Failed States = Frontier Investment Opportunities?
June 23rd, 2010
Via Impact Lab, a look at the latest failed states index and possible candidates for real frontier investment opportunities: “…The 10 states that fill out the top ranks of this year’s Failed States Index — the world’s most vulnerable nations — are a sadly familiar bunch. Shattered Somalia has been the No. 1 failed state […]
Read more »The Tiger and Dragon Tussle Over Afghan Resources
June 23rd, 2010
Via The Financial Times, a look at the resource race in Afghanistan which pits India against China. As the report notes: “…Unlikely as it may seem, war-torn Aghanistan is emerging as a battlefield in a quite different sort of conflict – the fight over natural resources between China and India. The poverty-stricken country is said […]
Read more »Russia: An Energy Superpower?
June 23rd, 2010
Courtesy of Reuters, an interesting interview of Russia’s Energy Czar, Deputy Prime Minister Igor Sechin: ?“…Russian gas behemoth Gazprom (GAZP.MM) must raise its game by penetrating the swiftly growing markets of Asia after a fall in exports to European Union customers, Russia’s energy tsar told Reuters. Gazprom usually supplies a quarter of the European Union’s […]
Read more »Iran Seeking Out Both The Asian and European Energy Markets
June 18th, 2010
Via Energy Daily, a report on Tehran’s agreement on a $7 billion natural gas pipeline deal with U.S. ally Pakistan in defiance of Western efforts to bring its economy to its knees. As the article notes: “…Iran is also gearing up to make a move to participate in the giant $11 billion Nabucco gas pipeline […]
Read more »Africa’s Business Opportunity
June 13th, 2010
Courtesy of The McKinsey Quarterly, an interesting report on Africa’s investment potential: “…Africa was among the fastest-growing parts of the world between 2001 and 2008, with average growth of 5.6 percent a year. While the commodity boom played a role, stable macroeconomic conditions coupled with structural reforms—including the privatization of state-owned enterprises and lowered barriers […]
Read more »Southeast Asia
June 3rd, 2010
Via Mark Mobius’ blog, a detailed look at Southeast Asia: “…Southeast Asia, which comprises mainly of the 10 member countries in ASEAN (Association of Southeast Asian Nations) and a few others, is an often overlooked region in Asia, as a result of being overshadowed by the Asian giants, China and India. The GDP of Southeast […]
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.