Emerging Markets – Decoupled From The Crisis?
October 20th, 2011
Via Emerging Markets Insight, a highly interesting pair of charts analyzing the results of Frontier Strategy Group’s proprietary model to test the assumption that “emerging markets are decoupled from western economies (G7)”: “…In 2008, we found that certain markets such as Nigeria and Peru were not only decoupled but provided multinationals with consistently high growth […]
Read more »Turkmenistan Slams Russian Attempt To Hinder Project To Build Gas Pipeline Supplying Europe
October 20th, 2011
Courtesy of The Washington Post, a report that energy-rich Turkmenistan lashed out recently at what it says is a Russian attempt to stymie the creation of a natural gas supply route to Europe. As the article notes: “…The Turkmen Foreign Ministry said in a statement that it supports the European Union’s plans to broker negotiations […]
Read more »Kazakhstan’s Asia Shift
October 18th, 2011
Via The Silk Road Intelligencer, a report that Kazakhstan is leaning further towards Asia in economic matters: The key question at Kazakhstan’s annual oil and gas conferences in October – Kazenergy and Kioge – concerned the Karachaganak oilfield. Agreement between the Kazakh government and the Karachaganak Petroleum Operating (KPO) consortium is not expected before the […]
Read more »BP Pipeline – Late But Good
October 15th, 2011
Via The Financial Times, a commentary onBP’s recently announced plans to use the existing infrastructure of Turkey and Azerbaijan to bring gas to the Turkish-Bulgarian border where it would be picked up by the Southeastern European Pipeline (SEEP) and transported through Bulgaria and Romania to Hungary and the rest of central Europe: For years the […]
Read more »The Great Rate Divide: Hikes In Frontier Markets Match Emerging Markets Cuts
October 14th, 2011
Courtesy of The Financial Times, an interesting look at a number of frontier markets that raised their interest rates recently. As the article notes: “…While Indonesia this week made headlines by becoming the latest emerging market to cut interest rates, Nigeria added its name to a growing list of frontier markets that have this month […]
Read more »Investing In North Korea
October 14th, 2011
Two interesting articles on North Korea, perhaps the most enigmatic of all frontier markets. The first, via Forbes, looks at potential early efforts to bring Coca-Cola to North Korea: Global capital is an inherently lonely trade, but as Gabriel Schulze ambles into the conference room of Yanggakdo International Hotel, a towering edifice separated by a […]
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.