How the West Is Missing China’s Geopolitical Focus
January 10th, 2012
Courtesy of The Oil and The Glory, an interesting article on how the West is wholly missing China’s geopolitical focus. As the report notes: On a recent visit to China, Turkmenistan President Gurbanguly Berdymukhamedov smiled broadly as he was awarded the title of Emeritus Professor at Peking University. Yet his satisfaction was probably less the […]
Read more »The Oil Potential of Iraqi Kurdistan
January 10th, 2012
Via The Oil Drum, a look at the oil potential of Iraqi Kurdistan: Whilst much of Iraq may be viewed as in a metastable social and political state, the semi autonomous northern region of Kurdistan has enjoyed relative peace for a number of years. This has enabled the regional government to develop oil exploitation laws […]
Read more »Latin America’s Economic Growth
January 10th, 2012
Courtesy of Emerging Markets Insights, a look at Latin America’s economic growth: 2011 year-end growth figures and new forecasts for 2012 demonstrate continued, but slower, growth, and the emergence of new risks and opportunities in LATAM. Brazil’s growth will subdued, by recent standards, and Argentina is preparing for a potentially painful economic restructuring. While larger […]
Read more »China’s Economic Growth
January 9th, 2012
Courtesy of Emerging Markets Insights, an update on China’s economic growth: Although exporters in places like Guangdong are beginning to feel the impact of rising volatility in the global economy, gross fixed investment numbers remain strong across the country. Local governments in Chongqing, Hubei, Sichuan, and Zhejiang continue to invest heavily in infrastructure projects in […]
Read more »Pioneering Frontier Markets
January 5th, 2012
Via Mark Mobius’ blog, interesting commentary on their view that frontier markets overall are an area now where emerging markets used to be 20 or so years ago. As the article notes: While emerging markets were considered a niche or “exotic” investment when I started investing in the late 1980s, many investors are now familiar […]
Read more »What Currency Devaluation in Iran Means for Business
January 5th, 2012
Courtesy of Emerging Markets Insight, a look at what Iran’s currency devaluation may mean for business there: While political instability dominated headlines in the Middle East, the Iranian rial quietly devalued by 35% against the dollar at local currency exchange bureaus during a four-month period. Continued devaluation increases the likelihood of further instability in 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.