The Geopolitics of Brazil: An Emergent Power’s Struggle with Geography
July 14th, 2011
Via Stratfor (subscription required), a very interesting analysis of Brazil’s challenges: “…South America is a geographically challenging land mass. The bulk of its territory is located in the equatorial zone, making nearly all of the northern two-thirds of its territory tropical. Jungle territory is the most difficult sort of biome to adapt for human economic […]
Read more »Afghan Iron Ore And India’s Resource Diplomacy
July 7th, 2011
Via The Financial Times, an interesting article on the global competition for access to Afghanistan’s iron deposits: “…India is well-versed in resource diplomacy. Just a day after the Pentagon published projections for Afghanistan’s mineral fortune last year, New Delhi called itself Kabul’s ‘natural ally’ and set up ministerial meetings. Now, less than a year later, […]
Read more »China Winning the Race for Central Asia’s Energy Riches
June 30th, 2011
Via the CleanTechies blog, a report on how China is presently winning the race for Central Asia’s energy riches: Many western analysts have described the post-Soviet tussle for Caspian and Central Asian energy reserves as the new “Great Game, except this time around, Russia is facing the U.S. rather than the British empire. To a […]
Read more »Kyrgyzstan’s Gold Rush On Ice
June 30th, 2011
Via Reuters, a very interesting article on the difficulties of investing in Kyrgyzstan: The bus loaded with supporters of a planned $100 million mine had just left its remote Kyrgyz village when a mob on horseback blocked the road. What happened next was a warning to foreign mining companies who had hoped democracy in Kyrgyzstan […]
Read more »Cambodia’s (Financial) Return
June 5th, 2011
Via The Financial Times, an interesting article on the increased interest in Cambodia. As the article notes: Cambodia, once regarded as a spill-over investment from Vietnam, is showing signs of standing on its own feet as frontier funds start to produce strong returns. Frontier investors such as Leopard Capital – a private equity fund which […]
Read more »J.P. Morgan’s Hunt For Afghan Gold
May 28th, 2011
Via Fortune, an interesting article on J.P. Morgan’s hunt for Afghan gold: Villagers assembled for a ribbon-cutting ceremony at the gold mine in Qara Zaghan. The U.S. government estimates that minerals worth nearly $1 trillion lie beneath Afghanistan’s soil. FORTUNE — Qara Zaghan, Afghanistan: The four Black Hawk helicopters sweep down on this remote river […]
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.