China’s Pipeline Politics With Myanmar
December 22nd, 2009
Courtesy of STRATFOR (subscription required), a report on the recent visit by Chinese Vice President Xi Jinping to Myanmar aimed at strengthening Beijing’s energy security and geopolitical influence in the region. As the article notes: “…China-Myanmar border stability is a priority, but the primary focus of Xi’s trip is to strengthen China’s position in Southeast […]
Read more »Bhutan’s Fledgling Bourse
December 18th, 2009
Via Reuters, an interesting look at Bhutan’s stock exchange, where stocks are traded on just four computers — when they have not crashed — only twice a week. As the article notes: “…I’ve got one order to sell 2,820 shares,” said 23-year-old Deki Peldon, the only broker for today’s short trading hours in Thimphu, the […]
Read more »China’s Strategic Pipeline To Central Asia
December 15th, 2009
Courtesy of STATFOR (subscription required), analysis of the strategic energy and geopolitical implications of the recent inauguration of the Central Asia Natural Gas Pipeline, which will ship natural gas from Turkmenistan to China. As the article notes: “…Chinese President Hu Jintao visited Kazakhstan and Turkmenistan from Dec. 12 through Dec. 14, with his trip culminating […]
Read more »Next Investment Frontiers: Mobius On Mongolia
December 12th, 2009
Via Mark Mobius’ blog, a look at Mongolia’s investment potential. As the article notes: “…Many people have asked me what are frontier markets? In summary, they are the next emerging markets and include the likes of Kazakhstan, Romania, Nigeria and Vietnam. The key characteristics are the fact that they are overlooked by investors and have […]
Read more »China’s Scramble To Invest In Africa
December 12th, 2009
Courtesy of The Financial Times, a thoughtful and balanced article on China’s investment into Africa. As the report notes: “…A few years ago, Lukas Lundin, a mining executive, rode his motorbike 8,000 miles from Cairo to Cape Town. His journey, which took just five weeks, meandered through 10 countries, including Sudan, Ethiopia, Malawi, Zambia and […]
Read more »The “Gas OPEC” Comes To Life
December 11th, 2009
Courtesy of Stratfor (subscription required), analysis of the recent decision by eleven natural gas exporters to join together to form a cartel. As the article notes: “…Leonid Bokhanovsky, a long-time executive at Russian energy construction firm Stroytransgaz, was selected to be the first secretary-general of the Gas Exporting Countries Forum (known colloquially as the “Gas […]
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.