A Future Middle East of Failed States?
December 17th, 2008
Via The Asia Times, a highly pessimistic look at the economies of the largest Muslim countries, namely Iran, Pakistan, and Turkey. While I do not wholly agree with the thesis of the piece, I felt it useful to present The Times’ views. As the article notes: “…Iran’s President Mahmud Ahmadinejad controls Iran through a kleptocracy […]
Read more »China’s Ties With Pakistan
October 16th, 2008
Via Stratfor (subscription required), an interesting analysis of China and Pakistan’s recent discussions regarding greater economic cooperation and a strengthened strategic partnership. Because the relationship now is concerned more with access to, and protection of, natural resources, Beijing is undertaking a serious reassessment of its ties with Islamabad, with an eye on Pakistani-U.S. relations. As […]
Read more »Investing In Pakistan a Riot?
July 21st, 2008
 As this recent Bloomberg article reminds us, investing in emerging “Black Sheep” markets offers a myriad of challenges: “…Pakistan investors stormed out of the Karachi Stock Exchange, smashed windows and cursed regulators after the benchmark index fell for a 15th day, the worst losing streak in at least 18 years. …Police surrounded the exchange after […]
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 »Pakistan: An Investment Opportunity?
January 25th, 2008
As noted by an interesting blog titled Green Views-Rupee News, Pakistan – despite the political turmoil, assassinations, riots and bombings we read about in the media almost every day – still represents a sound investment opportunity. As the report notes: “…the fundamentals of the Pakistani economy are sound. Arab and Asian money is still flowing […]
Read more »Pakistan & Iran: IPI and More
January 4th, 2008
As noted in the Daily Times of Pakistan, Iran and Pakistan recently discussed oil and gas cooperation, with particular emphasis on the continued development of the Iran-Pakistan-India (IPI) pipeline. As the article reported: “…The Ambassador of Iran, Mashallah Shakeri called on the Minister for Petroleum and Natural Resources Ahsanullah Khan here on Wednesday and expressed […]
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.