An Indonesian BRIC?
March 3rd, 2010
Via Time, an interesting thought regarding Indonesia and its potential inclusion among the BRIC designation. As the article notes: “…Perhaps we should add an “I” to the BRICs, for reasons much more positive for the global economy. The extra “I” would stand for Indonesia, a country that often gets forgotten amid all of the attention […]
Read more »Consolidation In Russia’s Energy Sector?
March 2nd, 2010
Courtesy of STRATFOR (subscription required and recommended), a report on the possibility that Russia will implement another round of consolidations in its energy sector to improve efficiently and competitition. As the article notes: “…STRATFOR sources in Moscow report that Russia is preparing for another round of consolidations in its energy sector, like those in 2005 […]
Read more »Vietnam: A Sunny Forecast?
February 26th, 2010
Via Foreign Policy and The Eurasia Group, an interesting look at Vietnam’s economic prospects. As the article notes: “…A few years ago, Vietnam looked set to lead the pack among “frontier markets,” the next wave of emerging players to offer cutting-edge growth and investment opportunities. Banks were setting up Vietnam funds. Unfortunately, the country’s sometimes […]
Read more »Ports In A Storm? China’s Port Projects in Southeast Asia
February 17th, 2010
Courtesy of The New York Times, an interesting report on China’s ambitious trading strategy in South Asia and its influence on its Asian neighbors. As the article notes: “…Now, China is investing millions to turn this fishing hamlet into a booming new port, furthering an ambitious trading strategy in South Asia that is reshaping the […]
Read more »Cambodia
February 15th, 2010
Via The Khmer News, an interesting look at the potential offered by Cambodia today. As the article notes: Douglas Clayton, founder of frontier market fund manager Leopard Capital, has a habit of relocating to the country he believes is on the cusp of development. Right now, his home is Cambodia. “It’s fun to be in […]
Read more »Azerbaijan’s Pipeline To Iran
February 12th, 2010
Courtesy of STRATFOR (subscription required), details on the plans by Azerbaijan’s state-owned energy firm, SOCAR, to construct a new pipeline to export natural gas to Iran. As the article notes: “…The report quoted the deputy head of Azerigaz, SOCAR’s natural gas subsidiary, as saying that work was in progress to construct the 200-kilometer-long (124-mile-long) Sangachal-Azadkend-Astara […]
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.