The Case For Investing in Gems
November 16th, 2011
Courtesy of The Financial Times, a report on the investment potential of Global Emerging Markets (GEMs): In fact, emerging markets experienced strong inflows right through to December 2010, with an all-time high of £336m invested in October 2010. With 2011 seeing its fair share of bumps and jolts, retail investors have continued to invest in […]
Read more »Russia’s High Stakes Energy Geopolitics
November 16th, 2011
Via Global Research, a report on Russia’s energy geopolitics and the opening of Nord Stream: On November 7 the first of two pipelines for Nord Stream, the huge Russian-German gas pipeline project, began delivery of gas. The event was no minor affair. German Chancellor Merkel and Russian President Medvedev along with the prime ministers of […]
Read more »China’s African Safari: Hitting Bumpy Ground
November 16th, 2011
Via The Diplomat, an interesting look at China’s investment in Africa and how its unwillingness to recognize changing political realities there may prove to undo some of its African business gains of the last few years: China is accustomed to being welcomed across Africa, by democrats and dictators alike. Recent changes of government, however, have […]
Read more »The New Silk Road?
November 12th, 2011
Via The Diplomat, an article on the United States’ hopes that a combination of trade and infrastructure can help steer Afghanistan away from unrest – and Russia. As the report notes: The United States has launched a new strategy for Afghanistan’s economic development, aimed at making the war-torn country a hub of commerce rather than […]
Read more »Look South, Not East
November 12th, 2011
Via Parag Khanna, an interesting commentary on his view that – while the Obama administration is turning to Asia for the defining competition of the next century – if the United States actually wants to win, it’ll need Latin America. As the article notes: With Barack Obama’s administration pivoting toward Asia and with the U.S. […]
Read more »Uganda On Cusp Of An Oil Boom?
November 11th, 2011
Via Energy Daily, a report that Uganda may be p0ised to become a mid-sized petroleum power. As the article notes: Uganda, a long-ignored by-water in Africa’s Great Lakes region, is widely seen as being on the cusp of an oil boom that will make it a medium-sized producer. But it is also thrusting the East […]
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.