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 »Post-War Sri Lanka: Poised For Growth?
August 24th, 2009
Via Lanka Journal, an interesting look at the economic/investment prospects of a post-war Sri Lanka. As the article notes: “…IN SRI LANKA, THE INVESTMENT AXIOM that the best time to plunge into the market is when there is “blood on the streets” is tragically literal. More than 80,000 citizens of the tiny Indian Ocean island […]
Read more »Chinese Marketers Look Overseas
July 29th, 2009
Via Advertising Age (subscription required), a detailed look at how internationally-minded Chinese companies are trying to build brands and retail operations overseas, such as Li Ning (who hopes its Italian sportswear brand will appeal to hip teens), Chery, Haier, and Lenovo. As the article notes: “…The global recession has turned cash-hungry western companies into takeover […]
Read more »Failed States: Potential Investment Opportunities?
July 28th, 2009
Courtesy of Foreign Policy, their annual Failed States Index which looks at the world’s most fragile countries suffering from virulent economic crisis, countless natural disasters, and government collapse. As the article notes: “…Yemen may not yet be front-page news, but it’s being watched intently these days in capitals worldwide. A perfect storm of state failure […]
Read more »Blue Stream 2: Maybe Not a Pipe Dream…
May 21st, 2009
Via Stratfor (subscription required), interesting analysis of the latest natural gas project proposals signed by Europe, Turkey and Russia in recent weeks. As the article notes, while most of the proposed projects likely are little more than pipe dreams, the Blue Stream agreement between Russia and Turkey is by far the most politically and logistically […]
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.