South America: Regulatory Update
December 6th, 2011
Via Emerging Markets Insights, an interesting look at some of the regulatory issues and government sales in South America, that can deeply impact the bottom line:
Read more »An Introduction to Azerbaijan
December 5th, 2011
Courtesy of The Oil Drum, an in-depth look at Azerbaijan: “…Azerbaijan sits in a region of states along the southern Russian border that show the promise of holding some of the last large deposits of fossil fuel yet to be fully developed. Location of Baku, and Azerbaijan (Google Earth)The first fields to be developed were […]
Read more »Asia’s Growth Forecast
December 5th, 2011
Via Emerging Markets Insight, a updated look at Asia’s economic forecast. As the report notes: Asia’s outlook has darkened over the last month as flooding in Thailand disrupted regional supply chains and declines in the Chinese property market injected uncertainty into the region’s growth forecasts. While these developments will require active monitoring, multinationals should keep […]
Read more »Myanmar’s Balancing Act
December 2nd, 2011
Courtesy of STRATFOR (subscription required), a detailed analysis of the geopolitical significance of U.S. Secretary of State Hillary Clinton’s three-day visit to Myanmar, which represents a major step in the United States’ re-engagement in Asia and furthers Washington’s plan to counterbalance China’s regional strategy. As the report notes: “…U.S. Secretary of State Hillary Clinton is […]
Read more »Rise of the TIMBIs
December 2nd, 2011
Courtesy of Foreign Policy, an interesting look at a group of dynamic and democratic emerging economies that will surpass the BRICs in the years ahead, called the TIMBIs: Turkey, India, Mexico, Brazil, and Indonesia. As the article notes: Nov. 30 marked the 10th anniversary of Goldman Sachs economist Jim O’Neill’s anointing of the BRIC economies […]
Read more »Malaysia’s Petronas Bidding For Onshore Myanmar Field
December 1st, 2011
Via Reuters, a report that Malaysia’s state oil firm Petronas has put in a bid for an onshore energy field in Myanmar. As the article notes: “…At the moment in Myanmar we are only offshore and the business has been quite good,” Wee [Executive Vice President of Exploration and Production Wee Yiaw Hin] told reporters […]
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.