Myanmar: An Outcast With Assets
October 25th, 2011
Via The Financial Times, an article on Myanmar, a pariah state taking tentative steps to attract foreign investors: “…They have decided to change. It’s not what we called for, but there are changes. Even if they are pretending to change, we should push them so the change becomes irreversible. If we keep saying that ‘you […]
Read more »Venezuela: A Tale of Potential and Peril
October 24th, 2011
From Emerging Markets Insight, a report on Venezuela’s investment promise and peril: Venezuela presents a major challenge for MNCs who recognize the country’s market potential and high profit margins, but are troubled by the risks associated with any significant presence in the country. The upcoming elections in 2012 and recent concerns over Chavez’s health has […]
Read more »Zambia: Striking The Dragon
October 23rd, 2011
Courtesy of The Financial Times, an interesting article on recent strikes at Chinese-owned mines in Zambia. As the report notes: Zambia, the landlocked country in southern Africa that is the continent’s biggest copper producer, has been in the headlines a lot since new President Michael Sata won elections last month. Among other things, the country […]
Read more »Where China Meets India: The Improbably Bright Future of Myanmar
October 22nd, 2011
Via the New York Times, a review of an interesting book focused on Myanmar. As the article notes: “…As economies and societies all around them have flourished, two countries have been strikingly left out of the East Asian boom of the past generation: North Korea and Myanmar. The strategic importance, internal miseries and governing oddities […]
Read more »The Geopolitics of Oil Refining: China’s Entry into a Venezuelan-Brazilian Oil Deal
October 21st, 2011
Courtesy of STRATFOR (subscription required), a report on China’s support of a faltering deal between Venezuelan state-run oil company Petroleos de Venezuela (PDVSA) and Brazilian energy company Petroleos Brasileiros (Petrobras) over the Abreu e Lima refinery possibly as a way of tying Brazil to Venezuela, hobbling Brasilia’s ability to compete elsewhere. As the article notes: […]
Read more »Mozambique: The World’s Newest Petro-State
October 21st, 2011
Via Oil and Glory, a report that U.S. and Italian companies say they have found the natural gas equivalent of more than 4 billion barrels of oil offshore from Mozambique. As the article notes: “…The news is larger than Mozambique, as we see again that long stretches of the African continent from north to south […]
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.