Turning Crisis To Opportunity In Mongolia
March 31st, 2014
Via Diplomatic Courier, an interesting look at the state of Mongolia’s economy and investment opportunities therein: The Mongolian economy, not long ago the darling of the global investment community, has hit another rough patch—with a bank collapse, slumping commodity exports, a devaluing currency, and a sharp slide in government bond prices all conspiring to produce […]
Read more »Powering Myanmar: FDI, Geopolitics and the Appetite for Risk
March 27th, 2014
Via Breaking Energy, a report on investment in Myanmar: While residents of Myanmar protest over electricity – sometimes on pricing, other times on access and most recently on environmental concerns and Chinese involvement – foreign investors are watching Myanmar’s opening economy with hungry eyes. It’s a country with a huge population, low electrification rates and […]
Read more »Can Iranian Gas Help Solve India’s Energy Crisis?
March 27th, 2014
Via Foreign Policy, a look at the potential role Iranian gas supplies may play in alleviating India’s energy crisis: On July 31, 2012, India experienced the worst electricity blackout in history, as three of the country’s five power grids failed. People traveling on metro systems and railways were stuck for hours, without a hint of […]
Read more »The Democratic Republic of the Congo’s Mineral Wealth
March 27th, 2014
Courtesy of STRATFOR (subscription required), an interesting look at the DRC’s mineral wealth: For years, the Congo’s vast, insecure and mineral-rich geography has attracted the interests of its central and southern neighbors. The government is seated more than 1,600 kilometers (1,000 miles) from the eastern and southern provinces that contain extensive mineral deposits and potential […]
Read more »Venezuela’s New Economic Tool
March 26th, 2014
Courtesy of STRATFOR (subscription required), a detailed look at Venezuela’s new foreign exchange tool implemented on 24 March – the Sicad II: The new foreign exchange mechanism implemented by the Venezuelan government March 24 probably will relieve some of the demand for foreign currency, but it is only a short-term solution. The new mechanism, referred […]
Read more »Iran-Pakistan Pipeline: Is There Scope For Hope?
March 25th, 2014
Via Eurasia Review, a look at the proposed Iran-Pakistan oil pipeline: The stalled Iran-Pakistan (IP) gas pipeline is symptomatic of the reshuffle in the bilateral relations between India and Iran and Saudi Arabia and Pakistan. As Iran shifts its focus towards India, Saudi Arabia has channelled its efforts towards strengthening ties with Pakistan. The fate […]
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.