Chinese Carmaker Moves into Iran
August 15th, 2007
Noticed this on Automotive World, and was struck by two things. First, it is just yet another example of China reaching out to smaller developing markets, especially those “off-limits” to the west for various reasons. And, second, the joint venture’s annual output – up to 200,000 cars – is a large number that indicates the […]
Read more »China, Chad, and a Pan-African Aggregation Grid?
August 12th, 2007
Noticed an interesting article in today’s International Herald Tribune, further emphasizing China’s interest in gaining access to Africa’s petroleum resources. While we have reviewed China’s engagement of several African markets in previous posts, this was the first article focused primarily on Chad. “….Despite advanced prospecting by French and other Western firms dating back to […]
Read more »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 »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.