Venezuela: Running On Empty
August 30th, 2016
Courtesy of Foreign Affairs (subscription required), a very interesting look at Venezuela and how the state ruined its national oil company in its Sept/Oct 2016 issue: Venezuela is in the throes of its most tumultuous political and economic period in decades. The collapse of global energy prices has wreaked havoc on the country’s economy. Estimates […]
Read more »Ethiopia vs. Kenya: A Modern-Day War of the Roses
August 28th, 2016
Via Bloomberg, a look at how a $10 million investment in Ethiopia blossomed into an upstart rival to Kenya for control of Europe’s flower trade: In a giant warehouse near Lake Ziway in central Ethiopia, hundreds of women in aprons work at yellow workbenches under the flags of Dutch soccer clubs PSV Eindhoven and Feyenoord, […]
Read more »Iraq Attracting Deal Scouting Executives
August 20th, 2016
Courtesy of the Wall Street Journal, an interesting look at growing investment interest in Iraq: For years, Iraq has careened from crisis to crisis. Now, some foreign companies see opportunity as the turmoil appears to be subsiding. After disruptive anti-corruption protests earlier this year, a degree of stability has returned to parliament. Weak oil prices […]
Read more »Investing In A Possible Colombian Peace Deal
August 19th, 2016
Courtesy of STRATFOR (subscription required), a look at how resolving the decades-long conflict with the Revolutionary Armed Forces of Colombia (FARC) will provide Colombia with more investment opportunities in the future: Forecast Resolving the decadeslong conflict with the Revolutionary Armed Forces of Colombia (FARC) will provide Colombia with more investment opportunities. But investment, especially in […]
Read more »One Belt/One Road: China’s Marshall Plan?
August 16th, 2016
Via Blooomberg, a summary look at China’s OBOR initiative: China’s ambition to revive an ancient trading route stretching from Asia to Europe could leave an economic legacy bigger than the Marshall Plan or the European Union’s enlargement, according to a new analysis. Dubbed ‘One Belt, One Road,’ the plan to build rail, highways and ports […]
Read more »Xinjiang Trade Raises Doubts Over China’s “Belt and Road” Plan
August 10th, 2016
Via the Financial Times, a look at Xinjiang trade figures and how they may relate to China’s One Belt/One Road future: The vast Chinese northwestern frontier region of Xinjiang may serve as a useful early indicator of how Beijing’s much-touted “Belt and Road Initiative” (BRI) is supposed to work – and how successful it may […]
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.