Axis Of Oil
July 9th, 2010
Via Forbes, an interesting report on the petroleum-based relationship between India and North Korea. As the article notes: “…North Korea has found a new tap for its petrol thirst and at the same time a surprisingly significant trading partner–India. Bilateral trade between the two countries increased from an average of barely $100 million in the […]
Read more »Failed States = Frontier Investment Opportunities?
June 23rd, 2010
Via Impact Lab, a look at the latest failed states index and possible candidates for real frontier investment opportunities: “…The 10 states that fill out the top ranks of this year’s Failed States Index — the world’s most vulnerable nations — are a sadly familiar bunch. Shattered Somalia has been the No. 1 failed state […]
Read more »Iran Seeking Out Both The Asian and European Energy Markets
June 18th, 2010
Via Energy Daily, a report on Tehran’s agreement on a $7 billion natural gas pipeline deal with U.S. ally Pakistan in defiance of Western efforts to bring its economy to its knees. As the article notes: “…Iran is also gearing up to make a move to participate in the giant $11 billion Nabucco gas pipeline […]
Read more »Africa’s Business Opportunity
June 13th, 2010
Courtesy of The McKinsey Quarterly, an interesting report on Africa’s investment potential: “…Africa was among the fastest-growing parts of the world between 2001 and 2008, with average growth of 5.6 percent a year. While the commodity boom played a role, stable macroeconomic conditions coupled with structural reforms—including the privatization of state-owned enterprises and lowered barriers […]
Read more »Southeast Asia
June 3rd, 2010
Via Mark Mobius’ blog, a detailed look at Southeast Asia: “…Southeast Asia, which comprises mainly of the 10 member countries in ASEAN (Association of Southeast Asian Nations) and a few others, is an often overlooked region in Asia, as a result of being overshadowed by the Asian giants, China and India. The GDP of Southeast […]
Read more »The Competition For Central Asian Energy
June 3rd, 2010
Via the BBC, an interesting look at the growing competition for control of global energy resources which some feel could spark wars on Russia’s borders, including those in Central Asia. “…Problems that involve the use of military force cannot be excluded, that would destroy the balance of forces close to the borders of the Russian […]
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.