Don’t Be Fooled By Libya: This Is A Failed State – OpEd
October 11th, 2013
Via Oil Price.com, an OpEd on Libya: Gunmen today seized Libyan Prime Minister Ali Zeidan from a hotel in central Tripoli, releasing him shortly afterwards, but making it clear that post-Gaddafi Libya is a failed state and that the government is incapable of taking full control over its oilfields and export terminals. While the markets […]
Read more »Looking For Value In Unconventional Places
October 10th, 2013
Courtesy of Emerging Frontiers, a look at an international value investor focused on emerging markets: Chris Mayer is an international value investor with decades of experience under his belt as a corporate banker. Seeking riches among the ruins, Chris has traveled the world in search of value, often in under-appreciated sectors. Below is an excerpt […]
Read more »Emerging Markets
October 10th, 2013
Via Hedge Fund blog, an interesting review of emerging market opportunities: When China and India become the world’s biggest economies AGAIN so what? If you examine the last 20 centuries, USA was largest for 1, UK for 1 and China or India for the previous 18. Other things being equal, the most populated nations will […]
Read more »Is North Korea About to Go Capitalist?
October 10th, 2013
Via the Petersen Institute for International Economics, an interesting commentary on North Korea: Everywhere I went in Tokyo last week, Japanese officials asked me about a story that appeared in Dong-A Ilbo titled “N. Korea`s new economic system could reduce state control.” The article claims that planned reforms will turn the country off the socialist […]
Read more »Sudanese Oil: The Key To Peace And Growth
October 10th, 2013
Via Eurasia Review, an interesting look at Sudan and its oil potential: Amidst the difficulties inherent to any transition of sovereignty involving the relinquishing of economically relevant territory, the leaders of the Republic of Sudan are showing investors and the international community that permanent peace and cooperation between the two Sudans is not only possible, […]
Read more »How Iran Plays the Oil Game … and Wins
October 7th, 2013
Via OilPrice.com, an interesting article on Iran’s oil strategy: Instability in Libya and other parts of North Africa may be giving international investors the jitters. In August, U.S. energy explorer Apache Corp. said it had enough of the political upheaval in Egypt and sold its assets there to its Chinese counterpart, Sinopec. In neighboring Libya, […]
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.