Myanmar And Vietnam: The Pros And Cons
March 21st, 2012
Courtesy of The Financial Times, a report on how Myanmar’s opening may impact Vietnam’s longstanding economic engagement with that country. As the article notes: The scramble for Myanmar among Western investors has yet to extend far beyond scouting trips and vague statements of intent. Not so with companies from Vietnam, which had few qualms about […]
Read more »Africa: Ten Cities To Watch
March 17th, 2012
Via The Financial Times, a look at some African cities to watch. As the article notes: Everyone is talking up Africa’s potential for growth – but in a continent with more than a billion people, where should foreign companies focus their attention? According to research by Frontier Strategy Group, Africa will have 73 cities of […]
Read more »Mozambique: Share And Share Alike…
March 16th, 2012
Via The Financial Times, a report on Mozambique’s efforts to balance its agreements with international companies interested in investing in its natural resources. As the article notes: Mozambique is attracting the interest of foreign investors with its potentially huge coal and gas riches – which has sparked a debate in the country about whether the […]
Read more »South Sudan: A Tricky Sell In NYC
March 12th, 2012
Courtesy of The Financial Times, a report on South Sudan: It’s not easy convincing investors that your brand-new country is worth backing. Last July, Riek Machar, South Sudan’s vice president, was in New York to mark his newly-independent country’s admission to the United Nations. As he did so as the oil wealth that provides 98 […]
Read more »New Seven Sisters and State Owned Entities: Seeing Slower Growth
March 9th, 2012
Via Bloomberg, a report that state-owned entities in many BRIC countries are seeing slower growth as shareholder value is sidelined by other priorities. As the article notes: Investors in the biggest state- controlled companies are being punished with the lowest valuations in six years by emerging-market leaders putting public services ahead of shareholder profits as […]
Read more »Africa: No Major Changes In Forecast
March 9th, 2012
Via Emerging Markets Insights, a look at African economic growth rates in the past month and a likely forecast ahead: Relatively high commodity prices are supporting government spending plans for most oil and gas exporters in the Middle East and Africa. If rising tensions involving Iran and Israel turns into a conflict, then commodities prices […]
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.