Frontier Markets: An Index for Investment Success?
November 28th, 2007
From The Financial Times, an interesting look at the S&P Select Frontier Index which consists of 30 of the largest and most liquid companies in markets excluded from the more mainstream S&P/IFCI Emerging Markets Index, primarily from smaller emerging markets such as Bahrain, Croatia, Jordan and Vietnam, plus some from more unexpected markets, such as […]
Read more »Turkmen – Afghan – Pakistan Pipe Dreams / Turkmenistan’s Export Dilemma
October 20th, 2007
In a recent analysis, John Daly illuminated the enormous challenges surrounding the long-discussed Turkmen-Afghan – Pakistan pipeline scheme through which those nations could gain access to the Caspian’s vast hydrocarbon reserves, particularly the greatest undeveloped prize in the Caspian: Turkmenistan’s immense natural gas reserves, estimated to be at 29 tcf, the fifth-largest of the world’s […]
Read more »Iran – Pakistan – India Gas Pipeline … soon to become only the Iran – Pakistan Pipeline?
October 13th, 2007
Via an interesting report from the Bangladesh Power Development Board, analysis that the proposed Iran – Pakistan – India Gas pipeline may be stuck, as they put it, in “quick sand”. I found the paper’s discussion of how the pipeline could impact the strategic geopolitics of the regional particularly intriguing. First, some quick background: in […]
Read more »The Iran-Pakistan-India (IPI) Pipeline
July 17th, 2007
Via RIA Novosti, news that Iran, Pakistan, and India have agreed on a formula for the price of natural gas to be pumped through a pipeline that will link the three countries. According to the report, the deal has “…removed the main obstacle to the signing of a three-way agreement on building the 2,300 km […]
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.