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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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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Forget Asia: Look At Sao Tome, Guinea Bissau, Guinea Conakry, Gambia or Benin

Via The Economic Policy Journal, an interesting article on Africa’s investment potential.  As the report notes: Doug: Lobo, you were in Africa – the Congo – last time we talked. How did that go? L: I saw a lot of changes from my previous visit to the DRC in 2006. That brings up an interesting […]

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Vietnam: A New Asian Tiger?

Via Foreign Policy, a report on Vietnam’s Vietnam many intrinsic strengths — a young labor force, abundant natural resources, and political stability — as well as some short-term risks to a productivity-led growth agenda: It’s clear that much has changed in Southeast Asia since the Vietnam War. Over the past 25 years, Vietnam has transformed itself. […]

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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.