Archive for April, 2012

Cambodia’s Stock Exchange: A Game changer?

Via The Financial Times, an article on Cambodia’snew stock exchange: The debut of the Phnom Penh Water Supply Authority on Wednesday was the most exciting IPO in Asia this year. It marked the start of business on the brand new Cambodian Securities Exchange, underlining the extent of change in this fast-growing country once under the […]

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The Politics Of Drilling In The Dark Zone

Courtesy of Foreign Policy’s Oil and The Glory, a look at exploration efforts in Cuba and Venezuela: In late January, Spain’s Repsol began drilling in the Northbelt Thrust, a stretch of the offshore Caribbean that may contain 6 billion barrels of oil. Between now and next month, Repsol will learn whether its part of the […]

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The Colombian ‘Miracle’

Courtesy of The Washington Post, a report on Colombia’s economic success: The stereotype of Colombia — violent, chaotic, backward — seemed to be born out in recent days as the army and guerrillas grappled in the countryside and shadowy hit men gunned down a prominent land activist. But that Colombia seems ever more distant these […]

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YPF: Here Today, Gone Today

Via The Financial Times, a report on Argentina’s re-nationalization of YPF: So that’s that then. YPF is, once again, Argentina’s state oil company. According to a flurry of news reports after president Cristina Fernández de Kirchner’s TV address at noon on Monday in Buenos Aires, the federal and provincial governments of Argentina are its new […]

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Dialing Down Corruption In Afghanistan

Via Foreign Policy, a look at Afghan efforts to tackle corruption via cellular technology: Last week, Afghan president Hamid Karzai surprised U.S. and coalition officials by announcing the creation of a special tribunal and prosecutor to seek redress for the almost two year old Kabul Bank scandal. And earlier this month, the Afghan House of […]

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Myanmar: Lots To Offer, But A Long Way To Go

Courtesy of The Financial Times, one observer’s look at Myanmar’s potential: I spent a few days in Yangon, Myanmar’s biggest city, just before this month’s elections. It was my first visit since 1985. Back then, there were one or two flights in a day from Bangkok on small planes. One could only stay a week […]

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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.