Frontier Investing
November 12th, 2010
Courtesy of GuruFocus, some interesting frontier markets commentary from Dr. Marc Faber: “…I think there may be a window of opportunity left in frontier markets. Let me explain. In last month’s report, I noted that we should think of the US as a “huge money-printing machine that produces an unlimited quantity of dollars”. Most of […]
Read more »Africa: The Energy Continent
November 12th, 2010
Via The Energy Business Review, an interesting look at Africa’s evolution into an energy powerhouse. As the article notes: The significant worldwide growth in energy demand (expected to rise by some 57% by 2025), has put Africa firmly on the industry’s radar. According to BP’s Statistical Review of World Energy Report (June 2010), in 2009 […]
Read more »Rise Of The Rest: Exceptional B2C Innovations From All Corners Of The Globe
November 8th, 2010
Via Trendwatching.com, an interesting list of some of the emerging worlds’ most dynamic brands and companies, from aggressive Chinese brands to Turkish creatives to Brazilian apparel: Time for a hefty dose of B2C innovations from China (minus Hong Kong), India, South Africa, Brazil and more. A few points; We’ve included both new brands and established […]
Read more »Intel Invests in Jordan and Lebanon
November 8th, 2010
Via Fast Company, a report on Intel’s latest cash infusion to three Middle Eastern firms. As the article notes: At last week’s World Economic Forum (WEF) meeting in Marrakech, one interesting announcement largely flew over Western heads: Intel Capital has made large-scale investments in three Jordanian and Lebanese companies. Lebanese VoIP firm Nymgo received their […]
Read more »A Libyan View On National Oil Companies
November 3rd, 2010
Via McKinsey Quarterly, an in-depth interview with Dr. Shokri Ghanem, chairman of Libya’s National Oil Corporation, about the future of energy pricing, the operation of national oil companies, and their changing relationship with the international oil majors: “…Since the day in 1968 when Dr. Shokri Ghanem took a post at Libya’s Ministry of Petroleum, he […]
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.