Laos Economy Is Set For Boom Years
July 8th, 2013
Via the International Business Times, a report on how Laos’ economy is set for boom years ahead as increased infrastructure helps expand trade and tourism: Laos, the third poorest country in Southeast Asia after Myanmar and Cambodia, is intent on catching up with its wealthier neighbors as infrastructure develops in the region, facilitating trade with […]
Read more »North Africa: Investing Post-Arab Spring
July 6th, 2013
Via Ventures Africa, an article on investing in North Africa: It is time to invest in North Africa. Or that is the vibe emanating from Islamic finance circles. Speculative western investors generally fail in comparison to their sharia-compliant counterparts. Or, better put, North Africans better appreciate the emphasis placed on virtue and risk sharing. Yet […]
Read more »Mongolian Investor Heads For North Korea
July 4th, 2013
Via Business News Europe, an interesting article on a new venture aimed at North Korea: A small yet bold Mongolian firm is preparing to launch a new oil enterprise in North Korea. It’s an unlikely pairing, but the firm is betting it has the key ingredients to make such an unlikely gamble pay. As Mongolia […]
Read more »Kazakhstan’s Energy Woes
July 4th, 2013
Courtesy of STRATFOR (subscription required), a report on Kazakhstan: The Bolashak oil plant on the Kashagan offshore oil field June 30. (LEON NEAL/AFP/Getty Images) Summary Kazakhstan is struggling with stagnant oil and natural gas production and flagging energy revenues, and in response it plans to turn to outside patrons to help exploit its energy reserves. […]
Read more »‘There’s No Such Thing as a Failed State’
July 2nd, 2013
Courtesy of Foreign Policy, a look at one investor’s take on failed states: Mark Mobius is the kind of guru to whom other gurus turn for advice. With his signature white suits and gleaming, clean-shaven pate, he very much looks the part too. Executive chairman of Templeton Emerging Markets Group, managing some $45 billion and […]
Read more »The Geopolitics Of China’s New Energy Route
July 2nd, 2013
Via Global Policy, an interesting commentary on China’s new energy route via Myanmar: China’s state-run China National Petroleum Corporation (CNPC) completed construction of a natural gas pipeline from Myanmar to China on 28 May 2013 and is close to finishing an oil pipeline. The pipeline will start delivering gas from Myanmar’s west coast in the […]
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.