Archive for December, 2011

BRICs? It’s Carbs That Make You Strong
December 1st, 2011

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
December 1st, 2011

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 & 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.

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