Profits In War Time
September 22nd, 2014
Courtesy of The Economist, an interesting article on the war and uncertainty’s impact on profits: ISLAMIC STATE may be a geopolitical threat, but it has not yet posed much of a danger to business. A day’s drive from the fighting, in Kurdish-run Iraq, three Western oil firms, Genel Energy, DNO and Gulf Keystone, continue to […]
Read more »Venezuela: The World’s Worst Managed Economy?
September 22nd, 2014
Courtesy of The Economist, a look at Venezuela’s worsening economy: A BIG oil producer unable to pay its bills during a protracted oil-price boom is a rare beast. Thanks to colossal economic mismanagement, that is exactly what Venezuela, the world’s tenth-largest oil exporter, has become. At the end of the second quarter Venezuela’s trade-related bills […]
Read more »Mozambique’s Moment
September 19th, 2014
Via Foreign Policy, a look at Mozambique: On Sept. 5, the leader of Mozambique’s Renamo opposition party came out of hiding to sign a peace deal with the ruling party, Frelimo. The agreement will bring an end to the 2-year-long conflict that began when the Renamo party — driven by its desire to have a […]
Read more »Peru’s Economy: A Rocky Road To Recovery?
September 16th, 2014
Courtesy of the Financial Times, a report on Peru’s economy: In less than 24 hours Peru’s economy – once feted as Latin America’s star and now struggling with a slowdown – suffered two blows. First, on Sunday evening, the surprising loss of its respected finance minister, Luis Miguel Castilla. Then, on Monday morning, the announcement […]
Read more »Iran Shares Cast A Spell
September 15th, 2014
Courtesy of The Financial Times, a look at the Tehran Stock Exchange: The best performing stock market in the world in 2013 was up 130 per cent last year*. The country it serves has a population of nearly 80m, some 40 per cent of whom are under the age of 24. It has one of […]
Read more »A Look At The U.S. Embargo On Cuba
September 15th, 2014
Via Bloomberg, some commentary on the US embargo of Cuba: U.S. policies toward Cuba are anachronistic and perplexing. The embargo is a Cold War relic that has long ago stopped serving its intended purpose. It was adopted after the now-defunct Soviet Union tried to establish nuclear bases on the island, bringing the two superpowers to […]
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.