The Dragon Drills…
July 28th, 2012
Courtesy of The Economist, a look at China’s recent acquisition of a Canadian energy firm: WHEN Barack Obama put on hold plans for an oil pipeline from Canada to the United States, Canada’s prime minister said perhaps it was time to turn to Asia. This week further evidence emerged that if America isn’t interested in […]
Read more »Burma: Open for Business?
July 26th, 2012
Via The Dipomat, a look at the hurdles investors must consider when entering Burma: There have been significant political changes in Burma over the past year and a half. Aung San Suu Kyi is a member of parliament, protests and unions have become legal and press freedoms have substantially increased. Following the partial lifting of […]
Read more »Is India’s Consumption Boom Over?
July 22nd, 2012
Via CapitalMind, some commentary on India’s consumption patterns: Things are changing, ever so slightly. The story of the last 10 years has been that of an incredibly shining India and much of that shine has had to do with factors that aren’t Indian. But the result has been a rapid increase in consumption that has […]
Read more »A Look at the BRICS Part I: Brazil’s Woes
July 22nd, 2012
Via ValueWalk, a look at the BRICs, beginning with Brazil: The BRIC countries (Brazil, Russia, India and China) have been touted as the world’s driving forces in economic growth and development for the next 2-3 decades. However, recent economic challenges are putting question marks on the promise upon which, many have placed their hopes. The […]
Read more »Africa’s Wealth: Devoured By Tyrants And Vultures?
July 22nd, 2012
Via The Guardian, a look at how plunder and corruption have condemned the citizens of the Democratic Republic of Congo to a miserly existence when they should be living in one of the world’s richest countries: A surprise judgment was made last week against a vulture fund, FG Hemisphere, striking down its claim for $100m […]
Read more »China’s Pipe Dream Turns Into a Public Relations Nightmare
July 22nd, 2012
Via Energy Tribune, an article on China’s oil & gas pipeline project in Myanmar: China’s oil and gas pipeline in Myanmar is making progress and projected for completion by mid 2013. Yet all is not well for the Middle Kingdom with its long-time ally Myanmar. Despite spending billions on the pipeline and trying to appease […]
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.