Vietnam: The Next High-Growth Asian Story
May 22nd, 2012
Courtesy of FE TrustNet, a look at Vietnam: Vietnam is set to be the next south-east Asian economy to boom and could offer UK investors a long-term high-return investment, according to the managers of the Vietnam Holding investment trust. The country’s demographics are second to none, portfolio founder Juerg Vontobel says, and with only one-third […]
Read more »Myanmar: Economy Set To Boom
May 22nd, 2012
Via Two Circles, an article on Myanmar’s economic potential: Myanmar’s economy looks set for rapid expansion although concerns over inflation, infrastructure and political stability remain, according to an international report. The Economist Intelligence Unit (EIU), a leading resource for economic and business research, has predicted in its latest report on Myanmar this week that the […]
Read more »The Energy Wars Heat Up
May 21st, 2012
Via Tom’s Dispatch, a summary of a new book examining six recent clashes and Conflicts on a planet heading into energy overdrive: Conflict and intrigue over valuable energy supplies have been features of the international landscape for a long time. Major wars over oil have been fought every decade or so since World War I, […]
Read more »The Global Middle Class Is Bigger Than We Thought
May 21st, 2012
Via Foreign Policy, an interesting look at the global middle class: The swelling middle class in emerging economies is transforming the economic balance of power across the globe. Measuring it, however, is no easy task. There is no widely accepted definition of what constitutes the middle class, and the most common ways of measuring its […]
Read more »Colombia / US Free Trade Agreement
May 21st, 2012
Courtesy of The Financial Times, a look at the US Free Trade agreement with Colombia: The long-awaited US Free Trade Agreement is no longer over the horizon for Colombia: as of May 15 it became a fact of life and despite all the optimism coming from the authorities it remains a leap in the dark. […]
Read more »Ecopetrol: Bigger Than Petrobras?
May 21st, 2012
Via The Financial Times, an article on Colombia’s Ecopetrol: Ecopetrol, the Colombian national oil company with proven reserves of about 1.8bn barrels, has a bigger market capitalisation than Petrobras, the Brazilian giant with 18bn barrels of reserves and, potentially, multiples of that in its vast new pre-salt oil fields. That, at least, is what a […]
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.