Archive for August, 2011

Burma’s Currency Crisis

Courtesy of The Financial Times, a report on Burma’s rather surprising currency crisis: “…The kyat has appreciated by almost 25 per cent on the grey market over the past year, and the country’s export industries, never in good health at the best of times due to a combination of sanctions and the government’s economic illiteracy, […]

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Pakistan: Big Market, Bigger Risk

Via Forbes, an interesting article on the potential of Pakistan’s nascent online economy: “…In the game of can-you-top-this entrepreneurial hardship–who slept the least, whose office was tiniest, who choked down the most Ramen noodles–Monis Rahman holds some formidable trump cards. Four years ago Rahman, a serial entrepreneur, launched Rozee.pk, now Pakistan’s largest jobs website, with […]

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India: The Other BRIC in Latin America

Via the Americas Quarterly, an interesting look at the growing linkages between India and South America .   As the article notes: When trade relations between Argentina and China hit choppy waters early last year, a new partner suddenly appeared on the horizon. In April 2010, Beijing stopped buying Argentine soybean oil in retaliation for Argentina’s […]

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Colombia And Peru: The Next Latin American Growth Frontiers

Via Frontier Strategy, an interesting look at how Colombia and Peru are becoming the next Latin American growth frontiers: Buoyant consumer spending and robust FDI illustrate why MNCs are paying close attention to Colombia. In Peru, the appointment of a pro-business cabinet demonstrates that Humala’s government will emphasize growth and continuity. Meanwhile, questions about the […]

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Pemex Now 4th Place As Global Oil Producer

Courtesy of Energy Daily, a report that – after almost 13 years as the third largest producer in the world – Mexico’s Petroleos Mexicanos has dropped into fourth place.  As the article notes: “…Venezuela’s state-owned oil company Petroleos de Venezuela, S.A., more commonly referred to by its acronym PDVSA, claimed third place. Petroleos Mexicanos — […]

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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.