Archive for July, 2008

Venezuelan Issues

Courtesy of NPR, a review of the state of affairs in Venezuela’s oilpatch.  As the article – an interview with Michael Shifter with the Inter-American Dialogue in Washington – notes:  …Hugo Chavez has introduced a new form of governance. And there was a strike at the oil company at the end of 2002, early 2003. […]

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The Thai Market: Opportunity for Those With A Strong Stomach?

The Wall Street Journal offered an interesting look at the Thai stock market today, speculating that perhaps some value-based opportunities may be present. As the article notes: “…The worsening political problems in Thailand could be a buy signal for its battered stock market. That is, if you’re an investor who can stomach the country’s alarming […]

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Cuba Reaches out to Brazil

Courtesy of Project Syndicate, an excellent analysis of Cuba’s gradual process of changing Cuba’s economy and international relations and – most specifically – efforts to ensure Cuba is not held captive by its one international supporter at present: Venezuelan President Hugo Chavez. “…Castro believes in giving farm workers greater incentives. He has authorized the sale […]

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Russia-ing North: A Plan To Develop Arctic Oil Reserves

From The Star.com, news that the Kremlin will handpick companies to develop the vast oil reserves believed to be located in the Russian Arctic.  As the article notes:  “…Medvedev outlined priorities for developing some of Russia’s richest and most challenging oil deposits.  The government will take the unusual step of selecting companies to develop the […]

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Gulf Continues to Accelerate

Via Arabian Business.com, an interesting article detailing the biggest share gainers in the Gulf during the first half of 2008.  According to the report: “…Four of the world’s top ten performing stock exchanges are in the Gulf. Oman’s main stock index has gained 29.4 percent since the beginning of the year as Kuwait advanced 21.3 […]

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Geopolitics of Iran

Via Stratfor (subscription required), an excellent analysis of Iran.  As the piece notes: “…Iran is the 17th largest country in world. It measures 1,684,000 square kilometers. That means that its territory is larger than the combined territories of France, Germany, the Netherlands, Belgium, Spain and Portugal — Western Europe. Iran is the 16th most populous […]

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ABOUT
WILDCATS AND BLACK SHEEP
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.