Archive for July, 2012

Myanmar: The Best Investment Opportunity In the World Right Now?

Via Jim Rogers’ blog, a quick look at Myanmar: Probably the best investment opportunity in the world right now is Myanmar. In 1962, Myanmar was the richest country in Asia. They closed off in 1962, and now it’s the poorest country in Asia. I see enormous opportunities there because they’re now opening up. It’s like […]

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Exxon’s Afghan Feint?

Via Foreign Policy’s Oil & Glory, an interesting commentary on Exxon Mobil’s Afghan initiative: Ultra-frontier business-making — the pursuit of work in the more dangerous, out-of-the-way and fringe areas of the world — doesn’t ordinarily attract blue-chip companies, and Afghanistan is no exception. We don’t see the likes of Warren Buffett, Alan Mulaly, Tim Cook […]

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Urban World: Cities And The Rise Of The Consuming Class

Courtesy of McKinsey, a new report exploring the impact of urban cities around the world that will drive dramatic growth, demographic changes, and consumption over the next generation: Cities have long been the world’s economic dynamos, but today the speed and scale of their expansion are unprecedented. Through a combination of consumption and investment in […]

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A U.S. / Tunisia Free Trade Agreement?

Via Foreign Policy, some commentary on Tunisia and the possibility of US / Tunisia free trade agreement: House Rules Committee chairman David Dreier (R-CA) announced last week during a visit to Tunis that he intends to head an initiative to propose a free trade agreement between the United States and Tunisia, which experienced a popular […]

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What Chinese Consumers Want…One Person’s View

Courtesy of The China Observer, an interview with Tom Doctoroff, a China observer who shares his perspectives on Chinese consumers in his recently released book, What Chinese Want: What are the main differences between your recently released book, What Chinese Want and your earlier work Billions: Selling to the New Chinese Consumer? My first book, […]

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Burmese Government To Allow Foreign Firms Into Telephone and Internet Market

Via Mizzima, a report that Myanmar is opening up its internet and telephony market to foreign firms: Burma has started a reform process in the telecommunication field that will lead to an upgrade of telephone and Internet services in the country, while driving international investments and lowering prices in the country. A public telephone booth […]

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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.