Archive for November, 2011

BRICs at 10

Courtesy of The Financial Times, a report on the growth and investment returns of the BRICs as they cross the age of 10: So, was he right? Ten years ago Jim O’Neill of Goldman Sachs looked at four growth economies – Brazil, China, India and Russia – put their first letters into an acronym, and […]

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Myanmar: Pivot Point Of China’s Grand Economic Strategy For Western China

Courtesy of the Global Times, a look at the impact that the United States’ recent efforts to engage Myanmar may have upon China’s long-term strategic interest in the country: US Secretary of State Hillary Clinton’s visit to Myanmar, starting today, will further unnerve China, which has recently been increasingly worried that the aim of the […]

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Indian Consortium Wins $10bn Afghanistan Mines Deal

Via the BBC, a report that a consortium of Indian companies has won the right to develop some of Afghanistan’s large iron ore deposits.  As the article notes: “Seven Indian companies, led by the state-owned Steel Authority of India, won a $10.3bn (£6.6bn) deal to mine three sites in central Afghanistan. A fourth site was […]

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Emerging Markets: Redrawing the Map

Via SmartMoney, an interesting report on emerging markets When Taizo Ishida first set eyes on Bangladesh, he thought the images would stay with him forever. Posted there in the 1980s as a United Nations development officer, Ishida saw little but abject poverty wherever he turned. Lacking a reliable power grid or even the most basic […]

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Welcome To North Korea…

Courtesy of Michael Totten and PJMedia, an interesting look at North Korea: I would love to visit North Korea and write about it, but I can’t. Journalists are almost never allowed into the country. I would need to be one of the lucky few who are given a visa or I’ll have to wait for […]

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Booming Chinese Brands That Could Take Over The World

“When will the Chinese develop a truly global brand?” is a question that is frequently asked, and one that the Business Insider takes on in its report titled top “18 Booming Chinese Brands That Could Tkae Over The World”.  While firms like Lenovo, Huawei, and Haier have been making their mark for some time, here […]

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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.