Archive for 2011

China Refines Overseas Oil Investment Strategy

Via Reuters, a look how Chinese oil companies are changing their approach to investing in oil and gas projects overseas, placing more emphasis on community development and less on Beijing’s political goals.  As the article notes: “…Over the past decade, China’s state-controlled energy giants have been the most prolific buyers of oil and gas companies […]

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South America: Regulatory Update

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:  

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An Introduction to Azerbaijan

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 […]

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Asia’s Growth Forecast

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 […]

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Myanmar’s Balancing Act

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 […]

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Rise of the TIMBIs

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 […]

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ABOUT
WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.