Indonesia’s Consumer Power
August 6th, 2012
Courtesy of The Financial Times, a report on Indonesia: Is there no stopping the Indonesian consumer? Second quarter GDP figures out on Monday showed the economy growing 6.4 per cent year on year, up from 6.3 per cent in the previous quarter and a healthy chunk more than the Bloomberg consensus of 6.1 per cent. […]
Read more »Multinationals Reevaluating Growth Targets in Latin America
August 6th, 2012
Via Emerging Markets Insight, a look at South America: Weaker regional growth in the first half of the year has driven multinationals to reevaluate their growth targets for 2012 as Argentina’s business landscape grows increasingly unnerving, Brazil’s economy slows, and devaluation risks in Venezuela swell as President Chavez drives up fiscal spending as part of […]
Read more »The Sudans Miss Agreement Deadline, But An Interim Oil Deal Likely
August 3rd, 2012
Courtesy of Foreign Policy, an article on the petroleum politics between Sudan and South Sudan. As the report notes: Although today’s African Union (AU)-U.N. deadline for reconciliation between Sudan and South Sudan has come and gone without a resolution, the Security Council is unlikely to follow through on its threatened targeted sanctions for now (China […]
Read more »When Russia Joined The Kurdistan Oil Rush…
August 3rd, 2012
Courtesy of Oil & Glory, a look at Russia’s interest in Kurdistan: After four unanswered triumphs by autonomy-minded Kurdistan, the ball is firmly in Baghdad’s court — it must craft a response to growing defiance by the world’s biggest oil companies, which have been signing exploration deals with the northern region. Baghdad claims the right […]
Read more »OilCo. Nation: Will Oil Companies Provide Kurdistan Its De Facto Statehood?
July 31st, 2012
Courtesy of Foreign Policy’s Oil & Glory blog, an interesting commentary on the lure of Kurdistan for foreign oil companies: Less than a year after the departure of U.S. troops from Iraq, Baghdad is losing a primary lever over independent-minded Kurdistan — its grip on the northern region’s revenue-earning oil industry. Kurdistan’s secret weapon? Foreign […]
Read more »South Africa: Built like a BRIC, Or The New Frontier …And OnThe Fear of Becoming Colombia
July 31st, 2012
Two interesting articles on South Africa – one with a bit more of a hard-hitting “realist” examination, but both sure to provide some fodder for thought. First, via The Financial Post: There was plenty of grumbling among economists when South Africa last April gained entry into the BRIC club. The four-nation group — Brazil, Russia, […]
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.