Frontier Markets
December 12th, 2010
Via The Financial Times, a report on one institutional investor’s views on frontier markets. As the article notes: “…Frontier market valuations have fallen significantly over the past two years and are attractive, according to BlackRock, which is launching an investment trust to take advantage of the opportunity. “We think it is the right time to […]
Read more »Pipelinestan: TAPI Moves One Step Forward
December 12th, 2010
Via The New York Times, a report that the long-discussed plan to build a regional natural gas pipeline across war-ravaged southern Afghanistan, long thought to be impractical given the dismal security there, moved a step closer to becoming a reality. As the article notes: “…The leaders of Turkmenistan, Pakistan and Afghanistan and India’s energy minister […]
Read more »Economic Cost Of A Potential ‘Third World’ War In Africa
November 25th, 2010
Via The Financial Times, an interesting report on the economic cost to Africa of potential renewed conflict in Sudan: “…For foreign investors, frontier markets don’t come much wilder than south Sudan. But what happens in that land-locked expanse of scrub also matters to people who’ve ploughed their money into more “civilised” places next door, such […]
Read more »An Integrated Latin America
November 25th, 2010
Via Mark Mobius’ blog, an updated assessment of Latin American markets: “…At the end of November 2010, Chile, Colombia and Peru are planning to integrate their stock exchanges, providing local investors with more investment opportunities and also allowing companies to access a broader investor base. We are likely to see increased foreign investor participation with […]
Read more »The Cuban Oil Crisis? Russia’s Gazprom To Drill In Cuban Waters
November 16th, 2010
Courtesy of The New York Times, a report that Gazprom is going to drill for oil in Cuban waters: “…The Russian energy giant Gazprom has joined a growing list of companies that plan to drill for oil in the waters off Cuba, close to the United States but out of reach of its safety regulators. […]
Read more »Frontier Investing
November 12th, 2010
Courtesy of GuruFocus, some interesting frontier markets commentary from Dr. Marc Faber: “…I think there may be a window of opportunity left in frontier markets. Let me explain. In last month’s report, I noted that we should think of the US as a “huge money-printing machine that produces an unlimited quantity of dollars”. Most 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.