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 »The “Gas OPEC” Comes To Life
December 11th, 2009
Courtesy of Stratfor (subscription required), analysis of the recent decision by eleven natural gas exporters to join together to form a cartel. As the article notes: “…Leonid Bokhanovsky, a long-time executive at Russian energy construction firm Stroytransgaz, was selected to be the first secretary-general of the Gas Exporting Countries Forum (known colloquially as the “Gas […]
Read more »Banking on The West Bank?
November 10th, 2009
Courtesy of The Providence Journal, an article examining the potential of the West Bank as an investment opportunity. As the report notes: “…FOR NEARLY 30 YEARS, I’ve made my living identifying golden opportunities to invest in the bonds and other debt instruments of such developing world countries as El Salvador, Nigeria, Turkey and Zambia. I’ve […]
Read more »Kazakh Oil: Greasing An Improved Russia – Turkey Energy Partnership
October 26th, 2009
Via Foreign Policy, a brief analysis of the role that Kazakh oil is playing in the closer ties between Russia and Turkey over energy. As the article notes: “…Turkey’s dream of becoming the energy hub of the region, benefiting from all the pipelines either up and running or on paper, in Eurasia, is one step […]
Read more »Barron’s: Sub-Saharan Africa’s Fields of Dreams
October 20th, 2009
Courtesy of Barron’s, a report on some emerging new fields in sub-Saharan Africa. As the article notes: “…Until relatively recently, big oil gave little thought to sub-Saharan Africa beyond the coast of Nigeria and Angola. That’s changing rapidly after a significant find off the Atlantic coast of Sierra Leone, where both Anadarko Petroleum and U.K.-based […]
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.