Russia and Turkey: A Grand Energy Bargain?
May 14th, 2010
Courtesy of STRATFOR (subscription required), an interesting analysis of what appears to be a grand energy bargain has been made among Russia, Turkey and Azerbaijan. The deal will allow Russia a stronger foothold in Turkey’s energy sector, give Turkey the opportunity to mend relations with Baku and secure a crucial source for natural gas to […]
Read more »Russia’s Push to Take Naftogaz … and Ukraine
May 7th, 2010
Courtesy of STRATFOR (subscription required), an interesting report on Russia’s efforts to take Naftogaz — and possibly more of Ukraine from an economic & political influence perspective. As the analysis notes: “…Ukrainian Prime Minister Nikolai Azarov on Wednesday acknowledged that his newly elected pro-Russian government was seriously considering Moscow’s proposal to merge its state-run behemoth […]
Read more »Finding Green In Brazil
May 4th, 2010
Courtesy of Mark Mobius, a look at Brazil, not only from an investment perspective but also that of the environment. As the article notes: “…We started investing in Brazil in the early 1990s when inflation was running at as high as 5,000%. On a visit to Rio de Janeiro, I remember telling my Brazilian friends […]
Read more »Vietnam: A Future BRIC?
May 4th, 2010
Via Nicholas Vardy, a look at Vietnam and the possibility that it may continue to grow closer to BRIC status in the years ahead: More than 30 years after the fall of Saigon, the word “Vietnam” still evokes one of the most shameful chapters in recent American history. And Vietnam itself remains a country of […]
Read more »Turkmenistan’s Gas Pains: Looking Towards Traditional Chinese Medicine For Relief?
April 29th, 2010
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 […]
Read more »BRICs Meet SARCs
April 23rd, 2010
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 […]
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.