Archive for March, 2012

Tajikistan Eyes Rail, Energy Links With Iran And Afghanistan

Courtesy of Reuters, a report on Iran and Tajikistan plans to construct a railway line through Afghanistan and to improve energy and water supply links between the three countries.  As the article notes: “…[Tajik President Imomali] Rakhmon signed a joint declaration with Iranian President Mahmoud Ahmadinejad and Afghan President Hamid Karzai on improving after talks […]

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Why Myanmar Shouldn’t Listen To The IMF

Via Foreign Policy, an interesting article on Myanmar and advice on how to revive its economy: Burma is at a crossroads. While the country’s dramatic (and fragile) political opening is receiving plenty of attention, its leaders are also confronting some stark decisions about their economic future. After decades of economic isolation, the economy of Burma […]

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To The Chinese And Indians: The Spoils Of Afghanistan’s War?

Via The Independent, an article on how countries that did not partake in the Afghan conflict are now well positioned to capitalize on various market opportunities: The money and blood pit that is Afghanistan – where the US and Britain have expended more than 2,100 lives and £302bn – is about to start paying a […]

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Cuba: Edging Towards Capitalism

Courtesy of The Economist, a look at economic reforms in Cuba.  As the article notes: GISELA NICOLAS AND two of her friends wanted to set up an events-catering company, but that is not one of the 181 activities on the approved list for those who work por cuenta propia (“on their own account”), so in […]

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Myanmar: Liberating Asia

Courtesy of STRATFOR, a look at how Myanmar’s ongoing liberalization and its normalization of relations with the outside world have the possibility of profoundly affecting geopolitics in Asia — and all for the better.  As the article notes: “…Geographically, Myanmar dominates the Bay of Bengal. It is where the spheres of influence of China and […]

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Myanmar And Vietnam: The Pros And Cons

Courtesy of The Financial Times, a report on how Myanmar’s opening may impact Vietnam’s longstanding economic engagement with that country.  As the article notes: The scramble for Myanmar among Western investors has yet to extend far beyond scouting trips and vague statements of intent. Not so with companies from Vietnam, which had few qualms about […]

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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.