Archive for May, 2012

Mongolia Wary of Chinese Investment
May 4th, 2012

Via The Wall Street Journal, an article on Mongolia’s increasing wariness of Chinese investment: For adventurous frontier investors in Asia, last year was all about Mongolia. Now Myanmar is the darling of 2012, as it slowly opens up to the outside world. China, though, never lost its interest in Mongolia. State-owned giant Aluminum Corp. of […]

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Cambodia’s New Corporate Darling: Phnom Penh Water Supply
May 4th, 2012

Courtesy of Emerging Frontiers blog, an article on one of Cambodia’s early corporate successes: When the Khmer Rouge were driven out of Phnom Penh in 1979 they left behind a city that had been laid bare. Its infrastructure was in ruins and utilities like the colonial-era water supply were in a state of filthy disrepair. […]

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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.

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