South Africa: Building a BRIC Foundation With China?
December 27th, 2010
Courtesy of The Financial Times, a report that China has invited South Africa to join the Bric group of fast-growing emerging markets – or at least to join one of their meetings. As the article notes: “…South Africa has been dropping not-so-subtle hints about its desire to be part of the group for a while […]
Read more »India: Russia’ing Its Search For More Oil
December 22nd, 2010
Via The Financial Times, an article on India’s Oil and Natural Gas Corporation’s quest for Russian oil assets, in particular its consideration of an equity tie-up with Sistema, Russia’s fastest growing oil company. As the report notes: “…ONGC has made no secret of its desire to acquire Russian oil assets to ease India’s dependence on […]
Read more »Peru, Chile, and Brazil
December 21st, 2010
Courtesy of Seeking Alpha, a look at Peru, Chile, and Brazil: Global Strategist Jacek Dzierwa has just returned from another research trip to Latin America where he visited Peru, Chile and Brazil. Travel is important for our tacit knowledge because many of the world’s best opportunities aren’t discovered behind a Bloomberg terminal or an earnings […]
Read more »Frontier Markets
December 21st, 2010
Two new articles focusing on frontier markets. The first, courtesy of The Financial Times, looks at some of the positive attributes of these investment opportunities: “There’s a clue in the name: rugged, mostly unexplored, and potentially treacherous. Yet if the reasons to raise allocations to emerging markets are still intact in 2011 – low yields […]
Read more »Bangladesh: A Dynamic Market
December 20th, 2010
Via The Financial Times, an interesting report on the volatile Dhaka Stock Exchange: The Dhaka Stock Exchange had a roaring rally for much of this year, rising more than 90 per cent at its peak, fuelled by easy liquidity and a flood of new investors, with little experience – or expectation – of an equity […]
Read more »Argentina: China’s New Investment Frontier
December 18th, 2010
Courtesy of The Financial Times, a report on China’s increased investment in Argentina. As the article notes: When China’s largest oil producer looked overseas 14 years ago for places to invest, it settled on the then-untapped riches of Sudan.That investment, in 1996, kicked off a string of deals in Africa, as Chinese state-owned oil companies […]
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.