Is India’s Consumption Boom Over?
July 22nd, 2012
Via CapitalMind, some commentary on India’s consumption patterns: Things are changing, ever so slightly. The story of the last 10 years has been that of an incredibly shining India and much of that shine has had to do with factors that aren’t Indian. But the result has been a rapid increase in consumption that has […]
Read more »China’s Pipe Dream Turns Into a Public Relations Nightmare
July 22nd, 2012
Via Energy Tribune, an article on China’s oil & gas pipeline project in Myanmar: China’s oil and gas pipeline in Myanmar is making progress and projected for completion by mid 2013. Yet all is not well for the Middle Kingdom with its long-time ally Myanmar. Despite spending billions on the pipeline and trying to appease […]
Read more »Muscling Into Myanmar’s Surprisingly Crowded Business World
July 21st, 2012
Via The Financial Times, a commentary on gaining access to Myanmar’s best investment opportunities: The US’s decision to suspend some key sanctions against Myanmar is the latest and perhaps most prominent endorsement received by that country’s new quasi-civilian regime. Global interest has surged, due to Myanmar’s vast untapped natural resources, underexploited agricultural sector and huge […]
Read more »Chevron Invests $2bn In Venezuelan Oil
July 19th, 2012
Courtesy of The Financial Times, a report on Chevron’s recent decision to invest $2bn in Venezuelan oil: While many inhabitants of Venezuela’s north-western state of Zulia are screaming blue murder about the onset of petrol rationing, US oil major Chevron has quietly just agreed to invest $2bn to ramp up production in the region. Chevron’s […]
Read more »Deal of the Century: Will Chinese Investment Save Congo?
July 18th, 2012
Courtesy of the Foreign Policy Association, an interesting article on China’s investment in the Congo: Twenty-four trillion dollars. It is a number that beggars the imagination, almost 40% of the global economy, and it is buried in one of the world’s poorest and most violent countries: the Democratic Republic of Congo. Failed state, rape capital […]
Read more »The World’s Fastest Growing Economy: Mongolia
July 18th, 2012
Via The Atlantic, a look at Mongolia … part of a new class of countries that, like the Middle Eastern states that got rich selling oil to the West, have hitched their economies to resource-hungry China: A tourist stands at Sükhbaatar Square, in the Mongolian capital of Ulan Bator. (Wikimedia). If you can make your […]
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.