Archive for June, 2011

China Winning the Race for Central Asia’s Energy Riches

Via the CleanTechies blog, a report on how China is presently winning the race for Central Asia’s energy riches: Many western analysts have described the post-Soviet tussle for Caspian and Central Asian energy reserves as the new “Great Game, except this time around, Russia is facing the U.S. rather than the British empire. To a […]

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Kyrgyzstan’s Gold Rush On Ice

Via Reuters, a very interesting article on the difficulties of investing in Kyrgyzstan: The bus loaded with supporters of a planned $100 million mine had just left its remote Kyrgyz village when a mob on horseback blocked the road. What happened next was a warning to foreign mining companies who had hoped democracy in Kyrgyzstan […]

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U.S. Companies Race to Catch Up in Africa

Courtesy of The Wall Street Journal, an interesting look at growing U.S. corporate interest in Africa: During a series of trips to Africa last year, Tim Solso had a realization: China was beating him at his own game. So the chief executive of Cummins Inc., a maker of truck and machinery engines, vowed to catch […]

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Cambodia’s (Financial) Return

Via The Financial Times, an interesting article on the increased interest in Cambodia.  As the article notes: Cambodia, once regarded as a spill-over investment from Vietnam, is showing signs of standing on its own feet as frontier funds start to produce strong returns. Frontier investors such as Leopard Capital – a private equity fund which […]

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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.