Oil Interests Push China Into Sudanese Mire
December 26th, 2011
Courtesy of The Washington Post, a report on how China’s growing appetite for energy has led it into the messy politics and tensions of Sudan. As the article notes: At a restaurant along the River Nile offering crocodile and ostrich meat, officials of the world’s newest — and desperately destitute — nation hosted a lunch […]
Read more »New Global Hot Spots For Investment
December 26th, 2011
Via Fortune, an interesting article on emerging markets: Today, essentially two global economies exist side by side. The U.S. and its advanced peers continue to struggle with high unemployment, idle capacity, depressed housing markets, and anemic growth. Credit remains tight in much of the developed world, despite historically low interest rates. Debt-laden European nations pose […]
Read more »Russia In Africa: An Alternative To China’s Investment Monopoly?
December 20th, 2011
Via WorldCrunch, a report on Russia’s increasing investment interest in Africa. As the article notes: “…The Soviet Union was once a major economic and political power in Africa. But when the empire fell, so did Moscow’s political and economic influence on the continent. Today, the region is growing, but is increasingly dominated by Chinese companies, […]
Read more »The Next Frontier?
December 20th, 2011
Two interesting articles on emerging and frontier markets. The first, via GuruFocus, takes a look at a new ETF focused on frontier markets: Every investor should allocate a portion of his or her portfolio to emerging markets. Most often, the phrase “emerging markets” calls to mind the BRIC: Brazil, Russia, India and China. But these […]
Read more »Afghan Rail Plan To Boost Mineral Exports
December 20th, 2011
Courtesy of The Financial Times, a report on the Asian Development Bank’s interest in raising $1bn to expand a newly-completed stretch of railway in Afghanistan into a countrywide network to export iron ore and copper to global markets. As the article notes: “…Afghanistan is due to open the 75-km link between the northern city of […]
Read more »Kazakh Oil Production
December 19th, 2011
Via Early Warning, an interesting look at Kazakhstan: The above shows Kazakh oil production (red, left scale) and the ratio of Kazakh proved oil reserves to annual production (blue, right scale). Why do we care all of a sudden, you ask? Well: About 50 people fought police on Saturday in the town of Shetpe, 60 […]
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.