Mobius’ Emerging Opportunities
September 29th, 2008
Via The Financial Times, an interesting look at which emerging markets Mark Mobius (executive chairman of Templeton Asset Management) is focusing on, in spite of the recent credit-related financial turmoil. As the article notes, Mobius has long been at the forefront of drawing investors toward frontier markets, including Bangladesh, Botswana, Estonia and Tunisia, and now […]
Read more »Iran and Turkey: Increasing Maritime Cooperation
September 20th, 2008
Via Energy Daily, an interesting report on that Iran and Turkey have recently signed a memorandum of understanding on maritime cooperation. As the article notes, while this – at first glance – might seem a minor news item, it has – in fact – great potential commercial and military significance, as both countries not only […]
Read more »Turkey: Forging An Energy Partnership with Azerbaijan & Armenia?
September 15th, 2008
Via Stratfor, an interesting look at the possibility that Turkey, Armenia, and Azerbaijan will enter into an energy relationship to counter the effects of Russia’s gains in the region after its intervention in Georgia. As the article notes: “…Stratfor sources in Azerbaijan have said that Turkey plans to forge an energy relationship with Armenia — […]
Read more »Azerbaijan: Facing a New Energy Landscape
August 29th, 2008
Via Stratfor (subscription required), an insightful look at Azerbaijan and the new energy landscape facing it in light of Russia’s military defeat of Georgia. As the article notes: “…Russia’s military defeat of Georgia puts Azerbaijan in a difficult position. With all of its existing energy export routes now back under Russian control, Baku faces a […]
Read more »Turkey and Iran: Natural Gas Deal
August 7th, 2008
According to The International Herald Tribune, Turkey and Iran will probably sign a natural gas deal during Iranian President Mahmoud Ahmadinejad’s expected visit to the Turkish capital, Ankara. As the report notes: “…Ahmad Noorani, in charge of economic affairs at the Iranian Embassy in Ankara, said the two countries agreed in May on the construction […]
Read more »Mobius: Look at Turkey, Russia, and Poland
July 18th, 2008
As reported by BBJ.hu, Turkish, Russian and Polish stocks are the most attractive in emerging Europe, in the eyes of high-profile emerging markets fund manager Mark Mobius. As the article noted: “…Turkey would be at the top, then Russia and Poland as the most attractive equity emerging markets in the region,†Mobius, executive chairman of […]
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.