Afghanistan: Can Pomegranates Power The Economy?
December 5th, 2014
Via BBC, a report on Afghanistan’s economic prospects: As delegates gather in London for a conference on Afghanistan, the prospects for reducing the reliance on foreign aid are increasingly focused on two sectors of the economy: agriculture and hydrocarbons. Harvest time is coming to an end in the fruit orchards of Kandahar, a province now […]
Read more »Venezuela’s New Best Friend – Goldman Sachs
December 3rd, 2014
Courtesy of The Financial Times, an interesting report on Goldman Sachs’ recent involvement with Venezuela: Socialist Venezuela would never sell out its friends to Wall Street, right? Yet it appears that is exactly what Caracas wants to do. Pressed by the oil price collapse, rattled by fears of default, facing rising social tension as imports […]
Read more »The New Silk Road
December 1st, 2014
Via The Economist, a report on China’s efforts to develop the impoverished south-west part of it country into an economic hub: EVERY day hundreds of trucks rumble across the border between China and Laos, carrying wood, textiles and agricultural goods to China, and home appliances, small machinery and building materials back. The Laotian frontier town […]
Read more »Ukraine: Investing Where Others Fear To Tread
December 1st, 2014
Via The Economist, an interesting look at the controversial strategy of a bargain-hunting international bond trader: WHEN the second world war broke out, Sir John Templeton, one of the founding fathers of Franklin Templeton, a big asset manager, made a shrewd bet. Convinced that the best time to invest was “the point of maximum pessimism”, […]
Read more »Turkmenistan: A Real Energy Giant?
November 26th, 2014
Via Harvard University’s Belfer Center and? Rice University’s Baker Institute Center for Energy Studies, a very detailed look at Turkmenistan’s energy potential by Martha Brill Olcott, Ph.D. – Senior Associate, Russia and Eurasia Program, Carnegie Endowment for International Peace: I. Introduction Turkmenistan has enormous gas reserves, estimated at 13.4 trillion cubic meters (473.2 trillion cubic […]
Read more »China’s Growing Demand For Turkmenistan’s Gas
November 23rd, 2014
Via BBC, a report on China’s growing appetite for Turkmen natural gas: China is a country facing huge environmental challenges as it pursues economic growth. One of its aims is to reduce its dependence on coal and switch to alternative energy sources like gas. So at an energy conference in the Turkmen capital, Ashgabat, China […]
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.