The End Of Africa’s Resource Curse
January 14th, 2015
Via The Economist, an interesting look at Africa’s economic growth: FOR decades commodity prices have shaped Africa’s economic growth. The continent is home to a third of the planet’s mineral reserves, a tenth of the oil and it produces two-thirds of the diamonds. Little wonder then that, as a rule, when prices for natural resources […]
Read more »The ISIS Economy
January 9th, 2015
Courtesy of The Financial Times, an interesting look at the ISIS “economy” where signs of discontent are evident across the ‘caliphate’ as people tire of its taxes, price caps and shoddy services: A militant holds up a knife as he rides through Tabqa, Raqqa province, after a nearby air base was seized last year. Isis […]
Read more »Russians And Chinese Are Rushing Into North Korea, But Not Americans
January 7th, 2015
From the unofficial Jim Rogers blog, some interesting comments on North Korea attributed to the legendary investor: FM: I thought North Korea was still a closed society. Are they making reforms? Jim Rogers : The problem is that everyone is looking to American propaganda. [Kim Jong-un] has been there less than three years, he grew […]
Read more »Mexico’s Energy Industry Gushes With Investment Opportunity
January 1st, 2015
Courtesy of The Financial Times, a look at Mexico’s hydrocarbons sector: Mexico’s government recently passed reforms repealing important limitations on oil and gas ownership introduced in 1938.While these reforms will reshape Mexico’s energy industry over the next few years, they will also bring about investment opportunities in the energy industry throughout the rest of Latin […]
Read more »Energy-Rich Turkmenistan Devalues Currency Against Dollar
January 1st, 2015
Via Business Insider, a report on Turkmenistan’s currency woes: A view of Turkmenistan’s capital Ashgabad. The energy-rich former Soviet republic has devalued its currency against the US dollar by 18 percent The energy-rich former Soviet republic of Turkmenistan devalued its currency against the US dollar by 18 percent Thursday, in the latest sign of contagion […]
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.