Archive for March, 2008

Iran Continues to Support Idea of Gas Cartel
March 12th, 2008

Via Upstream Online, a report that Iran has stated that it believes an Opec-style cartel for natural gas producers could help cut production and costs and benefit customers.  According to the article: “…Iran supports setting up a body that would guarantee the rights of both consumers and producers,” vice minister at the Oil Ministry Ali […]

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Emerged Markets?
March 11th, 2008

As analyzed by Knowledge at Wharton, many emerging markets show signs of a strong and growing middle-class population, leading some observers to wonder whether the term ’emerging markets’ has lost some of its meaning. As the article notes: “…Initially, the phrase applied to fast-growing economies in Asia and was used in Eastern Europe after the […]

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Frontier Funds
March 11th, 2008

As recently reported by The Financial Times, the subprime-driven credit crisis is causing some people to look at frontier markets for unconventional, uncorrelated returns.  As the article notes: “…Godvig Capital Management’s Babylon Fund, which aims to profit from the rehabilitation of Iraq, is one of a growing band of ‘frontier funds’ which seek returns in […]

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Posted in Cuba, Iraq, North Korea | Comments Off on Frontier Funds

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China’s Energy Diplomacy
March 11th, 2008

Via Energy Daily, an interesting analysis of China’s energy diplomacy as part of the country’s quest for energy to feed its export economy as well as its strategic competition with India for both resources and regional influence.  In addition to building of a port in Pakistan, its extra-polite friendship with the rulers of Myanmar and […]

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Posted in China, India, Myanmar | Comments Off on China’s Energy Diplomacy

Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.

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