Archive for July, 2012

Energy’s Era Of Abundance: Winners And Losers In The Age Of Plenty

Courtesy of Foreign Policy’s Oil and Glory, a look at winners and losers in the new age of energy abundance: We are suffering whiplash: For nearly four decades, OPEC — the cartel formally known as the Organization of Petroleum Exporting Countries — has been a major economic and geopolitical force in our collective lives, driving […]

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Reviving Mexico’s Economy

Via Foreign Policy, an interesting article on Mexico’s economy and how it could be revived: Mexico’s tepid economic performance in the last decade has been a major disappointment — and is one reason why the PRI, the less-than-democratic political party that was ousted in 2000 after 71 years of rule, has just returned to power […]

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Cuba Hits Wall in 2-Year Push to Expand the Private Sector

Courtesy of The New York Times, an article on Cuba’s efforts to expand its private sector: Those awaiting measures to create even more opportunity for private business got the opposite last week, when news spread of a little-advertised government decision to charge steep customs duties on the informal imports, from Miami and elsewhere, that are the lifeblood of many […]

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Investment Risks In Myanmar

Courtesy of Asia News Network, an interesting article on potential investment risks in Myanmar: Despite tremendous interest in Myanmar following the lifting of sanctions, investors still face many risks as the country is in the middle of reforms on many fronts, a partner at Baker and McKenzie has warned. “Hopefully, Myanmar will follow its promises,” […]

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Where the Next Wave of Urban Growth Will Come From

Courtesy of the Harvard Business Review, another look at a recent McKinsey study examining where the next wave of urban growth will come from: You are an executive responsible for unearthing the next new market opportunity for your company and — like your competitors — you’re looking at maps of rapidly-growing economies in the emerging […]

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A Mix of Hope and Fear as Mongolia Grows Rich

Via The New York Times, an interesting look at Mongolia: Howard Hodgson, a weather-beaten Australian drilling executive with the mouth of a sailor, is proud to say he is in it for the money. When he landed here more than a decade ago, Mr. Hodgson found an economic wasteland still reeling from the fall of […]

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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.