Iran Discovers Two New Oil Fields
January 5th, 2012
Via the Fars New Service, a report that the National Iranian Oil Company (NIOC) has discovered two new oil fields. As the article notes: “We will release the detailed information of these two new oil fields by the end of the current (Iranian) year (ending March 20),” Mohaddes told reporters in Tehran on Wednesday. He […]
Read more »EGShares Emerging Markets Consumer ETF
January 1st, 2012
An interesting new ETF out that is built around the philosophy that emerging market consumers do most of their business with familiar local or regional brands, and tend to have less affinity for developed world brands. ECON is designed to provide organic exposure to these consumers; almost all of the revenues of the underlying companies […]
Read more »China and Oil-backed Loans in Angola
January 1st, 2012
Via China In Africa, an interesting look at China’s oil-backed loans in Angola: The story of China in Angola has been told so often, and almost always those telling the story neglect the larger context of how Chinese banks fit into a pre-existing system whereby Angolans financed so much of their government spending for so […]
Read more »Oil Interests Push China Into Sudanese Mire
December 26th, 2011
Courtesy of The Washington Post, a report on how China’s growing appetite for energy has led it into the messy politics and tensions of Sudan. As the article notes: At a restaurant along the River Nile offering crocodile and ostrich meat, officials of the world’s newest — and desperately destitute — nation hosted a lunch […]
Read more »New Global Hot Spots For Investment
December 26th, 2011
Via Fortune, an interesting article on emerging markets: Today, essentially two global economies exist side by side. The U.S. and its advanced peers continue to struggle with high unemployment, idle capacity, depressed housing markets, and anemic growth. Credit remains tight in much of the developed world, despite historically low interest rates. Debt-laden European nations pose […]
Read more »Russia In Africa: An Alternative To China’s Investment Monopoly?
December 20th, 2011
Via WorldCrunch, a report on Russia’s increasing investment interest in Africa. As the article notes: “…The Soviet Union was once a major economic and political power in Africa. But when the empire fell, so did Moscow’s political and economic influence on the continent. Today, the region is growing, but is increasingly dominated by Chinese companies, […]
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.