Next Investment Frontiers: Mobius On Mongolia
December 12th, 2009
Via Mark Mobius’ blog, a look at Mongolia’s investment potential. As the article notes: “…Many people have asked me what are frontier markets? In summary, they are the next emerging markets and include the likes of Kazakhstan, Romania, Nigeria and Vietnam. The key characteristics are the fact that they are overlooked by investors and have […]
Read more »China’s Scramble To Invest In Africa
December 12th, 2009
Courtesy of The Financial Times, a thoughtful and balanced article on China’s investment into Africa. As the report notes: “…A few years ago, Lukas Lundin, a mining executive, rode his motorbike 8,000 miles from Cairo to Cape Town. His journey, which took just five weeks, meandered through 10 countries, including Sudan, Ethiopia, Malawi, Zambia and […]
Read more »The “Gas OPEC” Comes To Life
December 11th, 2009
Courtesy of Stratfor (subscription required), analysis of the recent decision by eleven natural gas exporters to join together to form a cartel. As the article notes: “…Leonid Bokhanovsky, a long-time executive at Russian energy construction firm Stroytransgaz, was selected to be the first secretary-general of the Gas Exporting Countries Forum (known colloquially as the “Gas […]
Read more »India and Iran: Strategic Energy Initiatives
December 8th, 2009
Courtesy of The Financial Express, a report on ONGC Videsh Ltd’s (OVL), the special-function arm of state-owned oil and gas producer ONGC, efforts in finding equity oil abroad especially in Iran. As the article notes: “Iran is strategically important for us, as in a world worried over the progressive depletion of hydrocarbon reserves it is […]
Read more »Cambodia’s First Stock Exchange Under Construction
December 8th, 2009
Via The Boston Herald, news that Cambodia will soon start construction on a building to house its first stock exchange which it hopes will help draw foreign investment to the impoverished country. As the article notes: “…A South Korean firm, World City Co. Ltd., was awarded the contract to build the $6 million building in […]
Read more »Central Asian Energy
December 5th, 2009
Courtesy of Stratfor (subscription required and recommended), a terrific two-part analysis of Uzbekistan withdrew from Central Asia’s Unified Power System, a synchronized electric grid linking Kazakhstan, Uzbekistan, Kyrgyzstan and Tajikistan. The move is part of a series of disputes between Central Asia’s five countries. The region’s geography and distribution of resources is likely to make […]
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.