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 »BRICs? It’s Carbs That Make You Strong
December 1st, 2011
Courtesy of The Financial Times, an interesting article on how the upsurge in commodities has resulted in over performance in a number of markets: Ten years ago the mood among emerging market investors was one of despair. After a series of crises, EM equities had gone nowhere for a decade. All they seemed to offer […]
Read more »Myanmar’s Spring
December 1st, 2011
Via Foreign Policy, an article on what it says is the real reason behind Hillary Clinton’s visit to Myanmar: China. As the report notes: “…Secretary of State Hillary Clinton is in Myanmar, on a trip that is being hailed as a stunning breakthrough in bilateral relations and a sign that the Southeast Asian pariah state […]
Read more »Myanmar: The Next Frontier?
November 29th, 2011
Via The Wall Street Journal, an interesting article on Myanmar and the renewed investor interest as signs of a thaw between its government and Western leaders raise hopes of a possible end to Western sanctions: For now, the push is confined mainly to Asian companies that aren’t covered by tough sanctions imposed by the U.S. […]
Read more »BRICs at 10
November 29th, 2011
Courtesy of The Financial Times, a report on the growth and investment returns of the BRICs as they cross the age of 10: So, was he right? Ten years ago Jim O’Neill of Goldman Sachs looked at four growth economies – Brazil, China, India and Russia – put their first letters into an acronym, and […]
Read more »Myanmar: Pivot Point Of China’s Grand Economic Strategy For Western China
November 29th, 2011
Courtesy of the Global Times, a look at the impact that the United States’ recent efforts to engage Myanmar may have upon China’s long-term strategic interest in the country: US Secretary of State Hillary Clinton’s visit to Myanmar, starting today, will further unnerve China, which has recently been increasingly worried that the aim of the […]
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.