Can Sri Lanka Leverage Its Location as Indian Ocean Hub?
June 27th, 2016
Via The Diplomat, an interesting look at Sri Lanka: Sri Lanka is in an enviable location. The busy East-West shipping route passes just six to ten nautical miles south of the island. More than 60,000 ships ply this route annually, carrying two-thirds of the world’s oil and half of all container shipments. Sri Lanka is […]
Read more »Investors Combine To Create Pan-African Energy Group
June 23rd, 2016
Via The Financial Times, a report on a new company aiming to supply power to 30 million Africans: Infrastructure investors have launched a $3.3bn joint venture to create one of the biggest pan-African energy companies, as the private sector increasingly looks beyond individual projects to tackle the continent’s power shortages. The Africa Finance Corporation, a […]
Read more »New Silk Road: Transporting Laptops and Frozen Chicken
May 18th, 2016
Courtesy of the Financial Times, a report on the new Silk Road: Illustrated map depicting the journey of the Venetian merchant Marco Polo (1254 – 1324) along the silk road to China If the ancient Silk Road developed to enable trade in fine cloths and spices, the new one will transport computer equipment and frozen […]
Read more »New Silk Road: One Step Closer To Reality
May 7th, 2016
Via the World Economic Forum, a report on the new Silk Road: The Asian Infrastructure Investment Bank will help fund a highway in Pakistan, a road project in Tajikistan, and a ring road in Almaty, Kazakhstan, according to people with knowledge of the projects and tender documents. The AIIB was formally launched in January after attracting dozens […]
Read more »Competition for Southeast Asia’s Railways
May 4th, 2016
Courtesy of STRATFOR (subscription required), an interesting look at the competition between China and Japan over the right to build up Southeast Asia’s railways: Forecast In the coming years, Southeast Asia will build up connectivity through projects that include high-speed rail, as part of its broader integration goals. Lacking the capital to fund these efforts […]
Read more »Chile: Calm Eye Amidst A Commodity Price Storm
April 29th, 2016
Courtesy of STRATFOR (subscription required), updated analysis on Chile: Forecast Despite the shock from falling copper prices, Chile’s responsible management of public finances will ensure a measure of domestic economic stability in years to come. The repeal of Chile’s binomial electoral system could lead to more small parties reaching the National Congress in the next […]
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.