Intel Invests in Jordan and Lebanon
November 8th, 2010
Via Fast Company, a report on Intel’s latest cash infusion to three Middle Eastern firms. As the article notes: At last week’s World Economic Forum (WEF) meeting in Marrakech, one interesting announcement largely flew over Western heads: Intel Capital has made large-scale investments in three Jordanian and Lebanese companies. Lebanese VoIP firm Nymgo received their […]
Read more »Looking For New Frontiers
October 27th, 2010
Courtesy of Mark Mobius’ blog, an interesting commentary on frontier markets and the need to clarify some misperceptions of such investment opportunities: “…Going back to the concept of frontier markets – be it investing or entering a new field, I believe that the better one appreciates the inherent risks in the ventures, the better one […]
Read more »“Small Oil” Ascends
October 27th, 2010
Via Foreign Policy, an interesting report on the rise of “small oil”, upstart companies such as PetroVietnam and Ghana National Petroleum Company. As the article notes: “…Chevron is drilling again in the Gulf of Mexico, and the rest of Big Oil won’t be far behind now that the Obama administration has cleared the way, the […]
Read more »China, Oil, and A New Great Game: Pipelineistan & The 21st Century Silk Road
October 14th, 2010
Courtesy of CBS News, an interesting report on China’s petroleum ambitions in Central Asia. As the article notes: “…Future historians may well agree that the twenty-first century Silk Road first opened for business on December 14, 2009. That was the day a crucial stretch of pipeline officially went into operation linking the fabulously energy-rich state […]
Read more »Looking For The Final Frontier…Pakistan to sub-Saharan Africa
October 10th, 2010
Courtesy of The Financial Times, an interesting article on one fund’s search for the final frontier of investing. As the report notes: “…Insparo’s African and Middle East fund passed its second anniversary in June, outperforming the emerging market universe by focusing on what the team calls the last frontier. This covers the area from Pakistan […]
Read more »Why Wal-Mart Went Shopping in Africa
October 1st, 2010
Courtesy of The Harvard Business Review, a thoughtful analysis on Wal-Mart’s African acquisition and strategy. As the article notes: “…Wal-Mart, the world’s biggest retailer, made a $4.6 billion (32 billion rand) offer on September 27th to acquire the South African retail chain, Massmart Holdings. If it goes through, the acquisition will represent the American retailer’s […]
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.