Archive for February, 2012

Capitalizing On Cambodia

Courtesy of Mark Mobius’ blog, an article on Cambodia’s economic progress and investment potential: My recent visit to the enchanting Cambodia can only be described as exciting. This charming kingdom is home to the Angkor Wat, one of the most important archaeological sites in South-East Asia. The temple contains the magnificent remains of the different […]

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Geopolitics Of Laos

Via The Myanmar Times, a report on Laos: CHINA and Vietnam are the twin planks that keep Laos afloat. Barely a month goes by without leadership delegations from Beijing and Hanoi descending on Vientiane, as they both have already done this month. That these visits are invariably fruitful is no surprise. Indeed, it is hard […]

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The New Axis Of Oil: Africa & South America

Via The Oil and the Glory, an interesting article on the new axis of oil — Africa and South America.  As the article notes: “…A key new travel route for oil executives is the south Atlantic shuttle between the west coast of Africa and the east coast of South America. This is because, geologically speaking, […]

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The Ritz-Carlton of Failed States

Via Foreign Policy, an interesting look at a group that actively seeks out difficult markets as part of its business plan – Serena Hotels, outposts of multi-star luxury in countries with zero-star conditions. Amid gunfire between the Pakistani military and Taliban fighters in the Swat Valley a few years ago, BBC reporter Nadene Ghouri found […]

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Thailand’s PTT Vies With Shell In Africa

Courtesy of The Wall Street Journal, a look at Thailand’s efforts to acquire petroleum assets in other parts of the world: Japan, Korea, China – now add Thailand to the list of state-backed energy companies that are aggressively buying up assets in far-flung parts of the world. Thailand’s PTT Exploration & Production PCL emerged as […]

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Oil Majors Eye Northern Iraq

Via Forbes, a report on northern Iraq oil opportunities: The Kurdish region of northern Iraq. Image via Wikipedia  The Zagros Foothills exploratory play in Kurdistan is the highest potential onshore area in the world, especially to be looking for oil. The drilling results there from the last several years easily justify the high ranking given […]

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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.