Frontier Funds
March 11th, 2008
As recently reported by The Financial Times, the subprime-driven credit crisis is causing some people to look at frontier markets for unconventional, uncorrelated returns. As the article notes: “…Godvig Capital Management’s Babylon Fund, which aims to profit from the rehabilitation of Iraq, is one of a growing band of ‘frontier funds’ which seek returns in […]
Read more »China’s Energy Diplomacy
March 11th, 2008
Via Energy Daily, an interesting analysis of China’s energy diplomacy as part of the country’s quest for energy to feed its export economy as well as its strategic competition with India for both resources and regional influence. In addition to building of a port in Pakistan, its extra-polite friendship with the rulers of Myanmar and […]
Read more »Axis (of Evil) Turning? The Changing Face of Syria
February 29th, 2008
As noted in a recent article on Global Voices, Syria – while still a nation “officially†considered a Socialist country – is experiencing rapid change. A construction boom is in place, and the financial judicial structure is being reformed and revisited. In many ways Syria is going through the Egypt model of transformation from socialist […]
Read more »Pakistan’s $400M Man: Taking Stock of the Risks
February 29th, 2008
As reported by Bloomberg, despite the fact that Pakistan’s recent election heightened the risks for stock investors as opposition parties try to create a new government and force President Pervez Musharraf to step down, Templeton Asset Management Ltd.’s Mark Mobius said he is maintaining his holdings of Pakistani banks, consumer and energy companies and also […]
Read more »Iran and Gazprom
February 29th, 2008
From Al Alam, news that Iran and Gazprom have agreed upon the terms on developing “two or three” blocks of the South Pars field in the Persian Gulf, a deal that further highlights Moscow’s deepening trade and commercial ties with Tehran. In fact, as noted in the article, there may be more oil sector cooperation […]
Read more »Petronas’ Dream Contracts in Uzbekistan: Results of Long-term Planning & Engagement
February 11th, 2008
As adroitly noted in Energy Daily, Malaysia’s Petronas (one of the New “Seven Sisters” which more than ten years ago was already working in Turkmenistan, another hydrocarbon rich nation that Western companies only recently began exploring) seems set to repeat its success in the one Central Asian country with immense potential that has been largely […]
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.