Archive for September, 2011

Could Russia pipe gas to Seoul via North Korea?

Via The BBC, a report on the possibility of Russia piping gas to Seoul via North Korea.  As the article notes: “…Looking at the map, it is a no-brainer. Less than 700km (435 miles) separate one of the world’s biggest energy producers and one of its neediest consumers. Russia sells natural gas; South Korea wants […]

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Nigeria: Cooking (Without) Gas

Courtesy of The Financial Times, an interesting article on Nigeria’s growing middle class and the likely impact it will have on economic growth in that country: Nigeria may be a country plagued by corruption, violence and pockets of deep poverty but it’s also home to the largest middle class in Africa. And that middle class, […]

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Into Africa: Will The Continent Become The Next Major Global Investment Story?

In the CFA Institute’s September/October 2011 issue, Patrick Mutimba, CFA – Director of investments at Makerere University in Kampala, Uganda – looks at Africa’s potential to join the BRICs as an alternative investment destination, especially that of AAEMNS (Algeria, Angola, Egypt, Morocco, Nigeria, and South Africa): “…I believe Africa will be the next big destination […]

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Laos: Tilting Toward China?

Courtesy of STRATFOR (subscription required), an interesting look at Laos and how – in recent years  as China and Vietnam have jockeyed for influence in Indochina and as countries in the region have increased their cooperation – Laos has envisioned itself becoming a “corridor country,” tying into a Chinese high-speed rail network and exporting hydro-powered […]

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Urban Economic Clout Moves East

Courtesy of McKinsey Quarterly, an interesting graphic that forecasts more than 20 of the world’s top 50 cities ranked by GDP will be located in Asia by the year 2025, up from 8 in 2007. During that same time period, our research suggests, more than half of Europe’s top 50 cities will drop off the […]

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Afghan-Sino Relations

Via Afghan Lord, a detailed review of Afghan-Chinese relations: “…It is said that the Afghan-Chinese relationship goes back to the seventh century when Chinese monks traveled through Silk Road to visit the Buddha statues in Bamyian, blown up by Taliban in 2001. The Silk Road was not only used for a pilgrimage purpose, but also […]

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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.