Pipelines Of Empire
November 13th, 2013
Courtesy of STRATFOR (subscription required), an interesting analysis of the geopolitical impact of pipelines in Europe: At this juncture in history, the fate of Europe is wound up not in ideas but in geopolitics. For millennia, eruptions from Asia have determined the fate of Europe, including invasions and migrations by Russians, Turkic tribes and Byzantine […]
Read more »The New Emerging Market Multinationals
November 5th, 2013
Via the European Financial Review, an interesting look at four strategies for disrupting markets and building brands being used by emerging market multinationals: In the past decade, a new breed of challenger businesses and brands has burst upon the world stage. Below, Amitava Chattopadhyay, Rajeev Batra, and Aysegul Ozsomer discuss how emerging market multinational corporations […]
Read more »Portrait Of A Frontier Investor
October 30th, 2013
Courtesy of the Financial Times, an interesting look at Schulze Global Investments, a frontier market investment fund: Pioneer fund: Gabriel Schulze is upbeat about Ethiopia No sooner had US investor Gabriel Schulze moved to China to gain a foothold in the world’s most promising untapped markets eight years ago than he realised he was already […]
Read more »South Sudan Hopes To Attract New Oil Investment
October 30th, 2013
Via STRATFOR (subscription required), an interesting update on South Sudan: Oil workers at the Thar Jath field in Unity state, South Sudan. Summary The South Sudanese Energy Ministry’s Oct. 29 announcement that it will auction off a number of oil concessions by the end of 2013 illustrates the country’s need to attract foreign oil companies […]
Read more »Investment Opportunities In Cameroon
October 29th, 2013
Via Ventures Africa, a look at Cameroon: Things have continued to improve in Cameroon since the global recession in 2009 hampered its already delicate economy. The central African country endured a near-decade recession, which started in 1987 and ended in 1994. Real GDP per capital declined by more than 40 percent from $1,115 in 1987 […]
Read more »Bringing Central Africa’s Minerals To Port
October 29th, 2013
Via STRATFOR (subscription required), analysis of how several southern African nations are competing to bring minerals produced in Africa’s landlocked regions to ports along the coastline: A freight train at South Africa’s port of Durban. Summary A competition is developing among several southern African nations to bring minerals produced in Africa’s landlocked regions to ports […]
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.