A Chinese Silk Road Comprised of Pipelines And Railroads
January 29th, 2010
Via Window On Eurasia, an interesting look at Beijing’s active program to restore the eastern part of the Silk Road and tie Central Asia closer to China. As the article notes: “…Moscow analyst Aleksandr Shustov describes both what China has been up to in this regard not only involving gas pipelines but also railways and […]
Read more »The Great Game On The Sea: The Race for The Indian Ocean
May 22nd, 2009
Via Africa Asia Confidential, a report on the emerging race between the U.S., India, and China to control the Indian Ocean. As the article notes: “…India defines the stakes clearly in its 2007 Maritime Military Strategy paper: ‘Whosoever controls the Indian Ocean, dominates Asia. In the 21st century, the destiny of the world will be […]
Read more »Frontier Markets – Now Part of Mainstream (Media) Thinking?
January 7th, 2008
As noted in a recent US News & World Report article, many investors are engaged in the hunt for the next generation of emerging markets. And, as we’ve discussed in this blog before, Goldman Sachs has identified 11 countries with BRIC-like possibilities, which include mainstream emerging markets like South Korea and Mexico as well as […]
Read more »Iran – Pakistan – India Gas Pipeline … soon to become only the Iran – Pakistan Pipeline?
October 13th, 2007
Via an interesting report from the Bangladesh Power Development Board, analysis that the proposed Iran – Pakistan – India Gas pipeline may be stuck, as they put it, in “quick sand”. I found the paper’s discussion of how the pipeline could impact the strategic geopolitics of the regional particularly intriguing. First, some quick background: in […]
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.