Burmese Dreams?
September 30th, 2009
While not specifically investment oriented, an interesting New York Times Op-Ed on Myanmar and the likely path forward in this enigmatic country & market in the short-term: The U.S. decision to engage with Myanmar’s generals is a recognition of reality, however brutal. Years of sanctions have failed. Emotional support for the jailed opposition leader Daw […]
Read more »Pipeline Politics
September 25th, 2009
Via The Asia Times, a detailed report on pipeline politics in Europe and Russia, where the main challenge is about energy and influence in the “old continent”. As the article notes: “…For three centuries, Russia has attempted to gain access to the Mediterranean Sea, and all this time the traditional European powers, France and Britain, […]
Read more »Africa and Oil: Can The Resource Curse Be Avoided?
September 25th, 2009
Via Foreign Policy, an interesting Eurasia Group commentary on major new oil finds in Uganda, Ghana, and Sierra Leone and whether they will bolster government revenue, finance social spending, and lift entire communities out of poverty — or not. As the article notes: “…The resource curse is about to be put to the test again […]
Read more »Laos: Communism or Capitalism?
September 19th, 2009
Courtesy of The New York Times, an interesting report on Laos. As the article notes: “…Hammer-and-sickle flags flutter above government offices in downtown Vientiane, and the entrance to the national museum is decorated with massive sculptures glorifying the workers’ revolutionary struggle. Officially, this sparsely populated country is still communist — and has been since 1975. […]
Read more »A Closer Look At The Next Eleven (N11)
September 18th, 2009
While we do not endorse Nicholas Vardy’s Global Guru service, we did find a recent newsletter interesting due to its focus on other emerging economies. As the report noted: “…Investment bank Goldman Sachs compiled a list called the “Next 11” (N11) back in 2005 — countries it thinks can rival the BRICs in terms of […]
Read more »National Oil Companies: States In Play?
August 24th, 2009
Via Foreign Policy, an interesting short review of national oil companies and the “haves/have-nots” therein. As the report notes: “Big oil,” as Daniel Yergin notes, isn’t what it used to be. Forget the “seven sisters” — those huge companies that dominated the oil business in the 20th century. Today, at least 80 percent of oil […]
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.