High Risk Investing – The New Trend in Energy
November 18th, 2012
Via Energy Daily, a look at investing strategies in the energy sector: Risk perception isn’t what it used to be. Ask the swelling ranks of Canadian junior oil and gas companies braving high-risk venues like Sudan, Iraq and even Yemen. Technological advances and the shale revolution are making risk easier to digest. And political risk […]
Read more »Forget the Silk Road, Hit The M3: Mozambique, Myanmar, Mongolia
November 14th, 2012
Courtesy of The Financial Times, a article on what some have termed the M3 Axis: Myanmar, Mozambique, and Mongolia: Emerging markets investors certainly love their acronyms. First came the Brics, courtesy of Jim O’Neil at Goldman Sachs. Rather less well-known are HSBC’s frontier market “Civets” – Colombia, Indonesia, Vietnam, Egypt, Turkey and South Africa. And […]
Read more »South Sudan: A Hard Road Ahead Over Its Oil
November 13th, 2012
Via The Financial Times, an article on South Sudan: Henry Odwar has a wonderful, but difficult job. The African politician must build up an oil industry in a country with proven reserves and a record of production. Unfortunately, Mr Odwar hails from South Sudan, the world’s newest country, with nascent legislation, and an adult population […]
Read more »The Sleepy Kingdom Comes Alive: Laos Rushes To Modernize
November 12th, 2012
Via Worldcrunch, a look at Laos: The feeling of lethargy still lingers in the streets of old Vientiane. Things, however, are beginning to change: the time for indolence is over. The capital of Laos, on the banks of the Mekong River, is brushing off its image as a sleepy, colonial market town by […]
Read more »The Arab World: A Blooming Market For Technology & Internet
November 11th, 2012
Via The Next Web, an interesting look at the Arab world and opportunities for technology and Internet related investments: 100 million Internet users, 286 million phone users, and a three trillion dollar economy. These are the three numbers that anyone should remember when looking at the Internet and technology opportunities in today’s Arab world. The […]
Read more »Sri Lanka: An Upper Middle Income Country by 2015
November 8th, 2012
Via ColomboPage, a report on Sri Lanka: Sri Lanka will become an upper middle income country with a per capita income of US$ 4,000 by 2015, the Governor of the Central Bank of Sri Lanka Ajith Nivard Cabral says. Sri Lanka’s current per capita income is expected to reach US$ 3,000 by the year’s end […]
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.