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 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 »Pyongyang Glitters, But Rest of North Korea Still Dark
April 28th, 2013
Via Time magazine, an interesting look at North Korea: The heart of this city, once famous for its Dickensian darkness, now pulsates with neon. Glossy construction downtown has altered the Pyongyang skyline. Inside supermarkets where shopgirls wear French designer labels, people with money can buy Italian wine, Swiss chocolates, kiwifruit imported from New Zealand and […]
Read more »Silicon Kush
April 25th, 2013
Via Inc., an interesting article on how bill-payment kiosks are transforming consumers’ economic lives in Central Asia: On our first morning in Dushanbe, the Tajik police stop our car. We had been driving less than three minutes before hearing the siren squawk. Behind us, a police officer emerges from his compact Soviet-era Lada wearing a […]
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.