Frontier Markets – Now Part of Mainstream (Media) Thinking?
January 7th, 2008
As noted in a recent US News & World Report article, many investors are engaged in the hunt for the next generation of emerging markets. And, as we’ve discussed in this blog before, Goldman Sachs has identified 11 countries with BRIC-like possibilities, which include mainstream emerging markets like South Korea and Mexico as well as […]
Read more »Gazprom’s African Gas Grab
January 4th, 2008
From The Financial Times, a report that Gazprom is offering to invest in Nigeria’s energy infrastructure in return for the chance to develop some of the biggest gas deposits in the worlds, a move that will undoubtedly heighten concerns among western governments over its increasingly powerful grip on gas supplies to Europe. As the article […]
Read more »Uzbekistan and A Russian Energy Battle: Part of Lukoil’s Capital Flight Plan?
January 4th, 2008
Via Stratfor (subscription required), a highly interesting analysis of Uzbekistan’s status as a large natural gas producer that is locked into Russia’s interests, even though it has many potential export options beyond its large neighbor. As the article notes: “…Uzbekistan, an often-ignored energy source in the heart of Central Asia, ranks among the world’s top […]
Read more »Africa: The Final Emerging Market Frontier?
January 4th, 2008
Despite the current tragedy and turmoil in Kenya, much is being written of Africa as the final emerging market frontier. While we have been covering Africa for some time, 24/7 Wall Street offered an interesting look at African investing recently. The focus is primarily on ETFs, but the comments about investing in Africa seem on […]
Read more »Pakistan & Iran: IPI and More
January 4th, 2008
As noted in the Daily Times of Pakistan, Iran and Pakistan recently discussed oil and gas cooperation, with particular emphasis on the continued development of the Iran-Pakistan-India (IPI) pipeline. As the article reported: “…The Ambassador of Iran, Mashallah Shakeri called on the Minister for Petroleum and Natural Resources Ahsanullah Khan here on Wednesday and expressed […]
Read more »The Thirsty Dragon Deals With Chavez
January 2nd, 2008
An interesting report in the Christian Science Monitor, detailing a new oil exploration deal between China and Venezuela – China’s largest single investment in an overseas energy project to date. And while Venezuela’s motivation is likely political in nature, i.e. it is seeking a strategic geopolitical alliance, China is primarily seeking a steady supply of […]
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.