Turkmenistan and Russia: New Pipeline Politics?
October 19th, 2010
Courtesy of STRATFOR (subscription required), an interesting analysis of Turkmenistan’s new natural gas pipeline that will take natural gas supplies from deposits in the Karakum Desert and connect with the Central Asia-Center pipeline system for export to Russia. As the article notes, this small pipeline will add little capacity to its natural gas exports to […]
Read more »China, Oil, and A New Great Game: Pipelineistan & The 21st Century Silk Road
October 14th, 2010
Courtesy of CBS News, an interesting report on China’s petroleum ambitions in Central Asia. As the article notes: “…Future historians may well agree that the twenty-first century Silk Road first opened for business on December 14, 2009. That was the day a crucial stretch of pipeline officially went into operation linking the fabulously energy-rich state […]
Read more »Looking For The Final Frontier…Pakistan to sub-Saharan Africa
October 10th, 2010
Courtesy of The Financial Times, an interesting article on one fund’s search for the final frontier of investing. As the report notes: “…Insparo’s African and Middle East fund passed its second anniversary in June, outperforming the emerging market universe by focusing on what the team calls the last frontier. This covers the area from Pakistan […]
Read more »Ecopetrol
October 10th, 2010
Via The Financial Times, an update on Ecopetrol, Colombia’s state oil company. As the article notes: “[Ecopetrol] is one of the best examples of a creaky behemoth invigorated by part-privatisation. It is making the most of Colombia’s improved security environment and resilient economy. Ecopetrol’s chief executive Javier Gutierrez has told beyondbrics that production should rise […]
Read more »Why Wal-Mart Went Shopping in Africa
October 1st, 2010
Courtesy of The Harvard Business Review, a thoughtful analysis on Wal-Mart’s African acquisition and strategy. As the article notes: “…Wal-Mart, the world’s biggest retailer, made a $4.6 billion (32 billion rand) offer on September 27th to acquire the South African retail chain, Massmart Holdings. If it goes through, the acquisition will represent the American retailer’s […]
Read more »Top Performing Emerging Markets Through Q3 2010
September 29th, 2010
Via The Global Guru, an interesting analysis of the top performing international markets thus far in 2010. As the article notes: “…Using figures published in Britain’s Economist magazine, the top five global stock markets have returned (in U.S. dollar terms) an average of 36.62% through Sept. 22… #1 Thailand Thai stocks have been hitting multi-year […]
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.