BRICS To BROOMS
June 25th, 2013
Via Quartz, an interesting article on frontier markets: Despite being incredibly young, South Sudan’s position in a planned oil pipeline makes it a promising investment. As Jim O’Neill steps down as head of Goldman Sachs Asset Management, the world may be looking for a new acronym to succeed his infamous coinage of BRICS, which stands […]
Read more »Beware Africa’s “Middle Class”
June 22nd, 2013
Courtesy of The Harvard Business Review, an interesting commentary on Africa’s middle class: If you have considered investing in Africa, you have no doubt been influenced by frequent recent reports on the continent’s apparently large, burgeoning middle class. These rising Africans are said to be increasingly armed with the hard currency, and the taste, to […]
Read more »Beijing’s Plans For A Post-Karzai Kabul
June 22nd, 2013
Courtesy of Foreign Policy, some analysis of China’s role in Afghanistan post-2014: Hamid Karzai’s derailment of this week’s planned U.S. peace talks with the Taliban may have been a disappointment to Washington’s hopes of ending its longest war — but it disappointed Beijing, too. China welcomed the breakthrough in the Qatar process, and sees a […]
Read more »China and Central Asia: A Significant New Energy Nexus
June 17th, 2013
Via The European Financial Review, an in-depth look at China’s interest in Central Asian petroleum reserves: China now accounts for almost 20 percent of the world’s energy consumption and its demand is still growing at high speed. In order to keep up with the expanding industry China turns to Central Asia with ambitious gas line […]
Read more »Peering Into The North Korean Economy, Via Satellite
June 15th, 2013
Via the BBC, an interesting article on North Korea’s economy: Amid the current tensions between North and South Korea, much focus has been on their shared industrial zone, where economic output has ground to a halt. The furlough is said to have cost the cash-strapped North some $90m (£58m) in wages, and the South’s businesses […]
Read more »Sudan, South Sudan: A Pipeline Attack Amid Oil Talks
June 14th, 2013
Courtesy of STRATFOR (subscription required), analysis of a recent pipeline attack in South Sudan: The oil pipeline facility in Heglig, South Kordofan state, Sudan. Summary Sudanese army officials said June 13 that rebel groups operating in the contested Abyei region between Sudan and South Sudan attacked a pipeline June 12 and caused an explosion. Khartoum claims […]
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.