Big Changes In Azerbaijan In 2016
November 10th, 2015
Via Frontier Strategy Group, an interesting look at Azerbaijan: The low energy prices ravaging the economies of Russia and Kazakhstan will now start to have a tangible effect on the Azerbaijan market. After years of strong growth, averaging 11 percent YOY in the 2000 to 2014 period, we are forecasting Azerbaijan’s economy to contract by […]
Read more »Mozambique: Natural Gas Potential Will Lead To Political Compromise
November 8th, 2015
Courtesy of STRATFOR (subscription required), a detailed analysis of the impact of Mozambique’s natural gas potential upon its political situation: The balance of economic power in Mozambique has undergone a major change, rekindling dissatisfaction with the country’s entrenched ruling elite. The change means the East African country’s longtime ruling party will have to make political […]
Read more »Investing In Iran: Challenges
November 5th, 2015
Courtesy of the Financial Times, an interesting article on Iran: A great deal has been written about the opportunities waiting for both strategic and portfolio investors in post-sanctions Iran. There is no denying that the country of almost 80m people, holder of the world’s third largest reserves of oil and its second largest reserves of […]
Read more »Paraguay: South America’s Economic Bright Spot
November 3rd, 2015
Courtesy of STRATFOR (subscription required), a detailed look at Paraguay: The downturn in global commodity prices has hit Latin America hard. Although Brazil and Venezuela are the most notable cases, several countries in the region are experiencing major economic slowdowns or even contractions. Paraguay, however, has managed to buck this trend and become a hotspot for […]
Read more »With Sanctions Lifting, What’s In Store For Iran’s Economy?
October 29th, 2015
Via Knowledge at Wharton, a report on Iran’s economic potential: Following the landmark nuclear deal with Iran, plans for the lifting of economic sanctions are moving forward with “Implementation Day” planned as soon as late 2015 or early 2016. Not only is this move important for the United States for geopolitical reasons, observers say, but […]
Read more »Azerbaijan After The Iran Deal
October 28th, 2015
Via the Journal for Energy Security, an interesting look at Azerbaijan: As the Iran deal reshuffles the cards on the table, making ex foes potential partners and creating new commercial and political rivalries, states need to rethink their economic and political strategies. The agreement opens the door to opportunities for old and new partners, who […]
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.