Archive for February, 2011

Drilling Down Into Crude Hot Spots: The Potential For Unrest

Via The Globe and Mail, a look at oil producing regions around the world and the potential for unrest: “…Whether you produce the stuff, refine it, consume it or speculate in it, it’s impossible to separate oil from political risk. Today the focus is on Egypt and Libya. Tomorrow, it could be Algeria, Saudi Arabia […]

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Egypt, Libya, and The Folly Of The BRICs

Courtesy of The Harvard Business Review, an interesting examination of the inherent instability of emerging and frontier markets that often goes unnoticed in the media / investment worlds’ portrayal of the opportunities therein: “…What do Egypt, Iran, Pakistan, and Nigeria all have in common? They are very populous, Muslim-majority countries, all facing constant political unrest […]

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Kazakhstan Embraces Chinese Investment

Via The Financial Times, a look at the expanding relationship between China and Kazakhstan: “…Kazakhstan announced billions of dollars in deals with China on Tuesday, underlining central Asia’s gradual shift away from Moscow and towards Beijing. Meeting in Beijing on Tuesday, President Nursultan Nazarbayev of Kazakhstan and his Chinese counterpart Hu Jintao signed a series […]

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Oil Groups Rush To Grab Slice Of East Africa

Via The Financial Times, a report on the renewed interest in East Africa’s energy sector: Around Christmas last year Brian Hall, chief executive of oil explorer Aminex, got a phone call from his head of operations in Tanzania. A problem at an offshore gas field was compounding electricity shortages in Dar es Salaam, the country’s […]

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Courtesy of The Globe and Mail, a detailed look at Myanmar: “The Rangoon Auto Salon is pulsing. Three dozen of Myanmar’s rich and powerful have put their muscle cars and SUVs on display for the invitation-only event, held outside a nightclub where a bottle of foreign liquor costs more than the average monthly salary. As […]

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Investors Look To Africa

Via The Globe and Mail, an interesting report on African investment opportunities.  As the article notes: “…Emerging markets are looking downright emerged these days, with their healthy finances, growing diplomatic clout and pricey stock markets. Now, some investors are casting their gaze upon a new opportunity: Africa. Long known as a resource-rich region to international […]

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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.