The Next Frontier?
June 18th, 2008
An interesting article in Smart Money (subscription required for online version), discussing The Next Frontier. As the article notes: “…finding investing opportunities sheltered from the fits and starts of the global economy requires going off the grid. Way off, in fact. Countries like Nigeria, Kazakhstan and Qatar are developing tradable markets, prompting adventurous investors to […]
Read more »Gazprom and China: Race to Ogoniland
June 16th, 2008
Via Robert Amsterdam’s excellent blog, news that Gazprom and several Chinese state-held firms are aggressively pursuing these gas field stakes left behind by Shell in Nigeria’s troubled Ogoniland- and the government of Umaru Yar’adua has indicated that it will entertain an offer from the group bringing the best infrastructure (read corporate foreign policy) package to […]
Read more »Central Asia’s Pipeline Race
June 16th, 2008
Today’s Wall Street Journal offered an excellent analysis of the pipeline race between Russia and the West in Central Asia, as alternatives to Kremlin-controlled energy are desperately sought and usually thwarted by adept maneuvering from Moscow. The piece is long, but worthy of a complete read by all interested. As the article notes:  “…During the […]
Read more »Frontier Life
June 16th, 2008
When the stock market turns ugly, the quest for “non-correlated assets†intensifies. And some investors think they’ve found a reliable new non-correlated asset – “frontier markets” – which include Pakistan, Kuwait, the United Arab Emirates (UAE) and other markets throughout Africa and the Middle East. Now we have been following such at Wildcats for some […]
Read more »Indian Firms Invest in Iranian Oil
June 16th, 2008
India’s Economic Times recently reported that a consortium of public sector oil companies — ONGC Videsh (OVL), Indian Oil Corporation (IOC) and Oil India (OIL) — has proposed to invest $3 billion to develop Farsi block in Iran where they have found 12.8 trillion cubic feet (tcf) of gas. As the article notes: “…The block […]
Read more »Into Africa … (2)
June 13th, 2008
While frontier markets in Africa are not yet the new Brazil, let alone the new South Korea, there are ample reasons to be optimistic about the economic resurgence in many African countries. As The Financial Times recently pointed out: “…The focus on high profile conflicts in Africa, such as the ongoing election in Zimbabwe 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.