Archive for July, 2012

Muscling Into Myanmar’s Surprisingly Crowded Business World

Via The Financial Times, a commentary on gaining access to Myanmar’s best investment opportunities: The US’s decision to suspend some key sanctions against Myanmar is the latest and perhaps most prominent endorsement received by that country’s new quasi-civilian regime. Global interest has surged, due to Myanmar’s vast untapped natural resources, underexploited agricultural sector and huge […]

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Latin America: Trading and Investing Together

Via The Council on Foreign Relations, a look at the progress towards integration in Latin America: Economic ties lead Latin America’s integration efforts. Promising some of the greatest concrete benefits—larger markets, improved livelihoods, and enhanced global economic power—leaders and communities alike have tried to integrate the region through three main means: trade, infrastructure, and investment. […]

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Chevron Invests $2bn In Venezuelan Oil

Courtesy of The Financial Times, a report on Chevron’s recent decision to invest $2bn in Venezuelan oil: While many inhabitants of Venezuela’s north-western state of Zulia are screaming blue murder about the onset of petrol rationing, US oil major Chevron has quietly just agreed to invest $2bn to ramp up production in the region. Chevron’s […]

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Deal of the Century: Will Chinese Investment Save Congo?

Courtesy of the Foreign Policy Association, an interesting article on China’s investment in the Congo: Twenty-four trillion dollars.  It is a number that beggars the imagination, almost 40% of the global economy, and it is buried in one of the world’s poorest and most violent countries: the Democratic Republic of Congo.  Failed state, rape capital […]

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The World’s Fastest Growing Economy: Mongolia

Via The Atlantic, a look at Mongolia … part of a new class of countries that, like the Middle Eastern states that got rich selling oil to the West, have hitched their economies to resource-hungry China: A tourist stands at Sükhbaatar Square, in the Mongolian capital of Ulan Bator. (Wikimedia). If you can make your […]

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YPF: Investment Up, Dividends Down, Operational Plans TBA

Via The Financial Times, a report on the latest YPF shareholders’ meeting: Tuesday’s meeting of YPF shareholders in Buenos Aires was most notable for its interminable length – more than six hours – and for decisions to ramp up investment and drastically cut the company’s dividend payout. But investors will have to wait a bit […]

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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.