North Korea, Russia Benefit from Potential Natural Gas, Railway Deals
August 23rd, 2011
Courtesy of STRATFOR (subscription required), an interesting report on North Korean leader Kim Jong Il’s visit with Russian leaders where they will likely discuss a railway project and a natural gas pipeline project, which, if implemented, would give Russia greater influence in the Korean Peninsula while allowing North Korea to wean itself off Chinese influence. […]
Read more »Brazil, the Un-China
August 23rd, 2011
Via Time, an interesting comparison of Brazil and China: When Brazilians contemplate the beauty of their country or the ability of their soccer team, they like to joke, “God is Brazilian.” It seems foreign investors have taken the joke seriously. No emerging nation has attracted portfolio flows the way Brazil has in recent years. Charts […]
Read more »Mexico, the Un-Brazil
August 23rd, 2011
Via The Foreign Policy Association, an interesting comparison of Mexico and Brazil: Mexico’s technocrats have been seething at comparisons with Brazil for years. Who could blame them? From 2004-2009 Brazil’s growth rate doubled that of Mexico’s, just one of many indicators (foreign direct investment, exports, poverty reduction) that spelled Mexico’s—long self-annointed as Latin America’s vocero—comeuppance. […]
Read more »Mongolia: Between A Rock And A Hard Place?
August 21st, 2011
Courtesy of STRATFOR (subscription required), an interesting article on Mongolia’s efforts to find a third party to balance its two powerful neighbors, China and Russia reliance. As the report notes: “U.S. Vice President Joe Biden will visit Mongolia on Aug. 21-23. Aside from this, a series of high-level meetings between officials from the two countries’ […]
Read more »Mongolia Energy Riches Attract Neighbors and Outside Interests
August 20th, 2011
Via Celsias, a report on Mongolia’s natural resource bounty that is now attracting serious interest from companies & countries around the globe: Pity poor Mongolia, bereft of fiscal resources, caught between the ambitions of its superpower neighbors, Russia and China. Ulaan Bator’s situation is akin to interwar Poland, dexterously attempting to reconcile its foreign policy […]
Read more »Pakistan Seeks Local Funds for Iran Gas Deal Opposed by U.S.
August 18th, 2011
Courtesy of Bloomberg, an article on Pakistan plans to borrow $300 million from local banks to build a pipeline that will carry natural gas from neighboring Iran, easing its worst energy crisis that is curbing economic growth. As the report notes: “…Local state-owned companies will provide about $210 million in equity for the $1.3 billion […]
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.