Europe, and Russia are also knocking on the door re: buying gas), it may be prudent to wait and see how this deal shakes out, but certainly another good example of China’s (via CNPC) efforts to lock up alternatives to […]
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.