Myanmar Inc.: Opening Soon
March 1st, 2012
Courtesy of The Economist, a report on Myanmar: “IT DOESN’T happen every day that a country of 60m people in the most dynamic region of the world is suddenly open for business,” argues Hans Vriens, a consultant in Singapore. He is describing the prospects in Myanmar, as the once isolated country moves from a military […]
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.