China, Inc.: The Newest Big Oil Company
January 7th, 2011
Via Fortune, a report on increasing size and impact of China’s NOCs: “…You know the major players in big oil — Shell (RDSA), Exxon Mobil (XOM, Fortune 500), BP (BP), Chevron (CVX, Fortune 500) and a handful of other fuel goliaths. Soon though, it might be time to add China to that list. The country’s […]
Read more »Russia: China Pipeline Is Good Politics But Not Necessarily Good Business
January 6th, 2011
Courtesy of The Financial Times and Energy Daily, news that Russia’s plan to reorient its energy trade towards the east has taken a leap forward with the start of oil exports through a new pipeline to China. As the articles note: “…The pipeline, running from Skovorodino in east Siberia to Daqing in north China, is […]
Read more »Bangladesh: A Paradox Among Frontier Markets
December 30th, 2010
Courtesy of The Financial Times, a look at Bangladesh’s prospects as we enter 2011: “…Bangladesh remains a paradox among frontier markets: its GDP growth trend is one of the most stable in the region, but it has high levels of asset price volatility. It proved to be one of the economies least affected by the […]
Read more »BRIC To BRICS?
December 28th, 2010
Via Terra Daily, an update on an earlier post, namely that South Africa announced that it has been formally invited to join the Brazil, Russia, India and China (BRIC) group of key emerging nations, bolstering its image as the economic gateway to Africa. As the article notes, this may be more politically motivated than economic, […]
Read more »China’s Investment Appetite Turns Towards The Muslim World
December 27th, 2010
Via Fast Company, an article on a $4.5 million investment in Jordan that is only the latest of China’s “development” deals. “…China is ramping up its investments in–and friendliness with–the Muslim world, and a $4.5 million investment in development projects in Jordan, announced over the weekend, is the latest addition to that effort. This week […]
Read more »China in 2020
December 27th, 2010
Via Seeking Alpha, three very interesting maps of China illustrating countries that have equal GDP to Chinese provinces in 2000, 2009 and 2020. As the maps indicate, in 2000, China’s union of provinces was similar to poor, developing countries. By 2009, China had grown into a union of provinces similar to many booming, developing countries. […]
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.