Portrait Of A Frontier Investor
October 30th, 2013
Courtesy of the Financial Times, an interesting look at Schulze Global Investments, a frontier market investment fund: Pioneer fund: Gabriel Schulze is upbeat about Ethiopia No sooner had US investor Gabriel Schulze moved to China to gain a foothold in the world’s most promising untapped markets eight years ago than he realised he was already […]
Read more »South Sudan Hopes To Attract New Oil Investment
October 30th, 2013
Via STRATFOR (subscription required), an interesting update on South Sudan: Oil workers at the Thar Jath field in Unity state, South Sudan. Summary The South Sudanese Energy Ministry’s Oct. 29 announcement that it will auction off a number of oil concessions by the end of 2013 illustrates the country’s need to attract foreign oil companies […]
Read more »China’s Venezuela Exposure
October 29th, 2013
Via The Dipomat, a report on China’s engagement with Venezuela: The visit of Venezuelan President Nicolás Maduro to China last month was, on the face of it, a cause for quite a bit of relief for Beijing. After all, strong Beijing ally Hugo Chavez had only passed away in March, and there was some concern […]
Read more »Kazakhstan’s Energy Sector
October 29th, 2013
Via Eurasia Review, a detailed review of Kazakhstan’s energy sector: Kazakhstan is a major oil producer, and estimated total liquids production was 1.64 million barrels per day (bbl/d) in 2013. The key to its continued growth in liquids production from this level will be the development of its giant Tengiz, Karachaganak, and Kashagan fields. Development […]
Read more »Investment Opportunities In Cameroon
October 29th, 2013
Via Ventures Africa, a look at Cameroon: Things have continued to improve in Cameroon since the global recession in 2009 hampered its already delicate economy. The central African country endured a near-decade recession, which started in 1987 and ended in 1994. Real GDP per capital declined by more than 40 percent from $1,115 in 1987 […]
Read more »Mongolia, China: An Encouraging Signs for Investors
October 29th, 2013
Courtesy of STRATFOR (subscription required), a report on Mongolia’s changing attitude towards Chinese investment: Mongolian Prime Minister Norovyn Altankhuyag (L) greets Chinese President Xi Jinping in Beijing on Oct. 25. Summary On Oct. 26, less than a month after Mongolia’s parliament voted to scrap a foreign investment law designed to prevent Chinese state-owned enterprises from […]
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.