Colombia
March 9th, 2012
Via Mark Mobius’ blog, a look at Colombia, an investment destination growing in attractiveness: Colombia is a land of culturally rich colonial cities, lanky skyscrapers, pristine beaches, dense Amazon jungle, snow-capped Andean and Sierra Nevadan mountains, archeological ruins and home to author Gabriel Garcia Marquez. And, I should add, in my view, a country ripe […]
Read more »Ecopetrol’s Growth Strategy
August 5th, 2010
Via The Financial Times, an interesting article on a recent purchase by Colombia’s Ecopetrol. As the reports notes: “…Ecopetrol has been rummaging around the sale bins for a few years now as part of an aggressive growth strategy aimed at ramping up oil production to 1m bpd by 2015. In 2009, Colombia’s majority state-owned oil […]
Read more »The Rest Has Risen…
January 16th, 2010
Via Newsweek, an interesting look at the performance of emerging market indices in the past decade. As the article notes: “…If you had any doubt about what Fareed Zakaria calls “the rise of the rest,” consider a new Bank of America Merrill Lynch report on the performance of emerging markets over the past decade. If […]
Read more »Latin America 2009
January 2nd, 2009
Via NuWire Investor, an interesting analysis of investment & economic prospects in Latin America. As the article notes The “right” Latin America will thrive in the New Year, fueled by ts own growth—with an assist from the continued hot growth from China—while the “wrong” Latin America will get left behind. The second phase of emerging […]
Read more »PDVSA’s Growing Influence in Central/South America
October 1st, 2008
Via IPS News, an in-depth report on the growing influence of PDVSA in Central America, Cuba, the Dominican Republic and islands in the eastern Caribbean who are receiving more and more oil from Venezuela, while major refineries are planned in South America — at Pernambuco in northeastern Brazil, and at El Aromo, on Ecuador’s Pacific […]
Read more »Challenges & Opportunities Facing Emerging Markets in the Middle East & North Africa
January 10th, 2008
In a recent article published by Knowledge@Wharton, Howard Pack (a professor of business and public policy at Wharton) and Marcus Noland (a senior fellow at the Peterson Institute for International Economics) examined how Arab countries are coping with globalization & exploiting the recent influx of hydrocarbon-based money into their economies. We found the following notes […]
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.