China’s Central Asia Balancing Act: Sino-Turkmen Energy Cooperation
August 8th, 2012
Via The Diplomat, some commentary on how recent Sino-Turkmen energy cooperation gives Beijing greater maneuverability in navigating the treacherous geopolitics of the region: Recently, Beijing played host to senior officials from Turkmenistan to discuss ways to enhance their energy cooperation. The Turkmen-Chinese Cooperation Committee (TCCC) – and its more significant subcommittee on energy – forms […]
Read more »Africa’s Retail Promise
August 8th, 2012
Via The Financial Times, a look at Africa’s retail opportunity: When Taiwo Animashaun, who works at Tastee Fried Chicken in Lagos, needed a new hotplate, she decided to try the plush Ikeja City Mall, which opened in December, instead of her local market. Within minutes of entering Shoprite, the South African supermarket that anchors the […]
Read more »Emerging Markets Vs. Frontier Markets
August 8th, 2012
Courtesy of NASDAQ, a comparison of frontier markets against emerging markets: It is a good exercise to compare and contrast the primary categories of emerging market investing: emerging markets and the sub-category, or maybe more appropriately described sibling: frontier markets. Prior to the emergence of the term emerging markets, In the 1970’s these countries were referred […]
Read more »Going Beyond The BRICS To Invest In MIST
August 8th, 2012
Via NASDAQ, an article on the MIST investment opportunity: Jim O’Neill of Goldman Sachs is well known as the man who coined the acronym BRIC. He has now created another acronym gaining traction thanks to a fund he launched last year: MIST, which stands for Mexico, Indonesia, South Korea and Turkey. The MIST countries are […]
Read more »Multinationals Reevaluating Growth Targets in Latin America
August 6th, 2012
Via Emerging Markets Insight, a look at South America: Weaker regional growth in the first half of the year has driven multinationals to reevaluate their growth targets for 2012 as Argentina’s business landscape grows increasingly unnerving, Brazil’s economy slows, and devaluation risks in Venezuela swell as President Chavez drives up fiscal spending as part of […]
Read more »When Russia Joined The Kurdistan Oil Rush…
August 3rd, 2012
Courtesy of Oil & Glory, a look at Russia’s interest in Kurdistan: After four unanswered triumphs by autonomy-minded Kurdistan, the ball is firmly in Baghdad’s court — it must craft a response to growing defiance by the world’s biggest oil companies, which have been signing exploration deals with the northern region. Baghdad claims the right […]
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.