Impact Of Potential Economic Slowdown In Latin America
September 14th, 2011
Courtesy of Emerging Markets Insights, a look at how fear over a stalling global economy is stalking Latin America. As noted in article: “…Frontier Strategy Group expects the overall impact of a slowdown to be smaller than in 2008 as Latin America has grown less reliant on global trade flows than other regions. Mexico has […]
Read more »Pipeline Politics: Russia’s Nord Stream Blows Cold Air On Ukraine’s Negotiating Position
September 8th, 2011
Via STRATFOR (subscription required), thoughtful analysis on the impact that Russia’s now operational Nord Stream natural gas pipeline will have upon ongoing negotiations between Ukraine and Russia over natural gas prices. As the article notes: Ukrainian Energy and Coal Industry Minister Yuri Boyko stated Sept. 7 that Ukraine opposes a merger between its state energy […]
Read more »Provincial China: Growing Up
September 8th, 2011
Via The Emerging Markets Insight blog, a detailed look at forecasted GDP growth rates for provincial China: China’s underground financial market has grown at an exponential rate to meet demand from credit-hungry small & medium enterprises. Unlicensed loan companies have mushroomed across the country with a high concentration in the Yangtze and Pearl Delta areas, […]
Read more »Indonesia: Fastest-Growing Rich List
September 8th, 2011
Courtesy of The Financial Times, an interesting report on rise of high net worth individuals in Indonesia in the short term: “…The sight of a bright red Ferrari being delivered in Jakarta is still something that attracts attention. But not for long. The number of high net worth individuals will triple in Indonesia to nearly 100,000 […]
Read more »Betting On Mexico’s Middle Class Kids
September 8th, 2011
Via The Financial Times, an interesting look at consumer demographics of Mexico: Who wants to bet on the future of Mexico’s domestic economy? With private-sector economists revising down their 2011 growth forecasts, the number of takers may be starting to dwindle. But Aureos is piling on the chips. This week, the private equity fund management […]
Read more »China’s CNPC Close To Afghan Oil Deal
September 5th, 2011
Via The Globe and Mail, a report that CNPC, the Chinese energy company, is poised to win the first oilfield to be tendered in Afghanistan since the U.S. ousted the Taliban in revenge for sheltering Osama bin Laden a decade ago. As the article notes: “…China’s push into Afghanistan is part of a broader drive […]
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.