Emerging Markets – Decoupled From The Crisis?
October 20th, 2011
Via Emerging Markets Insight, a highly interesting pair of charts analyzing the results of Frontier Strategy Group’s proprietary model to test the assumption that “emerging markets are decoupled from western economies (G7)”: “…In 2008, we found that certain markets such as Nigeria and Peru were not only decoupled but provided multinationals with consistently high growth […]
Read more »BP Pipeline – Late But Good
October 15th, 2011
Via The Financial Times, a commentary onBP’s recently announced plans to use the existing infrastructure of Turkey and Azerbaijan to bring gas to the Turkish-Bulgarian border where it would be picked up by the Southeastern European Pipeline (SEEP) and transported through Bulgaria and Romania to Hungary and the rest of central Europe: For years the […]
Read more »The Great Rate Divide: Hikes In Frontier Markets Match Emerging Markets Cuts
October 14th, 2011
Courtesy of The Financial Times, an interesting look at a number of frontier markets that raised their interest rates recently. As the article notes: “…While Indonesia this week made headlines by becoming the latest emerging market to cut interest rates, Nigeria added its name to a growing list of frontier markets that have this month […]
Read more »Libyan Stock Market Catches The Eye Of Intrepid Frontier Market Investors
October 12th, 2011
Courtesy of The Financial Times, an interesting article on the promise of Libya’s fledgling stock market in light of the recent changes in the country. As the report notes: “Libya’s fledgling stock market is attracting investor attention as the country’s new rulers aim to relaunch it after a wartime shutdown of more than six months. […]
Read more »Iran, Korea To Build Oil Pipeline
October 10th, 2011
Via the PakObserver, a report that Iran and South Korea have signed a contract to construct a 1,680-kilometer pipeline to transport oil from the Caspian Sea in the north to the Sea of Oman in the south. According to the article: “…The pipeline, which will transport crude oil from the port of Neka in northern […]
Read more »Surging Economies, in Search of Surging Stocks
October 9th, 2011
Courtesy of The New York Times, an interesting article on the resilience of emerging economies: “…IDEAS that come into vogue and fail to pan out may not be wrong, just early. Is “decoupling” one of those ideas, and has its time come at last? Decoupling holds that rapid growth in emerging economies will support their […]
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.