Archive for February, 2012

Mine… All Mine: Resource Nationalism In Africa

Courtesy of The Economist, an article on resource nationalism in Africa: THE true extent of Africa’s vast wealth of resources is hard to guess. Geologists have picked over most of the rest of the globe in search of minerals, yet huge swathes of Africa remain largely unprobed. But the immense ore deposits so far discovered […]

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Calling Dear Leader: Mobile Telephony In North Korea

Via The Economist, a look at North Korea’s mobile phone industry: A NORTH KOREAN professor apparently posted footage on YouTube last year boasting that his country was developing applications for the Android mobile-phone operating system. Ordinary North Koreans are more likely to be pining for a humble mobile phone of any sort, and now their […]

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Sudans’ Oil Feud Risks Shattering a Fragile Peace

Via The New York Times, a report on the oil feud between South Sudan and Sudan which threatens stability in the region.  As the article notes: Sudan and the breakaway nation of South Sudan have been locked in an exceedingly dangerous game of brinkmanship over billions of gallons of oil, seizing tankers, shutting down wells […]

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China Lone BRIC Among Top Emerging Markets

Via Bloomberg, a look at Bloomberg Markets’ first ranking of the most-promising emerging and frontier markets for investors: When Antoine van Agtmael was traveling around Asia in the late 1970s, he became convinced there were companies worth investing in throughout the developing region. In 1981, while working for the World Bank’s International Finance Corp., he […]

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Pakistan

Via The Economist, a detailed look at Pakistan: EARLY LAST YEAR the Pakistan Business Council, a lobby group of local conglomerates and multinationals, drew up a “national economic agenda”, setting out some desperately needed reforms. It took out newspaper advertisements to press its case and made presentations to the four biggest parties in parliament. Rather […]

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Nigeria: No. 1 in Africa by 2014?

Via The Financial Times, a report on Nigeria’s potential to become Africa’s largest economy by 2014.  As the article notes: Nigeria is by far Africa’s most populous nation but in 2010 its GDP was less than two thirds that of South Africa, the continent’s richest country. That, at least, is according to the IMF – […]

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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.