Archive for September, 2009

Assessing The Economic Potential of Korean Reunification

Via The Wall Street Journal, interesting analysis from a Goldman Sachs study that a united South and North Korea could boast an economy larger than France, Germany and possibly Japan by the middle of the century.  As the report notes:. “…Since the reunification of West and East Germany 20 years ago, South Korean leaders and […]

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Southeast Asian Oil Firms Scout For Foreign Assets

Via The Peninsula (Qatar), a report that Southeast Asia’s major oil and gas firms are gearing up for an aggressive expansion to overhaul local operations and snap up foreign assets to meet the needs of a fast-growing, power-hungry region.  As the article notes: “…From the archipelagos of Indonesia and the Philippines to the rapidly developing […]

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Laos: Communism or Capitalism?

Courtesy of The New York Times, an interesting report on Laos.  As the article notes: “…Hammer-and-sickle flags flutter above government offices in downtown Vientiane, and the entrance to the national museum is decorated with massive sculptures glorifying the workers’ revolutionary struggle. Officially, this sparsely populated country is still communist — and has been since 1975. […]

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Turkmenistan’s Gas

Via The Oil Drum, an in-depth look at Turkmenistan’s natural gas reserves.  As the report notes: “…Turkmenistan holds significantly large quantities of natural gas (they hold the world’s fourth largest reserves) and these have, over the years, proved attractive to Russia, China and the West. Until fairly recently, despite some bad relationships from time to […]

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A Closer Look At The Next Eleven (N11)

While we do not endorse Nicholas Vardy’s Global Guru service, we did find a recent newsletter interesting due to its focus on other emerging economies.  As the report noted: “…Investment bank Goldman Sachs compiled a list called the “Next 11” (N11) back in 2005 — countries it thinks can rival the BRICs in terms of […]

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China’s Thirst For Oil Takes Them To Venezuela

Via Energy Daily, a report that Venezuelan President Hugo Chavez recently announced a 16-billion-dollar deal with China to drill for oil in the resource-rich Orinoco basin.  As the article notes: “…a deal was signed in Beijing for the Orinoco basin. It sets out a Chinese investment of 16 billion dollars over the next three years,” […]

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ABOUT
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.