Broken BRICs?
November 26th, 2012
Via Foreign Affairs (subscription required), an interesting look at the BRIC countries: Over the past several years, the most talked-about trend in the global economy has been the so-called rise of the rest, which saw the economies of many developing countries swiftly converging with those of their more developed peers. The primary engines behind this […]
Read more »BRICS+ = Better Global Growth
November 25th, 2012
Via BusinessInsider, an article on Jim O’Neill’s, Chairman of Goldman Sachs Asset Management, 2013 and 2014 global economic outlook: Goldman Sachs Asset Management O’Neill also discusses a lot of the big global themes, hitting on a lot of the same points which we touched in our recent outlook piece. On the US, he’s fairly optimistic […]
Read more »Africa Rising
November 24th, 2012
Via Time Magazine, a look at sub-Saharan Africa’s growth: the second fastest growing regional economy in the world: Boniface Mwangi’s first camera was an old Japanese film model, bought with $220 borrowed from a friend. He’d been selling books at his mother’s roadside stall in Nairobi since he was 15. Then one day in 2003 […]
Read more »Central Asia’s Railroad Ambitions
November 23rd, 2012
Courtesy of STRATFOR (subscription required), an interesting article on potential Central Asian railway development: A train passes the Tian Shan mountains in China’s far western Xinjiang region By the end of 2012, most of the pieces could be in place for an agreement on building a railway linking China to southern Central Asia along the […]
Read more »Somalia: Avoiding Business As Usual
November 22nd, 2012
Via The Economist, a report on Somalia: A SOOTY new shadow has been cast over Somalia’s port city of Kismayo since the militias of the violent Islamist movement, the Shabab, were chased out two months ago. Piled up all over the quay and at the entrances to the city, which is the economic hub of […]
Read more »Perils of Petrobras
November 22nd, 2012
Courtesy of The Economist, a look at Petrobras’ efforts to get back on track: BRAZIL’S discovery of oodles of offshore oil in 2007 felt like a transformative moment. For Petrobras, the state-controlled oil company, it raised the prospect of pumping 5m barrels a day by 2020, up from around 2m—meaning a windfall for the government […]
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.