Ghana Takes The Lead
February 5th, 2018
Via Bloomberg, a report on Ghana, whose economy is forecast to expand the fastest on the continent in 2018: Africa’s likely star economic performer this year isn’t in much doubt, according to all three of the international lenders focusing on the continent. Ghana’s post-election upswing now is looking so strong that the country is poised to […]
Read more »Paraguay: Exploiting Its Natural Advantages
January 31st, 2018
Courtesy of STRATFOR (subscription required), a detailed look at Paraguay: Highlights Paraguay is taking advantage of its low production costs and geographical proximity to Argentina and Brazil to attract struggling low-end manufacturing companies from the regional giants. Brazilian producers of textiles, auto parts and plastic goods will continue to flock to Paraguay to escape Brazil’s […]
Read more »Guyana’s Petroleum Future
October 30th, 2017
Courtesy of STRATFOR (subscription required), a look at Guyana’s petroleum future: Highlights ExxonMobil will start producing oil from offshore wells in Guyana by 2020. The country’s initial oil production is expected to begin at around 120,000 barrels per day. Guyana’s government likely will become dependent on oil revenue over the next decade. But greater oil […]
Read more »China Takes Stake In Russian Oil Company Rosneft
September 28th, 2017
Via Eurasia Review, a report on a new chapter in Russia-China energy ties: Russia has opened its doors wider to Chinese investment with the sale of a share in state oil company Rosneft, but financial pressures and sanctions may have given it little choice. In a surprising development on Sept. 8, privately held CEFC China Energy […]
Read more »The Opaque Trading Network Keeping North Korea Afloat
September 12th, 2017
Courtesy of the Financial Times, a look at the web of rusty ships and shell companies keeping North Korea afloat despite tightening sanctions: For a Hong Kong company managing a small fleet of cargo ships, Union Link International hoists an exotic array of flags, from China and Tanzania to the Pacific island nations of Niue […]
Read more »Emerging Markets In 2050
September 9th, 2017
Via ValueWalk, an interesting look at emerging markets in 2050: Not long from now, the entire notion of “emerging markets” will go the way of telephone land lines and gasoline-powered cars. Soon, so-called “emerging” markets will be bigger than those that have (supposedly) been granted “developed” status. I’ve written before about how it’s strange to speak […]
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.