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 »Sinopec’s Quest For Deals
January 5th, 2012
Courtesy of The Wall Street Journal, a report on Sinopec’s quest for deals: Sinopec has kicked off 2012 with a bang. Stay tuned for more. State-owned China Petroleum & Chemical Corp., better known as Sinopec, has been on a tear in acquisitions in the past year, the most recent deal being Tuesday’s multi-billion U.S. shale […]
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 »Pipeline Politics: Nabucco More About Markets Than Geopolitics
January 5th, 2012
Via UPI, a updated analysis of the planned Nabucco pipeline: Though Europe is working to diminish Russia’s influence in the region, the planned Nabucco pipeline is more about the commodity market than geopolitical dynamics, a project director said. Planners of projects involved in Europe’s so-called Southern Corridor of gas transit networks — the Interconnector Turkey-Greece-Italy, […]
Read more »China Wins Afghan Oil Contract
January 5th, 2012
Via Foreign Policy, a report that China has won an Afghan oil contract: Any suspicions that the US went into Afghanistan to secure access to resources went out the window last week. On Wednesday, Tom A. Peter over at the Christian Science Monitor reported, “China’s National Petroleum Corporation became the first foreign company to tap […]
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.