Archive for January, 2012

Iraq’s Crude Awakening

Via Foreign Policy, an interesting look at how – in Iraq’s turbulent politics – whoever controls the oil production wields the power. And that might soon be ExxonMobil.  As the article notes: “…On Dec. 17, two days after the U.S. military cased its colors and formally ended its mission in Iraq, the brain trust of […]

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Thorns In China’s African Dream

Courtesy of China Dialogue, a look at some of the challenges that Chinese companies are on the ground in Africa as they ignore local politics and stir hostilities.   As the article notes: The importance of Africa to China is easily understood: it offers a huge market, rich supplies of natural resources and raw materials and […]

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Myanmar – the Next Asian Tiger Cub Economy?

Via The Council on Foreign Relations, a look at Myanmar and its short term economic potential: With the upgrading of American diplomatic relations with Myanmar, and a wave of political reform in the country over the past year, many businesses have begun eying the Southeast Asian nation, which has a population of over 50 million […]

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Africa: No Longer A Leap Of Faith

Via The Financial Times, a report on Africa’s promising investment potential in the eyes of many: Even before the financial crisis caused havoc in most of the developed world, investors have long talked up Africa’s potential for growth. Now, finds a survey by the Abu Dhabi Government, they’re set to follow with their wallets. Of […]

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The Axis Of Statism

Via The Economist, an interesting article on state capitalism’s aggressive global reach.  As the report notes: IT IS FITTING that China’s national symbol should be an animal that spends 16 hours a day eating bamboo. China is an energy panda that is obsessed by the question of where its next mouthful of bamboo will come […]

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State Capitalism’s Global Reach

Courtesy of The Economist, a report on state owned enterprises’ expanding reach into the global economy, especially in the natural resource sector: THE HEADQUARTERS OF China Central Television, designed by Rem Koolhaas and Ole Scheeren, looks like a monstrous space invader striding across Beijing. The headquarters of the China National Offshore Oil Corporation resembles an […]

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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.