North Korea’s Growing Trade Dependency on China: Mixed Strategic Implications
June 17th, 2012
Via The Council on Foreign Relations, a report on the complex relationship between China and North Korea: North Korean workers nap on piles of fertilizer shipped from China on the banks of Yalu River near the North Korean town of Sinuiju (Jacky Chen/courtesy Reuters) North Korea’s trade dependency on China has skyrocketed in the past […]
Read more »Venezuela: Oil King?
June 17th, 2012
Via Foreign Policy’s Oil & Glory blog, an interesting comment on Venezuela’s position in OPEC: Is Saudi Arabia’s mere possession of much oil the central reason it is the most pivotal energy player on the planet? Observed through the prism of Venezuela, the answer is no. BP’s 2012 Statistical Review of World Energy, the bible […]
Read more »Coke To Enter Myanmar For First Time In 60 Years
June 16th, 2012
Via The Huffington Post, a report on Coke’s return to Myanmar: The Coca-Cola Co. plans to start selling its drinks in Myanmar for the first time in 60 years, following the U.S. government’s decision to suspend investment sanctions on the country for its democratic reforms. Myanmar is one of three countries where Coca-Cola doesn’t do […]
Read more »Frontier Markets: The New Emerging Markets?
June 13th, 2012
Via Investment Europe, an interesting article on how frontier markets rather than emerging markets may be the most dynamic and fastest growing economies in the years ahead. As the report notes: Investors should look to frontier markets rather than emerging markets to access the most dynamic and fastest growing economies and secular growth drivers, says […]
Read more »TAPI pipeline: Bigger May Not Be Better
June 13th, 2012
Courtesy of Foreign Policy, an article on the TAPI pipeline initiative: Last month saw a major step forward for the proposed TAPI natural gas pipeline. Regarded as a perennial pipe dream by many energy analysts, many critics of the Turkmenistan-Afghanistan-Pakistan-India project were silenced by the signing of a gas sales and purchase agreement between Turkmengaz, […]
Read more »China May Fund Cambodia-Vietnam Rail
June 13th, 2012
Via the Phnom Phenh Post, a report that China may fund a Cambodia-Vietnam rail line. As the article notes: Cambodia was in discussions with the Chinese government on funding for a 250-kilometre stretch of rail line between Phnom Penh and Vietnam, in what Cambodian officials yesterday called a move away from a “complicated” Asian Development […]
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.