Mongolia: Between A Rock And A Hard Place?
August 21st, 2011
Courtesy of STRATFOR (subscription required), an interesting article on Mongolia’s efforts to find a third party to balance its two powerful neighbors, China and Russia reliance. As the report notes: “U.S. Vice President Joe Biden will visit Mongolia on Aug. 21-23. Aside from this, a series of high-level meetings between officials from the two countries’ […]
Read more »Mongolia Energy Riches Attract Neighbors and Outside Interests
August 20th, 2011
Via Celsias, a report on Mongolia’s natural resource bounty that is now attracting serious interest from companies & countries around the globe: Pity poor Mongolia, bereft of fiscal resources, caught between the ambitions of its superpower neighbors, Russia and China. Ulaan Bator’s situation is akin to interwar Poland, dexterously attempting to reconcile its foreign policy […]
Read more »Pakistan Seeks Local Funds for Iran Gas Deal Opposed by U.S.
August 18th, 2011
Courtesy of Bloomberg, an article on Pakistan plans to borrow $300 million from local banks to build a pipeline that will carry natural gas from neighboring Iran, easing its worst energy crisis that is curbing economic growth. As the report notes: “…Local state-owned companies will provide about $210 million in equity for the $1.3 billion […]
Read more »Brazil’s Middle Class: Poorer Than You Think
August 18th, 2011
Via The Financial Times, an interesting report on the realities and misunderstandings about Brazil’s middle class. As the article notes: “Talk to an economist about Brazil and sooner or later the same old cliché will pop up: ‘the rise of the middle classes’. This stock phrase has become the go-to explanation for pretty much everything […]
Read more »Myths And Realities Of The African Middle Class
August 17th, 2011
Via Emerging Markets Insight, a report on the myths and realities of Africa’s middle class: In March 2007, long-serving Angolan President Jose Eduardo dos Santos formally opened a perfect metaphor for Africa’s changing consumer market profile. Located in the Talatona suburb of the country’s malarial and overcrowded capital city Luanda – perhaps best known for […]
Read more »The Rise Of The Multilatinas
August 17th, 2011
Via The Financial Times, an interesting look at the rapid international expansion of companies from South America: Since 2000, the global economy has undergone a huge rebalancing towards the emerging countries. Trade and financial flows shifted in the direction of the emerging countries. Not only did investors in developed countries rush to raise their stakes […]
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.