Oil Groups Rush To Grab Slice Of East Africa
February 20th, 2011
Via The Financial Times, a report on the renewed interest in East Africa’s energy sector: Around Christmas last year Brian Hall, chief executive of oil explorer Aminex, got a phone call from his head of operations in Tanzania. A problem at an offshore gas field was compounding electricity shortages in Dar es Salaam, the country’s […]
Read more »Investors Look To Africa
February 19th, 2011
Via The Globe and Mail, an interesting report on African investment opportunities. As the article notes: “…Emerging markets are looking downright emerged these days, with their healthy finances, growing diplomatic clout and pricey stock markets. Now, some investors are casting their gaze upon a new opportunity: Africa. Long known as a resource-rich region to international […]
Read more »A Dry Canal: China’s Proposed Alternative To The Panama Canal
February 18th, 2011
Via The Financial Times, a look at a proposed Panama Canal rival being discussed by China and Colombia: “…China is in talks to build an alternative to the Panama Canal that would link Colombia’s Atlantic and Pacific coasts by rail – a move that Bogotá also hopes will spur Washington to push for Congressional approval […]
Read more »LUSTI vs. BRICs
January 31st, 2011
Via Edge Perspectives, an interesting look at LUSTI nations (Lebanon, United Arab Emirates, Singapore, Tunisia and Israel), nations that – in the evolving global business landscape – the article believes will thrive as small countries and urban spikes becoming the focus of economic value creation and large national governments become increasingly marginalized. As the report […]
Read more »Colombia: From Violence and Drugs To Returns?
January 29th, 2011
Via Nick Vardy, an interesting look at Colombia: When you hear the name “Colombia,” two other words probably spring to mind: “violence” and “drugs.” Indeed, for most investors, it’s hard to imagine Colombia as anything but a “Scarface”- style narco state. Yet, this popular image of Colombia does not do the country justice for the […]
Read more »Trading ‘Til It Yurts…
January 24th, 2011
Via The Financial Times, an update on the continued development of the Mongolian Stock Exchange: “…Mongolian yak butter futures, anyone? This week the London Stock Exchange said it had agreed a “strategic partnership” with the Mongolian Stock Exchange. The what? Does the LSE really share any strategic interests with a tiny stock exchange on the […]
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.