Archive for August, 2013

Peru Grows Uneasy As Boom Slows

Via the New York Times, a look at Peru’s slowing economy: From his office window, Henrik Kristensen, the chief executive of the company that runs Peru’s main port, can still look out at rows of newly arrived, shiny Kia automobiles from South Korea and shipping containers stacked four high, full of imported items like television […]

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Pakistan’s IP Gas Pipeline: A Road To Stability

Via Eurasia Review, an article on the Iran-Pakistan gas pipeline (IP) project: Pakistan is facing an acute energy crisis and there is a huge gap in demand and supply. Pakistan, being an energy deficient country, is hugely suffering both economically and socially. Since gas is the cheapest source of energy production therefore, Iran-Pakistan gas pipeline […]

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Avoiding Africa’s Resource Curse

Courtesy of Foreign Affairs (subscription required), a very interesting look at some ways Africa could avoid a “resource curse”: In October 2011, the U.S. Department of Justice filed a motion to seize a palatial cliff-top home in Malibu, California. The 16-acre property towers over its neighbors, with a palm-lined driveway leading to a plaster-and-tile mansion. […]

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Russia And Azerbaijan Outline Energy Cooperation

Courtesy of STRATFOR (subscription required), some analysis on Russia and Azerbaijan’s plans for energy cooperation: As the geopolitical dynamics in the Caucasus continue to shift, Russia and Azerbaijan have given indications of what their future energy cooperation will look like. Rovnag Abdullayev, the head of Azerbaijani state energy company SOCAR, said Aug. 19 that the […]

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Why Hasn’t Mongolia Developed Stronger Ties with Kazakhstan?

Via The Diplomat, an interesting report on Mongolia’s regional alliance strategy: Since 1990, Mongolia has pursued a multidirectional foreign policy, forging strong ties with such global players as the United States, European Union, Japan, South Korea and India. This so-called “third neighbor policy” has given Mongolia much greater reach than might be expected as a […]

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Kyrgyzstan: Future Economic Colony Of Russian Gazprom And China?

Via the Emerging Markets blog, an interesting report on Kyrgyzstan: The sale of Kyrgyzgaz company for a symbolic price of US $1 to Russian gas monopoly Gazprom OAO has been finalized and may represent a landmark of a new type of Russification of Kyrgyzstan. This new deal followed the one related to the military base […]

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WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.