Surging Economies, in Search of Surging Stocks
October 9th, 2011
Courtesy of The New York Times, an interesting article on the resilience of emerging economies: “…IDEAS that come into vogue and fail to pan out may not be wrong, just early. Is “decoupling” one of those ideas, and has its time come at last? Decoupling holds that rapid growth in emerging economies will support their […]
Read more »Standish: Emerging Markets Should Be Called ‘ASTERISCS’
October 8th, 2011
Courtesy of Seeking Alpha, a synopsis of a very interesting report that reminds investors to evaluate each developing country individually, rather than simply focusing on N-11, BRICs, CIVETS, “emerging markets”, “frontier markets” and other monikers. As the article notes: “…The term “emerging markets” has lost its meaning over the years due to many reasons. Some […]
Read more »China Seeks Profit, Shuns Politics, In Afghanistan
October 8th, 2011
Via Reuters, a report on China’s focus on Afghan natural resources: The Chinese passengers boarding the weekly Ariana Flight 332 from the remote western city of Urumqi to Kabul speak volumes about ties between a rising China, the world’s number two economy, and its desperately poor and unstable neighbour, Afghanistan. Of at least nine Chinese, […]
Read more »Gazprom’s Recent Gas Pains
October 8th, 2011
Via Robert Amsterdam, an interesting article on Gazprom’s travails as of late: Russian gas monopoly Gazprom has had a rather hard time of it recently, with a series of raids on their European offices. The company cannot have been too happy with Turkey’s decision, announced on Monday, that it would not be renewing a 25-year […]
Read more »Economic Outlook: Asia Pacific (October 2011)
October 8th, 2011
Via Emerging Markets Insights, an updated look at economic growth in Southeast Asia: Most Asian countries continue to exhibit strong growth despite the recent turmoil in global markets. However, if there is a full-blown recession in the developed world, some markets will weather the storm better than others. In particular, domestically-oriented countries like India and […]
Read more »The Not-So-Great Game: Afghanistan and China
October 4th, 2011
Via Foreign Policy, a very interesting article on the Pentagon’s recent handling of Afghanistan’s natural resources. As the article notes: In about a week, the Afghan Ministry of Mines will announce that the China National Petroleum Corp. (CNPC) — the largest state-owned Chinese company — has won the rights to develop and explore several oil […]
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.