Emerging South-South Trade & Engagement: The Rise of Chimea
January 4th, 2008
Several interesting articles on the rapid emergence of South-South trade and the sudden influx of Chinese and Indian technologies representing the “browning†of African technology, which has long been the domain of “white†Americans and Europeans who want to apply their saving hand to African problems. In a way, you can see this as the […]
Read more »Dubai’s Debt Cloud – Shifting Sands?
December 30th, 2007
With all the bullish news about Dubai these days, it was refreshing to see The Wall Street Journal’s analysis of the city-state’s recent spending spree and the debt that it is accumulating. While the article focuses on transparency versus magnitude of debt as the main issue, it brings up an important point that should be […]
Read more »Dubai: Iran’s Hong Kong
December 30th, 2007
An interesting article in Terra Daily recently, comparing Dubai’s current & cultural associations with Iran to that which Hong Kong historically played for China (before the mainland opened up).  As the article notes, Dubai “…is to Iran’s theocracy what British-ruled Hong Kong was to China’s Communist overlords — a gigantic entrepot.” Given the similarity, […]
Read more »Adios Bloqueo? Hola Opportunity…
December 14th, 2007
Via The Economist, an interesting look at Cuba’s future investment prospects, particularly Dubai Ports World’s plans to invest $250m in converting the decrepit port in Mariel, just west of Havana, into a modern container facility. As the article notes: “…The choice of Mariel, one of the closest points in Cuba to the United States, is […]
Read more »Middle Eastern Markets
December 11th, 2007
Via Bloomberg, an interesting review of the equity markets in Saudi Arabia, the United Arab Emirates, Kuwait, Qatar, Bahrain and Oman where – as oil revenues spur construction and increase demand – profit growth is projected to exceed other emerging markets around the word. As the article notes: “… The MSCI GCC Countries Index of […]
Read more »The Largest Thanksgiving Day Sale Ever: Oil Producers Buy The World
November 28th, 2007
From the NY Times, more evidence that oil-producing countries have embarked upon a global shopping spree. While the focus is the Abu Dhabi Investment Authority’s bold outlay of $7.5 billion to become one of the largest shareholders in Citigroup, the article does a nice job of detailing many other petro-dollar based purchases that have taken […]
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.