Archive for April, 2012

Brazil: Is Carnaval Over?

Via Foreign Policy, a look at Brazil and what some are calling the end of the Brazilian miracle.  As the article notes: When she strides into the White House on Monday, Brazilian President Dilma Rousseff will carry with her one thing sure to draw the envy of her American counterpart Barack Obama — a whopping […]

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Turkey’s Growing Involvement In Central Asia

Courtesy of STRATFOR (subscription required), analysis of Turkey’s rise as a regional power in Central Asia: Turkey’s primary rivals in Central Asia, Russia and China, have strategic interests in the region. Russia considers the region a security buffer from other Asian powers and an important part of the Russian energy network. Russia is very politically, […]

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China’s Influence in Myanmar

Via STRATFOR (subscription required), a look at China’s enduring influence in Myanmar: China’s Foreign Ministry released a statement today calling on Western powers to lift all sanctions on Myanmar after the country’s by-elections were regarded by international monitors as relatively free and fair. This is an unusual statement from a state that the West has […]

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Myanmar

Courtesy of The Financial Times, a look at how Myanmar’s reform promises opportunities for overseas investors – but makes locals and neighbors alike wary: Near Yangon’s historic riverfront on Monday, the buzz at the Thein Phyu Money Changer Centre came not only from the overnight news that Aung San Suu Kyi and her opposition National […]

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Drilling Down On the Iran – Pakistan Pipeline

Via Foreign Policy, a report on the Iran-Pakistan gas pipeline project: The controversial Iran-Pakistan (IP) gas pipeline has become an increasingly problematic issue in the vacillating U.S-Pakistan relationship. The United States has strongly condemned the project, but such rhetoric seems only to have made Pakistan more determined to continue with it. An energy agreement between […]

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YPF: Is The End Near?

Via The Financial Times, a look at how Argentina’s turmoil is affecting its largest oil company, YPF: As chess players know, the queen is the most powerful piece, able to advance a number of steps in several directions at any time. It looks like Cristina Fernández, Argentina’s president has been honing her chess skills as […]

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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.