Archive for August, 2009

China’s Growing Partnership With Myanmar

Courtesy of a recent New York Times’ op-ed and a Financial Times report, we have a chance to peek into Myanmar’s economic position in Asia & China’s increasing involvement in such.  As the articles note: “…According to the nonprofit group EarthRights International, at least 26 Chinese multinational corporations are now involved in more than 62 […]

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Genghis (Khan) Choose: Russia or China?

Via Stratfor (subscription required), an interesting analysis of Mongolia’s regional status and the ongoing struggle between Russia and China to lure the resource-rich country closer into a closer relationship.  As the article notes: “…Russia and Mongolia signed several agreements on Aug. 25 covering rail links and development, joint exploration and exploitation of Mongolian uranium deposits, […]

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China & India: The ‘Siege’ of Africa

Via Forbes India, a report on the “siege” of Africa by China and India.  As the article notes, the two countries have adopted two different strategies to engage Africa: one is trying to impress with state-sponsored might, giving away goodies and walking away with plum deals; the other is primarily sending private citizens to build […]

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National Oil Companies: States In Play?

Via Foreign Policy, an interesting short review of national oil companies and the “haves/have-nots” therein.  As the report notes: “Big oil,” as Daniel Yergin notes, isn’t what it used to be. Forget the “seven sisters” — those huge companies that dominated the oil business in the 20th century. Today, at least 80 percent of oil […]

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Post-War Sri Lanka: Poised For Growth?

Via Lanka Journal, an interesting look at the economic/investment prospects of a post-war Sri Lanka.  As the article notes: “…IN SRI LANKA, THE INVESTMENT AXIOM that the best time to plunge into the market is when there is “blood on the streets” is tragically literal. More than 80,000 citizens of the tiny Indian Ocean island […]

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New Sister Secrets: In Depth Analysis of Pemex, PDVSA, and Petrobras

Via The Oil & Gas Journal, an in-depth comparison of Mexico’s Petroleos Mexicanos (Pemex), Venezuela’s Petroleos de Venezuela SA (PDVSA), and Brazil’s Petroleo Brasileiro SA (Petrobras), the most talked-about and likely the most influential National Oil Companies (NOCs) in the Western Hemisphere and three of the New Seven Sisters.  As the article notes: “…Pemex and […]

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WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.