China’s New Silk Road: Getting Muddy
January 14th, 2017
Via the Chicago Tribune, commentary on China’s OBOR initiative: With the future of U.S.-China relations an open question for the incoming Donald Trump administration, many have focused on whether the president-elect’s promise to withdraw from negotiations over the Trans-Pacific Partnership (TPP) will enhance Beijing’s growing influence in East Asia. But rather than hand-wringing over TPP’s […]
Read more »Emerging Markets In 2017
January 4th, 2017
Via Threadneedle Investments, commentary on emerging markets in 2017: After combing through a year’s worth of charts on emerging markets, we think these are the top three you should pay attention to. You know the old saying, “A picture is worth a thousand words.” Well that saying certainly holds true for understanding investment opportunities. So […]
Read more »Saving Private Enterprise In Afghanistan
January 2nd, 2017
Via The New York Times, commentary on Afghanistan’s private sector: In early December Afghan fashion found a place in the Middle Eastern edition of Vogue magazine, lithe models posed in colorful, high-end gowns and accessories made by craftsmen from Afghanistan. The couture in Vogue’s pages was also featured in a United States-sponsored exhibition I visited here in […]
Read more »China’s Belt and Road Initiative: Promoting Connectivity, Development Along Ancient Route
January 2nd, 2017
Via China Daily, an overview of China’s One Belt and Road plan: More than three years ago, Chinese President Xi Jinping proposed to build the Silk Road Economic Belt and the 21st-Century Maritime Silk Road. Looking back at 2016, the Belt and Road Initiative has gained fruitful early achievements, promoting connectivity and opening up possibilities […]
Read more »Can Kish Become Iran’s Answer To Dubai?
January 2nd, 2017
Via The Iran Project, an interesting look at the potential of Kish island in Iran: Iranian investors are pouring money into Kish island in the Persian Gulf, hoping its white sand beaches, coral reefs and more relaxed Islamic rules, could make it a major tourism destination. From the pristine beaches of Kish, it is only […]
Read more »Libyan Oil: A Bittersweet Return?
December 24th, 2016
Via the Foreign Policy Association, a look at the impact of Libyan oil re-entering the global market: After a series of skirmishes, frantic deal making now looks to have brought about the surprise return to force of Libya in the oil export market. However Libyan oil coming back online could jeopardize a fragile production cut […]
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.