Archive for April, 2012

Chinese Oil: An Evolving Strategy

Courtesy of China Dialogue, a look at China’s evolving global oil acquisition strategy: China’s thirst for oil and gas, fuelled by its breakneck economic growth, has been the primary driver behind efforts to forge ties with any country or regime with abundant energy resources. The conventional wisdom views Chinese National Oil Companies (NOCs) as arms […]

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In a Change, Mexico Reins In Its Oil Monopoly

Via The New York Times, a look at the Mexican government’s increasing role in Pemex’s daily operations: Pemex, the state-owned oil company, invested billions at the Chicontepec field, but has extracted little petroleum. For seven decades, Pemex, Mexico’s state-owned oil monopoly and a mainstay of the government’s revenue, regulated itself — which is a polite […]

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Bangladesh: Strong Promise of Growth

Via The New York Times, a report on Bangladesh: Bangladesh is probably one of the last places in Asia people would expect to see a thriving beachside resort with luxury hotels. And yet, Cox’s Bazar is exactly that — a place where affluent Bangladeshis go for a weekend of seaside fun. During the high season, […]

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Myanmar Investing: Early Days Yet

Courtesy of The Financial Times, a report on Myanmar’s investment potential: Opposition leader Aung San Suu Kyi’s landslide victory in parliamentary by-elections in Myanmar has effectively fired a starting gun around the investment world. The result would give her National League for Democracy party 6 per cent of the seats in parliament should legal and […]

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Can Myanmar Mimic China’s Transition?

Via Asia News Network, a look at the potential of Myanmar to follow China’s development path: China has been praised for its successful economic development after adopting a market economy. It has overtaken Japan to become the world’s second-largest economy. Now Myanmar has started to open up to the world. It will be interesting to […]

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Laos

Courtesy of STRATFOR (subscription required), a look at Laos’s economic potential in light of the changes happening in the region: Long one of the poorest countries in Southeast Asia, Laos has moved in recent years to capitalize on the region’s robust economic growth and increased integration by recasting itself as a “corridor country” able to […]

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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.