Rebuilding History: BRIC By BRIC
January 24th, 2010
Courtesy of The Financial Times, an interesting historical look at the term BRIC and how it came to be. While we primarily track black sheep markets even further off the radar than BRICs, this article is both entertaining and instructive: “…On the desk of Jim O’Neill, chief economist for Goldman Sachs, stand four flimsy flags. […]
Read more »Continued Rise Of National Oil Companies
December 24th, 2009
Courtesy of Seeking Alpha, an interesting look at the continued rise of national oil companies: “…Iraq currently boasts the world’s third-largest proven reserves of conventional crude oil, behind Iran and Saudi Arabia. Figure 1 shows countries with the largest crude oil reserves. If Canada’s tar sands were factored in, then Iraq would be edged into […]
Read more »Paving The New Silk Road With Oil: China’s Pipelineistan
December 24th, 2009
Via The Asia Times, an in-depth look at the strategic and regional implications of the 1,833-kilometer Central Asia Pipeline from Turkmenistan to China. As the article notes: “…For all the rhapsodies on the advent of the New Silk Road, it may have come into effect for good last week, when China and Central Asia got […]
Read more »Bhutan’s Fledgling Bourse
December 18th, 2009
Via Reuters, an interesting look at Bhutan’s stock exchange, where stocks are traded on just four computers — when they have not crashed — only twice a week. As the article notes: “…I’ve got one order to sell 2,820 shares,” said 23-year-old Deki Peldon, the only broker for today’s short trading hours in Thimphu, the […]
Read more »Next Investment Frontiers: Mobius On Mongolia
December 12th, 2009
Via Mark Mobius’ blog, a look at Mongolia’s investment potential. As the article notes: “…Many people have asked me what are frontier markets? In summary, they are the next emerging markets and include the likes of Kazakhstan, Romania, Nigeria and Vietnam. The key characteristics are the fact that they are overlooked by investors and have […]
Read more »China’s Scramble To Invest In Africa
December 12th, 2009
Courtesy of The Financial Times, a thoughtful and balanced article on China’s investment into Africa. As the report notes: “…A few years ago, Lukas Lundin, a mining executive, rode his motorbike 8,000 miles from Cairo to Cape Town. His journey, which took just five weeks, meandered through 10 countries, including Sudan, Ethiopia, Malawi, Zambia and […]
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.