Identifying Top Provincial Opportunities In China
July 25th, 2013
Via Emerging Markets Insights, an interesting look at China’s provincial opportunities: Companies are expanding beyond coastal provinces into inland central and west provinces to leverage low manufacturing costs and capture growing domestic markets. To be successful in geographical expansion, multinationals need to foresee the growth trajectory of provinces and regions in China to understand from […]
Read more »China’s Expanding Involvement in the Latin American Energy Sector
July 25th, 2013
Courtesy of STRATFOR (subscription required), analysis of China’s involvement in Latin America’s energy industry: Ecuadorian Vice President Jorge Glas announced July 6 that one of China’s state-owned oil companies, China National Petroleum Corp., will take a 30 percent stake in Ecuador’s $12.5 billion Refinery of the Pacific, which will have a refining capacity of 300,000 barrels per day. […]
Read more »Trouble in Emerging-Market Paradise
July 24th, 2013
Courtesy of Project Syndicate, an article examining the plight of the BRICS: During the last few years, a lot of hype has been heaped on the BRICS (Brazil, Russia, India, China, and South Africa). With their large populations and rapid growth, these countries, so the argument goes, will soon become some of the largest economies […]
Read more »Azerbaijan: When It Comes To Pipelines, It’s Not Personal, It’s Strictly Business
July 24th, 2013
Via Eurasia Review, an interesting commentary on the Nabucco pipeline failure: Just like the protagonist in the eponymous opera, the Nabucco pipeline, the one-time leading option for carrying natural gas from Azerbaijan to Europe, has been outmaneuvered and knocked from its preeminent perch. In the opera, Nabucco is a king of Babylon who is outwitted […]
Read more »Sudan, South Sudan: Outsiders Try Diplomacy to Prevent Oil Stoppage
July 23rd, 2013
Courtesy of STRATFOR (subscription required), a report on South Sudan South Sudan has been gradually decreasing its oil production over the last week in response to Sudan’s continued threats to shut down pipelines transporting South Sudanese oil over allegations that Juba supports rebel groups within Sudan. Negotiations between the two countries to prevent another complete […]
Read more »Ace Is The Place With The Afghan Hardware Man
July 19th, 2013
Via Emerging Markets Frontier blog, an article on Ace Hardware’s planned entry to Afghanistan: Growing uncertainty swirls around Afghanistan’s economic climate as the country inches closer to December 2014, when U.S. and international combat troops are expected to withdraw from an increasingly unpopular war. Many Afghans believe the end of the war also means the […]
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.