Kazakhstan: Deep Value?
July 25th, 2010
Via The Financial Times, an up-to-date look at Kazakhstan and recent market performance there. As the article notes: “…Value investors tend to think of themselves as having a stronger character than the rest of the crowd. They certainly need it, since they often have to live with losing positions for uncomfortably long periods. Right now […]
Read more »A Central Asian Conundrum: Bringing Petroleum To The World
July 25th, 2010
Courtesy of The New York Times, a detailed look at the geopolitical challenge of bringing Central Asian petroleum to the world. As the article notes: “…Even as the petroleum industry continues drilling in the Gulf of Mexico at considerable expense and risk, a single field here in Central Asia stands ready to produce two-thirds as […]
Read more »Indonesia Close Up
July 25th, 2010
Courtesy of Knowledge at Wharton, an insightful interview of Gita Wirjawan, a 44-year-old former investment banker with Goldman Sachs and J.P. Morgan, who last year became Indonesia’s chairman of Badan Koordinasi Penanaman Modal (BKPM), the country’s Investment Coordinating Board, a ministerial-level post. He believes his country has been misunderstood in the past, and has a […]
Read more »A Port In A Storm: China Leases North Korean Port
July 25th, 2010
Via Yonhap, a report that China has acquired the rights to use another one of North Korea’s northeastern ports. As the article notes: “…China has used the North Korean port of Rajin in North Hamgyong Province for commercial trade since 2008. An official at the Tumen city government in northeast China said that a Chinese […]
Read more »Is The Dragon Out-Maneuvering The Tiger In Africa?
July 21st, 2010
Courtesy of Africa-Asia Confidential, a detailed look at China’s and India’s strategic business initiatives in Africa. As the article notes, China’s state companies have been advancing several billion-dollar petroleum and bank deals while India’s plans may be on hold: “…The Lagos State government, the Nigerian National Petroleum Corporation and the China State Construction Engineering Corporation […]
Read more »A Tiger In Oman
July 21st, 2010
Courtesy of The Financial Times, an interesting look at India’s efforts to cultivate emerging markets of its own, such as Oman. As the article notes: “…While Indian companies struggle to expand in neighbouring countries in south Asia, they are making considerable headway in the Gulf and Africa. Unlike their Chinese counterparts, many do so without […]
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.