A New Horde Of Invaders In The Land of Genghis Khan
May 19th, 2011
Via The Independent, a report on the potential of Mongolia’s mining boom: Edward Rochette, a hard-bitten American lawyer and a veteran of mineral exploration in 56 countries, pulls up a stool in the Square Grill Pub in central Ulan Bator and contemplates Mongolia’s 21st century gold rush. The plush bar, with its fancy chairs and […]
Read more »CIVETS 60
May 7th, 2011
Courtesy of The Financial Times, an article on the new S&P CIVETS 60 – a tradeable index of 50 stocks from the next-generation EMs of Colombia, Indonesia, Vietnam, Egypt, Turkey and South Africa. “…Among the post-BRIC acronyms competing to encapsulate the prospects of other chunks of the emerging world, CIVETS is gaining the most ground. […]
Read more »Has Africa’s Time Come?
May 7th, 2011
Via The Financial Times, details of a new report from Ernst & Young on Africa’s investment potential: “As executives and politicians descend on Cape Town for Africa’s World Economic Forum, Ernst & Young has a succinct message for foreign investors – “It’s time for Africa.” In a new report, Africa Attractiveness Survey, the professional services […]
Read more »Mongolia: Riskier Than Belarus?
May 4th, 2011
Courtesy of The Financial Times, an article on Moody’s risk profile of Mongolia: Mongolia may be the darling of the mining world and a hotspot for investors in developing Asian economies. However as far as the credit markets are concerned, it might as well be a Greece or a Belarus. That’s according to Moody’s, which […]
Read more »Pakistan: underinvested
May 2nd, 2011
Via The Financial Times, a brief analysis of the investment potential in Pakistan given recent events: “…If the US Department of State follows up on its pledge to pay $25m in reward money for information leading to the capture of Osama bin Laden, then perhaps somebody, somewhere, is in line for a mega-windfall, equivalent to […]
Read more »China-Uzbekistan: Gas diplomacy
April 26th, 2011
Courtesy of The Financial Times, a report on recent Chinese and Uzbekistan discussions over natural resources. As the article notes: “…China has taken another step to loosen Russia’s stranglehold on central Asian gas supplies after winning an offer from Uzbekistan to double the amount of gas it has promised to supply. Uzbekistan has already committed […]
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.