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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All Silk Roads Lead to Tehran

Via Foreign Policy, an interesting article suggesting that sanctions aren’t the answer for dealing with Iran.  As the article notes, if Washington is serious about building a new economic and security architecture across South and Central Asia, it can’t avoid working with Iran. Speaking last September on the sidelines of the U.N. General Assembly, Secretary […]

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The Swelling Middle: Emergence Of A Truly Global Middle Class

Courtesy of Reuters, a very interesting look at the evolution of the middle-class around the world. Emerging markets such as China, India and Indonesia are estimated to increase Asia’s share of the global middle-class to 64% and account for over 40% of global middle-class consumption by the year 2030: For the first time in history, […]

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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.