The Oil Rush in West Africa – The New Wild West?
November 18th, 2011
Courtesy of Global Geopolitics & Political Economy, a report on the burgeoning “rush” for oil in West Africa. As the article notes: There is a new oil rush off the coast of West Africa. But there are fears that the sector is not sufficiently regulated, and watchdog groups are raising concerns about transparency and governance […]
Read more »Needed: An Economic Performance Index for Cities
November 17th, 2011
Courtesy of Parag Khanna, an interesting suggestion that – like climate, fresh water or food – cities should be thought of commodities to be priced and optimized for maximum benefit. But, as the article notes, for cities to be treated as an asset class alongside emerging market regions, commodities, or alternative financial products, governments and […]
Read more »The Silk Road: Rebuilt And Reborn
November 17th, 2011
Via CNN, a brief analysis of the “new” Silk Road: It is a trade link dating back half a century – spreading from the far reaches of Asia to Africa. From caravans carrying loads of goods across the deserts of the Middle East to ships sailing precious cargo to Europe, the ancient Silk Road is […]
Read more »The Case For Investing in Gems
November 16th, 2011
Courtesy of The Financial Times, a report on the investment potential of Global Emerging Markets (GEMs): In fact, emerging markets experienced strong inflows right through to December 2010, with an all-time high of £336m invested in October 2010. With 2011 seeing its fair share of bumps and jolts, retail investors have continued to invest in […]
Read more »Russia’s High Stakes Energy Geopolitics
November 16th, 2011
Via Global Research, a report on Russia’s energy geopolitics and the opening of Nord Stream: On November 7 the first of two pipelines for Nord Stream, the huge Russian-German gas pipeline project, began delivery of gas. The event was no minor affair. German Chancellor Merkel and Russian President Medvedev along with the prime ministers of […]
Read more »China’s African Safari: Hitting Bumpy Ground
November 16th, 2011
Via The Diplomat, an interesting look at China’s investment in Africa and how its unwillingness to recognize changing political realities there may prove to undo some of its African business gains of the last few years: China is accustomed to being welcomed across Africa, by democrats and dictators alike. Recent changes of government, however, have […]
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.