Indian Ocean Ports: A New Bay Dawning?
May 9th, 2013
Courtesy of The Economist, a report on how harbors on the eastern lobe of the Indian Ocean could transform the economic geography of Asia: UNDER British colonial rule Sittwe, or Akyab as it was then called, was one of the busiest ports in Burma, or Myanmar as it is now called. Burma was the world’s […]
Read more »Gazprom Takes A Fall
May 9th, 2013
Via Foreign Policy, an interesting article on Gazprom: After years as Eurasia’s energy bully, Russia’s state-controlled natural gas monopoly, Gazprom, is getting a taste of its own medicine. Even as Gazprom seeks to build the tallest skyscraper in Europe as its new headquarters in St. Petersburg, pressure from Russia’s neighbors led to a 15 percent […]
Read more »ONGC’s $5 Billion Kazakhstan Oil Deal May Fall Through
May 3rd, 2013
Via NDTV, a look at the status of India’s bid to acquire a large stake in the Kashagam oil field: Oil and Natural Gas Corp’s (ONGC) $5 billion deal to acquire US energy giant ConocoPhillips’ stake in a Kazakhstan oil field is likely to fall through as India hasn’t been able to convince the Central […]
Read more »Building The Economy Of Post-Qaddafi Libya
May 3rd, 2013
Courtesy of Ventures Africa, some thoughts on Libya: Libya has never been a country with a good reputation, and with all of the bad news about terrorism, chaos and disorder that has appeared since the fall of Qaddafi, it’s hard to believe that things are getting better. But with parliamentary elections later this year and […]
Read more »In Search of the “African Middle Class”
May 3rd, 2013
Via Africa Is A Country, a look at Africa’s middle class: “Africa Rising” stories have become old news in English-speaking media, so much so that Africa is a Country called them a meme not long ago. But only a few have run in French news outlets, and one such op-ed [fr] recently made it to […]
Read more »In Frontier Markets, Invest For The Long (And Longer) Term
May 3rd, 2013
Via HBR, an interesting commentary on frontier markets: Earlier this year, I received some lessons on what wins in frontier markets from former Coca Cola CEO Neville Isdell. “Young markets need a long investment horizon,” Neville told me. “U.S. companies, in general, don’t have the long-term view that they need. If a U.S. CEO says […]
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.