Pakistan’s Economy Is On The Brink
May 4th, 2022
Courtesy of The Financial Times, an article on Pakistan’s increasingly fragile economy: Pakistan is in political and economic chaos. Its most populous province, Punjab, was without a government for almost a month because the governor, who was appointed by former prime minister Imran Khan, had refused to administer an oath to the newly elected chief […]
Read more »Emerging Markets Are the Next Comeback Nations
May 4th, 2022
Via Foreign Affairs, commentary on the potential for emerging markets in the near term: Early in the COVID-19 pandemic, I argued in an article for Foreign Affairs that in the 2010s, the United States had defied predictions of its imminent decline and instead risen to new heights as an economic superpower. This revival, I warned, was in its very mature […]
Read more »China Wants Its Investments in Afghanistan to Be Safer Than in Pakistan
May 3rd, 2022
Via Foreign Policy, a look at how Beijing could profit handsomely from Afghan resources and exports, but new ventures risk exposing Chinese nationals to violence: Kabul is awash with Chinese businessmen. Walk out of Kabul International Airport, and you are greeted by a big billboard advertising Chinatown, a housing and business compound in the city that […]
Read more »Russia’s Resource Grab in Ukraine
April 29th, 2022
Via Foreign Policy, a report on how Ukraine’s extraordinary riches in energy, minerals, and agriculture are a prize for the Kremlin: Russia’s motives for invading Ukraine vary from security fears to revisionist historical claims that a Ukrainian national identity does not exist. Energy security also looms large—in particular, Russian President Vladimir Putin’s determination to ensure the […]
Read more »Bad Business Climate in Russia a Boon for Kazakhstan
April 27th, 2022
Via The Diplomat, a report on how Kazakhstan stands to benefit as Russian companies look to move out of Russia in order to trade globally again: The COVID-19 pandemic broke supply chains and mangled logistics the world over. The war in Ukraine, sanctions on Russia, and rising anti-Russian sentiments have added a new layer of […]
Read more »Marathon Petroleum Snaps Up Ecuador’s Oil After Russian Sanctions
April 25th, 2022
Via Boomberg, a report on Marathon’s purchase of Ecuadorian oil to make up for Russian crude: Marathon Petroleum Corp., previously the largest U.S. buyer of Russian oil, just beefed up supplies of Ecuadorian crude after sanctions cut off its supplies from Moscow. The Findlay, Ohio-based fuelmaker offered a 75-cent premium over the price marker for […]
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.