Archive for May, 2012

Asia Private Equity Funds Line Up Dollars For Myanmar

Courtesy of Emerging Frontiers blog, a report on efforts by Asia private equity funds to line up funds for Myanmar: Hong Kong’s Cube Capital and Marc Faber-backed Leopard Capital are among Asian private equity firms lining up nearly $500 million aimed at Myanmar, hoping to tap into its rich natural resources and fill its infrastructure […]

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India’s Strategy In Myanmar

Via STRATFOR (subscription required), a look at the growing importance of Myanmar in India’s struggle to secure and integrate the eastern periphery of the subcontinent more closely with its own national core. As India’s domestic energy and infrastructure demands grow, meeting them will require developing stronger ties with resource-rich neighbors, especially where other regional powers […]

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Decade Of The CIVETS?

Via Emerging Markets blog, a report on the CIVETS: The global bank HSBC, in its Business Without Borders newsletter, tells us that while the past decade was all about the BRIC countries – Brazil, Russia, India, China – we are now in the decade of what it has dubbed the CIVETS, which stands for Colombia, […]

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Out of (Which) Africa?

Via The Financial Times, an interesting look at Africa’s growth potential: Bono said it, Ban Ki-Moon said it, Thabo Mbeki said it: the 21st century will be the African century. But as funds single out investments in the continent and multinational companies battle for their share of the pie, a crucial question remains: which Africa are […]

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Mine-golia

Via NPR, an interesting look at Mongolia: What country had the world’s fastest-growing economy last year? If you guessed China or India, you’d be wrong. In fact, it’s Mongolia: Its economy grew at more than 17 percent in 2011, according to estimates. That’s nearly twice as fast as China’s. The reason — in a word […]

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Vietnam: The Next High-Growth Asian Story

Courtesy of FE TrustNet, a look at Vietnam: Vietnam is set to be the next south-east Asian economy to boom and could offer UK investors a long-term high-return investment, according to the managers of the Vietnam Holding investment trust. The country’s demographics are second to none, portfolio founder Juerg Vontobel says, and with only one-third […]

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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.