A Chinese Silk Road Comprised of Pipelines And Railroads
January 29th, 2010
Via Window On Eurasia, an interesting look at Beijing’s active program to restore the eastern part of the Silk Road and tie Central Asia closer to China. As the article notes: “…Moscow analyst Aleksandr Shustov describes both what China has been up to in this regard not only involving gas pipelines but also railways and […]
Read more »Rebuilding History: BRIC By BRIC
January 24th, 2010
Courtesy of The Financial Times, an interesting historical look at the term BRIC and how it came to be. While we primarily track black sheep markets even further off the radar than BRICs, this article is both entertaining and instructive: “…On the desk of Jim O’Neill, chief economist for Goldman Sachs, stand four flimsy flags. […]
Read more »The Rest Has Risen…
January 16th, 2010
Via Newsweek, an interesting look at the performance of emerging market indices in the past decade. As the article notes: “…If you had any doubt about what Fareed Zakaria calls “the rise of the rest,” consider a new Bank of America Merrill Lynch report on the performance of emerging markets over the past decade. If […]
Read more »China’s Search For Oil
January 13th, 2010
Via Abu Dhabi’s The National, a look at China’s state-controlled enterprises efforts to secure oil and gas supplies wherever they can be obtained in order to feed the growing energy appetite of the world’s second-largest economy. As the article notes: “…When the going gets tough, China goes shopping for energy assets. Last year, Beijing sent […]
Read more »Turkmenistan, Iran, Turkey: A New Phase in Energy Competition?
January 7th, 2010
Courtesy of STRATFOR (subscription required), an interesting analysis of the decision by Turkish Energy Minister Taner Yildiz to join Iranian President Mahmoud Ahmadinejad and Turkmen President Gurbanguly Berdimukhammedov at the Jan. 6 inauguration ceremony for a natural gas pipeline running from Turkmenistan to Iran. As the article notes, Yildiz’s presence raises the possibility that new […]
Read more »The Evolving Pipeline Politics In Central Asia
January 5th, 2010
Courtesy of The Japan Times, an interesting article on the evolving pipeline politics of Central Asia. As the report notes: “…The opening early last month of a new Central Asia-China gas pipeline is the latest demonstration of Beijing’s growing influence over the natural resources of the region. China’s voracious appetite for energy resources has led […]
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.