North Korea: Following Vietnam’s Model?
November 2nd, 2007
Stratfor offered an interesting look at North Korea’s economic strategies recently (subscription required), noting that Kim Jong Il himself has suggested that North Korea might use Vietnam as a benchmark model for reviving its decrepit economy. “…North Korea is aligned with the goals of the Vietnamese growth model, but it plans to embark on its […]
Read more »China: Banking on Africa
October 31st, 2007
A few interesting articles, courtesy of Bloomberg and The Financial Times, detailing two recent Chinese investments into the African banking sector, namely Industrial & Commercial Bank of China Ltd.’s move to buy 20 percent of Standard Bank Group Ltd. (Africa’s largest bank) and China Development Bank’s partnership with United Bank for Africa, one of Nigeria’s […]
Read more »Pipe Down: A Summary of Central Asia’s Pipeline Wars
October 31st, 2007
 As always, an interesting post by Steve Levine, discussing the U.S. failure to match Russia so far in the European pipeline war. Since I’ve discussed various pipeline (and a few pipe dream) initiatives of late, I found this article to be a useful summary: “….Europe relies on Russia for more than 30% of its oil […]
Read more »Vietnam…
October 27th, 2007
A nice reminder from Stockerblog not to forget Vietnam in all the excitement/press related to China, India, etc. As the article points out, there is a lot of activity in Vietnam right now. For example, the Ho Chi Minh City Stock Exchange and the Tokyo Stock Exchange just announced a partnership which involves sharing of […]
Read more »India’s Presence in the Central Asian Energy Market
October 27th, 2007
Via NewEurasia, a report that India ONGC Mittal Energy (a joint venture between oil and gas company ONGC Videsh and steel giant Mittal Investment) acquired a 30 percent stake in an exploration block of Turkmenistan’s reserves in the Caspian Sea. The Turkmen project will become the Indian joint venture’s fourth oil and gas holding, as […]
Read more »Azerbaijan – Projecting Outward
October 27th, 2007
 According to a recent Energy Daily report, Azerbaijan – its $21 billion economy expanding at more than triple the rate of China’s in a world of record-high energy prices – has begun acquiring assets in neighboring states. “For instance, the State Oil Company of Azerbaijan has started investing in the economies of Georgia, Turkey, and […]
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.