Archive for July, 2010

Africa’s Emerging Consumer Class

Courtesy of The Financial Times, a report on the emergence of a large consumer class in Africa.  As the article notes: “…If you weren’t already convinced of Africa’s growth story, here’s another quote to add to the ever-growing chorus of investors keen on the continent, courtesy of Mark Richards of Actis, one of the biggest […]

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China’s Petroleum Investment In Iran

Via The Khaleej Times, a report that China has invested around 40 billion dollars in Iran’s oil and gas sector.  As the article notes: “…Deputy Oil Minister Hossein Noqrehkar Shirazi also said that Teheran’s oil exports to China fell by 30 percent in the first six months of 2010 compared with the corresponding period last […]

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Kazakhstan: Deep Value?

Via The Financial Times, an up-to-date look at Kazakhstan and recent market performance there.  As the article notes: “…Value investors tend to think of themselves as having a stronger character than the rest of the crowd. They certainly need it, since they often have to live with losing positions for uncomfortably long periods. Right now […]

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A Central Asian Conundrum: Bringing Petroleum To The World

Courtesy of The New York Times, a detailed look at the geopolitical challenge of bringing Central Asian petroleum to the world.  As the article notes: “…Even as the petroleum industry continues drilling in the Gulf of Mexico at considerable expense and risk, a single field here in Central Asia stands ready to produce two-thirds as […]

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Indonesia Close Up

Courtesy of Knowledge at Wharton, an insightful interview of Gita Wirjawan, a 44-year-old former investment banker with Goldman Sachs and J.P. Morgan, who last year became Indonesia’s chairman of Badan Koordinasi Penanaman Modal (BKPM), the country’s Investment Coordinating Board, a ministerial-level post. He believes his country has been misunderstood in the past, and has a […]

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A Port In A Storm: China Leases North Korean Port

Via Yonhap, a report that China has acquired the rights to use another one of North Korea’s northeastern ports.  As the article notes: “…China has used the North Korean port of Rajin in North Hamgyong Province for commercial trade since 2008. An official at the Tumen city government in northeast China said that a Chinese […]

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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.