Archive for April, 2008

The New Silk (Rail)Road

An interesting article in Windows on Eurasia, analyzing how two enormous railroad projects – one going north-south between Iran, Russia and Azerbaijan, and a second backed by the West going east-west between Europe and Central Asia – may play an even larger role than oil in defining the geopolitics of Eurasia.  As the article notes: […]

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If Not Decoupling, Perhaps Less Coupling…?

Via The Financial Times, interesting analysis by Mark Mobius as to whether or not the US recession will hinder emerging market stocks.  As the article notes: “…there is strong dissonance between what is happening in emerging markets and the frightening subprime news coming out of the US and UK markets …Emerging markets this year are […]

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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.