Archive for December, 2011

Malaysia’s Petronas Bidding For Onshore Myanmar Field

Via Reuters, a report that Malaysia’s state oil firm Petronas has put in a bid for an onshore energy field in Myanmar.  As the article notes: “…At the moment in Myanmar we are only offshore and the business has been quite good,” Wee [Executive Vice President of Exploration and Production Wee Yiaw Hin] told reporters […]

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BRICs? It’s Carbs That Make You Strong

Courtesy of The Financial Times, an interesting article on how the upsurge in commodities has resulted in over performance in a number of markets: Ten years ago the mood among emerging market investors was one of despair. After a series of crises, EM equities had gone nowhere for a decade.  All they seemed to offer […]

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Myanmar’s Spring

Via Foreign Policy, an article on what it says is the real reason behind Hillary Clinton’s visit to Myanmar: China.  As the report notes: “…Secretary of State Hillary Clinton is in Myanmar, on a trip that is being hailed as a stunning breakthrough in bilateral relations and a sign that the Southeast Asian pariah state […]

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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.