Into Africa: Will The Continent Become The Next Major Global Investment Story?
September 24th, 2011
In the CFA Institute’s September/October 2011 issue, Patrick Mutimba, CFA – Director of investments at Makerere University in Kampala, Uganda – looks at Africa’s potential to join the BRICs as an alternative investment destination, especially that of AAEMNS (Algeria, Angola, Egypt, Morocco, Nigeria, and South Africa): “…I believe Africa will be the next big destination […]
Read more »Laos: Tilting Toward China?
September 19th, 2011
Courtesy of STRATFOR (subscription required), an interesting look at Laos and how – in recent years as China and Vietnam have jockeyed for influence in Indochina and as countries in the region have increased their cooperation – Laos has envisioned itself becoming a “corridor country,” tying into a Chinese high-speed rail network and exporting hydro-powered […]
Read more »Urban Economic Clout Moves East
September 19th, 2011
Courtesy of McKinsey Quarterly, an interesting graphic that forecasts more than 20 of the world’s top 50 cities ranked by GDP will be located in Asia by the year 2025, up from 8 in 2007. During that same time period, our research suggests, more than half of Europe’s top 50 cities will drop off the […]
Read more »Afghan-Sino Relations
September 19th, 2011
Via Afghan Lord, a detailed review of Afghan-Chinese relations: “…It is said that the Afghan-Chinese relationship goes back to the seventh century when Chinese monks traveled through Silk Road to visit the Buddha statues in Bamyian, blown up by Taliban in 2001. The Silk Road was not only used for a pilgrimage purpose, but also […]
Read more »Russia Uses Energy to Elicit Tajik Security Concessions
September 15th, 2011
Courtesy of STRATFOR (subscription required), an interesting report on how Russia continues to use energy prices to pressure Tajikistan to become more compliant in security matters. As the article notes: “…Gas stations run by a Gazprom affiliate that operates in Tajikistan only have two to three days’ worth of high-octane fuel left, Asia-Plus reported Sept. […]
Read more »Venecuba
September 14th, 2011
Via The Financial Times, an interesting article on the tight relationship between Cuba and Venezuela” “…When Hugo Chávez recently took his third round of chemotherapy, the Venezuelan president opted to do so in Caracas rather than in Havana, where he had received previous treatments for his undisclosed type of cancer. For some, this was 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.