Why Pakistan’s Market Beats China’s And India’s
September 17th, 2016
Via Forbes, interesting commentary on Pakistan: Pakistan’s equity market has been outperforming China’s and India’s markets by a big margin in recent years. In the last twelve months, Global X MSCI MSCI +% Pakistan ETF was up 20%, beating India’s and China’s comparable ETF’s by almost two to one – see table. That may come as […]
Read more »Iran: Potential To Become A Strategic Metal Producer
September 17th, 2016
Via The Iran Project, a look at Iran’s mining potential: Iran’s first titanium production plant will be up and running in the next six months, the manager of the Kahnuj titanium pilot project says. The plant with a capacity to produce 2 tonnes of titanium pigments per day is at the phase of equipment installation in […]
Read more »Axis Of Data: Iran To Carry Internet Traffic Between East And West
September 9th, 2016
Via TechRasa, an article on Iran’s ambitions to become a data transit hub: Iran is planning to further develop its infrastructure in order to become an internet transit hub between the east and west. During the Iran Connect 2016 conference, Mahmoud Vaezi, Iran’s Minister of Communications announced that the country is looking forward to the new opportunities […]
Read more »Egypt: The Eastern Mediterranean’s Next Natural Gas Hub?
September 5th, 2016
Courtesy of STRATFOR (subscription required), interesting analysis of Forecast The eastern Mediterranean will attract great interest from international oil and natural gas companies over the next decade. Egypt, hoping to take advantage of that interest, will try to position itself as the region’s energy hub. Though Egyptian President Abdel Fattah al-Sisi has made energy reform […]
Read more »East Africa Petroleum Production
September 5th, 2016
Via The East African, an interesting graphic on oil and gas production schedules for East Africa
Read more »Jim Rogers on North Korea
September 1st, 2016
Via Business Insider, an interesting report on Jim Rogers’ interest in North Korea: Jim Rogers is nothing if not a contrarian, and one of his boldest moves is trying to bet on North Korea. The famous investor, who cofounded legendary hedge fund Quantum with George Soros, spoke to Real Vision TV and said North Korea is where China was […]
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.