New Seven Sisters and State Owned Entities: Seeing Slower Growth
March 9th, 2012
Via Bloomberg, a report that state-owned entities in many BRIC countries are seeing slower growth as shareholder value is sidelined by other priorities. As the article notes: Investors in the biggest state- controlled companies are being punished with the lowest valuations in six years by emerging-market leaders putting public services ahead of shareholder profits as […]
Read more »Africa: No Major Changes In Forecast
March 9th, 2012
Via Emerging Markets Insights, a look at African economic growth rates in the past month and a likely forecast ahead: Relatively high commodity prices are supporting government spending plans for most oil and gas exporters in the Middle East and Africa. If rising tensions involving Iran and Israel turns into a conflict, then commodities prices […]
Read more »Pakistan: Left Behind
March 1st, 2012
Via The Financial Times, a look at Pakistan’s economic under-performance: Last month, Pakistan celebrated the launch of a new railway service between Karachi, the commercial capital, and Lahore, near the border with India. Crammed with flatscreen televisions and attentive stewards, the Pak Business Express, run under a public-private partnership, completed its inaugural 1,200km voyage 10 […]
Read more »44% Of Global Oil Production Taking Place In Countries With A ‘High Risk’ Of Resource Nationalism
March 1st, 2012
Via Maplecroft, a look at the risks of resource nationalism in many of the world’s most important hydrocarbon producers: At a time when the cost of oil is spiking again, due mainly to the interruption of supplies to Western countries from Iran, a new Maplecroft report reveals that further risks to global energy prices are […]
Read more »The End Of Cheap China: Vietnam, Burma/Myanmar, Globalization, And The Next Big Thing
March 1st, 2012
Via The China Law Blog, an interesting commentary on the impact of rising wages in China: One of the things that I love about my job is hearing about the next big thing. Most next big things never actually become a big thing, but the fun is in the sorting. It seems that any time […]
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.