Myanmar’s Balancing Act
December 2nd, 2011
Courtesy of STRATFOR (subscription required), a detailed analysis of the geopolitical significance of U.S. Secretary of State Hillary Clinton’s three-day visit to Myanmar, which represents a major step in the United States’ re-engagement in Asia and furthers Washington’s plan to counterbalance China’s regional strategy. As the report notes: “…U.S. Secretary of State Hillary Clinton is […]
Read more »Rise of the TIMBIs
December 2nd, 2011
Courtesy of Foreign Policy, an interesting look at a group of dynamic and democratic emerging economies that will surpass the BRICs in the years ahead, called the TIMBIs: Turkey, India, Mexico, Brazil, and Indonesia. As the article notes: Nov. 30 marked the 10th anniversary of Goldman Sachs economist Jim O’Neill’s anointing of the BRIC economies […]
Read more »Malaysia’s Petronas Bidding For Onshore Myanmar Field
December 1st, 2011
Via Reuters, a report that Malaysia’s state oil firm Petronas has put in a bid for an onshore energy field in Myanmar. As the article notes: “…At the moment in Myanmar we are only offshore and the business has been quite good,” Wee [Executive Vice President of Exploration and Production Wee Yiaw Hin] told reporters […]
Read more »BRICs? It’s Carbs That Make You Strong
December 1st, 2011
Courtesy of The Financial Times, an interesting article on how the upsurge in commodities has resulted in over performance in a number of markets: Ten years ago the mood among emerging market investors was one of despair. After a series of crises, EM equities had gone nowhere for a decade. All they seemed to offer […]
Read more »Myanmar’s Spring
December 1st, 2011
Via Foreign Policy, an article on what it says is the real reason behind Hillary Clinton’s visit to Myanmar: China. As the report notes: “…Secretary of State Hillary Clinton is in Myanmar, on a trip that is being hailed as a stunning breakthrough in bilateral relations and a sign that the Southeast Asian pariah state […]
Read more »BRICs at 10
November 29th, 2011
Courtesy of The Financial Times, a report on the growth and investment returns of the BRICs as they cross the age of 10: So, was he right? Ten years ago Jim O’Neill of Goldman Sachs looked at four growth economies – Brazil, China, India and Russia – put their first letters into an acronym, and […]
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.