Vietnam Comes Calling
November 18th, 2010
Via The Financial Times, a report highlighting Viettel’s (the military-run mobile phone network operator that is Vietnam’s largest) overseas expansion in the past few years. As the article notes: “…The persistent attempts by Huawei, the Chinese telecoms equipment manufacturer, to break into into the US have been met with hostility by American legislators suspicious about […]
Read more »The Cuban Oil Crisis? Russia’s Gazprom To Drill In Cuban Waters
November 16th, 2010
Courtesy of The New York Times, a report that Gazprom is going to drill for oil in Cuban waters: “…The Russian energy giant Gazprom has joined a growing list of companies that plan to drill for oil in the waters off Cuba, close to the United States but out of reach of its safety regulators. […]
Read more »In The Dragon’s Reach: Cambodia
November 16th, 2010
Via China Law blog, an interesting look at China’s growing relationship with Cambodia as American and European companies begin to turn to Vietnam, Cambodia, and even Laos, for their manufacturing outsourcing due to cost increases in China. As the article notes: “• …Most of the current development seems to be highly dependent on Chinese (Hong […]
Read more »Frontier Investing
November 12th, 2010
Courtesy of GuruFocus, some interesting frontier markets commentary from Dr. Marc Faber: “…I think there may be a window of opportunity left in frontier markets. Let me explain. In last month’s report, I noted that we should think of the US as a “huge money-printing machine that produces an unlimited quantity of dollars”. Most of […]
Read more »Africa: The Energy Continent
November 12th, 2010
Via The Energy Business Review, an interesting look at Africa’s evolution into an energy powerhouse. As the article notes: The significant worldwide growth in energy demand (expected to rise by some 57% by 2025), has put Africa firmly on the industry’s radar. According to BP’s Statistical Review of World Energy Report (June 2010), in 2009 […]
Read more »Rise Of The Rest: Exceptional B2C Innovations From All Corners Of The Globe
November 8th, 2010
Via Trendwatching.com, an interesting list of some of the emerging worlds’ most dynamic brands and companies, from aggressive Chinese brands to Turkish creatives to Brazilian apparel: Time for a hefty dose of B2C innovations from China (minus Hong Kong), India, South Africa, Brazil and more. A few points; We’ve included both new brands and established […]
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.