Archive for January, 2011

Trading ‘Til It Yurts…

Via The Financial Times, an update on the continued development of the Mongolian Stock Exchange: “…Mongolian yak butter futures, anyone? This week the London Stock Exchange said it had agreed a “strategic partnership” with the Mongolian Stock Exchange. The what? Does the LSE really share any strategic interests with a tiny stock exchange on the […]

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China: Herding Black Sheep

Via The Financial Times, an interesting look at China’s relationships with “black sheep” nations: “…As the 2008 Olympics approached, China underwent a crash course in the politics of overseas investments when human rights groups accused Beijing of holding a “Genocide Games” on the grounds that its oil investments in Sudan were sustaining a scorched earth […]

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The New BRICS On The Block: Which Emerging Markets Are Up and Coming?

Courtesy of Knowledge at Wharton, a report on the so-called “CIVETS” countries — Colombia, Indonesia, Vietnam, Egypt, Turkey and South Africa — which are now touted as hot markets.  As the article notes: “…Building on the foundation of the well-known BRIC countries — Brazil, Russia, India and China — a new set of up-and-coming emerging […]

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Frontier Markets To Be In DJ Classification

Via Index Universe, news that Dow Jones Indexes, one of the leading global index providers, is planning a new country classification system that will include frontier markets as a separate category for the first time.  As the article notes: “…The new system will begin to take effect in March 2011. Seventeen of the 35 countries […]

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Pakistan: Big Investment Profits Can Be Found In The Most Unlikeliest of Places

Via Nick Vardy, an interesting look at Pakistan as an investment destination. “…Much like BRIC rival Russia, Pakistan has an image as global troublemaker. The country veers regularly between weak civilian and military governments, none of them particularly confidence-inspiring. It has threatened to use its nuclear arsenal against India and, until recently, was selling these […]

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‘BRIC’ Creator To Add Newcomers To List

Courtesy of The Financial Times, an article on how Jim O’Neill, who coined the term “Bric”, is about to redefine further emerging markets and will explain the new approach to clients this month.  As the article notes: “…The chairman of Goldman Sachs Asset Management plans to add Mexico, South Korea, Turkey and Indonesia into a […]

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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.