Archive for November, 2011

Today’s Great Game: China, India, Iran and Pakistan Crowd Russia in Central Aisa

Courtesy of James Brooke, an interesting look at the geopolitics of Central Asia: When I was in Dushanbe, India’s defense minister just happened to be in the neighborhood, and popped in for a visit. After the traditional bread and honey welcome ceremony at the airport, he met behind closed doors with Tajikistan’s defense minister and […]

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TAPI’ng Along

Via the Khaleej Times, an updated report on the Turkmenistan-Afghan-Pakistan-India gas pipeline project.  As the article notes: Turkmenistan-Afghan-Pakistan-India transnational gas pipeline, or TAPI, took a good step forward as Ashkabad and Islamabad have agreed on the illusive pricing formula and have vowed to complete it in the shortest possible time. Pakistan and Turkmenistan, at the […]

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Indonesian GDP: 6% and counting

Courtesy of The Financial Times, an article on Indonesia’s economic strength.  As the report notes: Consumers are buying cars and motorbikes by the million, exports have jumped 18.5 per cent and fixed capital investment are up 7 per cent from July to September. It was the fourth consecutive quarter of GDP growth above 6 per […]

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India’s Track 3: Afghan-Iran Rail Link

Via The Hindustan Times, a report that India is planning a rail linkage of Iran and Afghanistan: “…In a bold move to assert itself in the Af-Pak region and reduce Pakistan’s room for manoeuvre, India is finalising a plan to construct a 900-km railway line that will connect Chabahar port in Iran, being built with […]

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North Korea on the Cusp of Digital Transformation

Via the North Korean Economic Watch, some interesting news that the Hermit Kingdom may soon be entering the digital age: The DPRK mobile communications industry has crossed the Rubicon, and the North Korean government can no longer roll it back without paying a severe political price. The most the authorities can do now is probably […]

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China’s Iranian Strategy

Via Foreign Policy, a report on China’s current approach towards Iran, which has done much to increase China’s access to energy supplies, boost its influence in a strategic region, and frustrate American ambitions in the Middle East.  As the article notes: “…The elections in Tunisia and the dramatic demise of former Libyan leader Muammar al-Qaddafi […]

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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.