Myanmar: Asia’s Next ‘Economic Frontier’?
February 8th, 2012
Via Maplecroft, two articles on Myanmar. The first looks at key developments in Myanmar’s recent liberalization: Recent political developments have pushed Myanmar to the centre of 2012’s strategic landscape, with governments and businesses in Asia and the West closely monitoring the accelerating reforms taking place there. The most important symbol of this reform has been […]
Read more »Weak ‘Rule Of Law’ in Myanmar, S Sudan, Turkmenistan, Libya, Angola, and Iraq Poses Significant Risks
February 7th, 2012
Via Maplecroft, a report on how weak ‘rule of law’ in Myanmar, S Sudan, Turkmenistan, Libya, Angola and Iraq poses significant risk to oil and gas firms: The oil and gas rich nations of Myanmar, South Sudan, Turkmenistan, Libya, Angola and Iraq have been rated amongst the countries offering the least legal protection for foreign […]
Read more »Brazil: Realizing “Ordem e Progresso”
February 7th, 2012
Via Mark Mobius’ blog, a detailed look at Brazil: My worldwide pursuit of good investing bargains takes me to some magnificent countries. In my view, Brazil is certainly among the most beautiful and economically vibrant in the western hemisphere. Its Portuguese-speaking multiracial population of almost 200 million1 represents a growing and upwardly mobile consumer market. […]
Read more »Report: Saudi Arabia Most Risky of Emerging Economies
February 7th, 2012
Via Bloomberg, a report that a consultancy has selected Saudi Arabia as the most uncertain of the major global growth economies. As the article notes: “…Saudi Arabia, the world’s biggest crude exporter, has the most uncertain political environment of 15 major growth economies including China and Russia, according to the founder of risk-assessment consultants Maplecroft. […]
Read more »Latin American Economic Performance
February 6th, 2012
Courtesy of Emerging Markets Insight, an updated look at Latin American economic performance: Latin America continues to look strong as 2012 gets rolling. Brazil’s growth remains subdued, but stimulus efforts are beginning to have an effect, and Mexico continuing to spend heavily in the run-up to the July presidential elections. Meanwhile Peru and Colombia continue […]
Read more »Don’t Cry For Me: Argentina Clobbers ‘Big Oil’
February 6th, 2012
Via The Financial Times, a report on the Argentinian government’s decision to scrap an incentives plan to encourage big oil companies to produce and refine more. As the article notes: As usual, Argentina has a ready explanation. But the timing of the government’s decision to scrap an incentives plan to encourage big oil companies to […]
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.