Archive for April, 2010

Turkmenistan’s Gas Pains: Looking Towards Traditional Chinese Medicine For Relief?

Courtesy of STRATFOR (subscription required), a look at Turkmenistan’s hopes that China will agree to increase the amount of gas it imports in order to reverse the precipitous drop in Turkmen natural gas exports during the last year.  As the article notes: “…Turkmen President Gurbanguly Berdimukhammedov will travel to China on April 30, where he […]

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Pakistan: An “Edgy” Frontier Investment

While many of Nicholas Vardy’s reports contain a tinge of “salesmanship” to them, we nonetheless found his quick assessment of Pakistan of interest.  We may not share his optimism that it is the next BRIC, but Pakistan does merit some careful watching as a frontier market for investors.  As the article notes: “…Much like BRIC […]

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The Trillion Dollar Club – Treating BRICs As A Block

Courtesy of The Economist, an excellent analysis of the BRICs: “…In any global gathering, the American president is usually seen, at a minimum, as primus inter pares: the one who can make or break the final bargain and select his favoured interlocutors. So in Copenhagen last December, as negotiations for a new climate-change treaty were […]

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Courtesy of Forbes, an interesting report on the continuing emergence of a global Internet power bloc along the lines of the BRICs: “…Today China’s largest Internet firm Tencent announced a $300m investment into Russia’s Digital Sky Technologies Limited (DST). DST is the most powerful Russian Internet firm, and has investments across Eastern Europe as well […]

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Indonesia: The Fifth “BRIC”?

Via The Global Guru, a look at Indonesia – a country which some consider to be the 5th BRIC.  As the article notes: “…As the world’s largest Muslim nation with a population of almost 248 million, Indonesia is the fourth-most populous country in the world after China, India, and the United States. Already among the […]

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Building BRICs Of A New World Order?

Courtesy of TIME, an interesting look at the emerging economies of Brazil, Russia, India and China and how the world may change if their growth continues apace.  As the article notes: “…Whenever the BRICs have a powwow, as they did during their second summit this week in Brasilia, I can’t help thinking about the future […]

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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.