A Look At The Investing Frontier
August 2nd, 2010
Via Nicholas Vardy, a report on frontier markets. As the article notes: “…The Claymore/BNY Mellon Frontier Markets ETF (NYSEArca: FRN) replicates an equity index called The Bank of New York Mellon New Frontier DR Index. Although they don’t get the press that the big BRIC economies—Brazil, Russia, India, and China—do, frontier markets actually may offer […]
Read more »The New Silk Road and Inter-Emerging Nation Trade
August 2nd, 2010
Via Bloomberg and National Geographic, two interesting articles about the increased trade and ties among emerging economies, in particular the New Silk Road. The first, via Bloomeberg, examines how trade between emerging nations is growing quickly: “…The high-speed rail link China Railway Construction Corp. is building in Saudi Arabia doesn’t just connect the holy cities […]
Read more »Africa’s Emerging Consumer Class
July 31st, 2010
Courtesy of The Financial Times, a report on the emergence of a large consumer class in Africa. As the article notes: “…If you weren’t already convinced of Africa’s growth story, here’s another quote to add to the ever-growing chorus of investors keen on the continent, courtesy of Mark Richards of Actis, one of the biggest […]
Read more »China’s Petroleum Investment In Iran
July 31st, 2010
Via The Khaleej Times, a report that China has invested around 40 billion dollars in Iran’s oil and gas sector. As the article notes: “…Deputy Oil Minister Hossein Noqrehkar Shirazi also said that Teheran’s oil exports to China fell by 30 percent in the first six months of 2010 compared with the corresponding period last […]
Read more »Kazakhstan: Deep Value?
July 25th, 2010
Via The Financial Times, an up-to-date look at Kazakhstan and recent market performance there. As the article notes: “…Value investors tend to think of themselves as having a stronger character than the rest of the crowd. They certainly need it, since they often have to live with losing positions for uncomfortably long periods. Right now […]
Read more »A Central Asian Conundrum: Bringing Petroleum To The World
July 25th, 2010
Courtesy of The New York Times, a detailed look at the geopolitical challenge of bringing Central Asian petroleum to the world. As the article notes: “…Even as the petroleum industry continues drilling in the Gulf of Mexico at considerable expense and risk, a single field here in Central Asia stands ready to produce two-thirds as […]
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.