North Africa
December 22nd, 2009
Via his blog, here are Mark Mobius’ interesting thoughts on North Africa’s investment potential: “…most international sanctions against the country [Libya] were lifted in 2004, and in 2006, the U.S. removed Libya from its state-sponsored terrorism list on which Libya had stayed for 27 years. Since then, Libya has attracted a wave of interest from […]
Read more »China’s Pipeline Politics With Myanmar
December 22nd, 2009
Courtesy of STRATFOR (subscription required), a report on the recent visit by Chinese Vice President Xi Jinping to Myanmar aimed at strengthening Beijing’s energy security and geopolitical influence in the region. As the article notes: “…China-Myanmar border stability is a priority, but the primary focus of Xi’s trip is to strengthen China’s position in Southeast […]
Read more »China’s Strategic Pipeline To Central Asia
December 15th, 2009
Courtesy of STATFOR (subscription required), analysis of the strategic energy and geopolitical implications of the recent inauguration of the Central Asia Natural Gas Pipeline, which will ship natural gas from Turkmenistan to China. As the article notes: “…Chinese President Hu Jintao visited Kazakhstan and Turkmenistan from Dec. 12 through Dec. 14, with his trip culminating […]
Read more »India and Iran: Strategic Energy Initiatives
December 8th, 2009
Courtesy of The Financial Express, a report on ONGC Videsh Ltd’s (OVL), the special-function arm of state-owned oil and gas producer ONGC, efforts in finding equity oil abroad especially in Iran. As the article notes: “Iran is strategically important for us, as in a world worried over the progressive depletion of hydrocarbon reserves it is […]
Read more »Cambodia’s First Stock Exchange Under Construction
December 8th, 2009
Via The Boston Herald, news that Cambodia will soon start construction on a building to house its first stock exchange which it hopes will help draw foreign investment to the impoverished country. As the article notes: “…A South Korean firm, World City Co. Ltd., was awarded the contract to build the $6 million building in […]
Read more »Central Asian Energy
December 5th, 2009
Courtesy of Stratfor (subscription required and recommended), a terrific two-part analysis of Uzbekistan withdrew from Central Asia’s Unified Power System, a synchronized electric grid linking Kazakhstan, Uzbekistan, Kyrgyzstan and Tajikistan. The move is part of a series of disputes between Central Asia’s five countries. The region’s geography and distribution of resources is likely to make […]
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.