Archive for July, 2011

Indonesia’s Middle Class: Missing BRIC In The Wall

Courtesy of The Economist, an interesting article on how a consumer boom is masking familiar problems in South-East Asia’s biggest economy: THE hoardings on the slow car journey out of the centre of Jakarta are advertising just two items at the moment: smartphones and scooters. Banks occasionally intrude, but only to offer cheap loans to […]

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Pipeline Politics In The Former Soviet Union

Courtesy of STRATFOR (subscription required), an interesting lookat current politics of energy infrastructure from the Caucasus region to central Europe as the European Union seeks alternatives to Russia.  As the article notes: “…Polish President Bronislaw Komorowski continued his weeklong tour of the Caucasus region on July 27, where he is visiting Georgia, Armenia and Azerbaijan. […]

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China Turns To Mongolia For Natural Resources

Via The Washington Post, an interesting article on China’s increased interest in, and acquisition of, Mongolia’s natural resources.  As the report notes: Overlooking a deep black gash in the Gobi Desert, Od Jambaljamts watched Caterpillartrucks rumble across the rim of the world’s biggest undeveloped coal deposit — and mused on Mongolia’s good fortune to have […]

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Peabody Goes Deep in China’s Restive Xinjiang Region

Via The Wall Street Journal, a report that U.S.-based Peabody Energy Corp. will pursue a giant coal-mine project in China’s western Xinjiang region in partnership with the local provincial government, one of the most demonstrative signs of rising foreign interest in the resource-rich but restive area: “…Plans call for a surface mine that will produce […]

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Monthly Regional Insights: Asia Pacific

Courtesy of the Frontier Strategy Group, an updated look at the economic outlook for Asia:

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The Geopolitics of Brazil: An Emergent Power’s Struggle with Geography

Via Stratfor (subscription required), a very interesting analysis of Brazil’s challenges: “…South America is a geographically challenging land mass. The bulk of its territory is located in the equatorial zone, making nearly all of the northern two-thirds of its territory tropical. Jungle territory is the most difficult sort of biome to adapt for human economic […]

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Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.