Archive for 2011

Emerging Markets: Yesterday, Today and Tomorrow

Via Beyond Bulls & Bears, an interesting article on the state of emerging markets today: “Almost every market move these days seems to be tied to the latest headline coming from Europe. And the U.S. political deadlock on deficit reduction, high unemployment and fear of a recession hiding under the bed are certainly not helping […]

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Ghana: Star Track?

Courtesy of The Financial Times, a look at Ghana’s growth and future potential: By all measures – Ghana, with its gold and oil wealth, stable government, and double digit growth, can be considered an African success story. However, as an FT Special Report on Thursday pointed out, the country also faces its share of challenges. […]

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Bangladesh: A Chinese Stitch-Up?

Via The Financial Times, a report on Bangladesh’s low-wage manufacturing potential vis-a-vis China.  As the article notes: “…Bangladesh could be this decade’s great usurper if it manages to sidle into the low-value manufacturing gap China is leaving in its wake as it moves up the value-adding ladder. And if a report by McKinsey, the consultancy, […]

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SOCAR, So Good: Future Oil And Natural Gas Production from Azerbaijan

Via The Oil Drum, an interesting article on Azerbaijan’s future oil and natural gas production.  As the report notes: “…The President of SOCAR, the State Oil Company of Azerbaijan, is touring the United States at the moment. His goal is, in part, to gain support for the Baku Higher Petroleum School, a place to generate […]

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Indonesia’s Growing Middle Class

Courtesy of Emerging Markets Insight, a report on Indonesia’s growing middle class: Indonesia is the fourth largest country in the world in terms of population. Fast growing consumption, powered by growing affluence of the middle class, is the main driver of Indonesia’s economic growth Favorable Demographic Profile With a total population of 238 million, Indonesia […]

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Africa’s Economic Growth: The Sun Shines Bright

Two interesting articles on Africa’s economic prospects. The first, via the Economist, looks at   HER $3 billion fortune makes Oprah Winfrey the wealthiest black person in America, a position she has held for years. But she is no longer the richest black person in the world. That honour now goes to Aliko Dangote, the […]

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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.