YPF: Investment Up, Dividends Down, Operational Plans TBA
July 18th, 2012
Via The Financial Times, a report on the latest YPF shareholders’ meeting: Tuesday’s meeting of YPF shareholders in Buenos Aires was most notable for its interminable length – more than six hours – and for decisions to ramp up investment and drastically cut the company’s dividend payout. But investors will have to wait a bit […]
Read more »Reviving Mexico’s Economy
July 17th, 2012
Via Foreign Policy, an interesting article on Mexico’s economy and how it could be revived: Mexico’s tepid economic performance in the last decade has been a major disappointment — and is one reason why the PRI, the less-than-democratic political party that was ousted in 2000 after 71 years of rule, has just returned to power […]
Read more »Cuba Hits Wall in 2-Year Push to Expand the Private Sector
July 17th, 2012
Courtesy of The New York Times, an article on Cuba’s efforts to expand its private sector: Those awaiting measures to create even more opportunity for private business got the opposite last week, when news spread of a little-advertised government decision to charge steep customs duties on the informal imports, from Miami and elsewhere, that are the lifeblood of many […]
Read more »Investment Risks In Myanmar
July 16th, 2012
Courtesy of Asia News Network, an interesting article on potential investment risks in Myanmar: Despite tremendous interest in Myanmar following the lifting of sanctions, investors still face many risks as the country is in the middle of reforms on many fronts, a partner at Baker and McKenzie has warned. “Hopefully, Myanmar will follow its promises,” […]
Read more »A Mix of Hope and Fear as Mongolia Grows Rich
July 15th, 2012
Via The New York Times, an interesting look at Mongolia: Howard Hodgson, a weather-beaten Australian drilling executive with the mouth of a sailor, is proud to say he is in it for the money. When he landed here more than a decade ago, Mr. Hodgson found an economic wasteland still reeling from the fall of […]
Read more »Myanmar: The Best Investment Opportunity In the World Right Now?
July 15th, 2012
Via Jim Rogers’ blog, a quick look at Myanmar: Probably the best investment opportunity in the world right now is Myanmar. In 1962, Myanmar was the richest country in Asia. They closed off in 1962, and now it’s the poorest country in Asia. I see enormous opportunities there because they’re now opening up. It’s like […]
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.