Archive for August, 2012

Africa: A Continent Goes Shopping

Via The Economist, a look at the growing buying power of Africa’s middle class: AFRICAN consumers are underserved and overcharged, reckons Frank Braeken, Unilever’s boss in Africa. Until recently, South Africans who craved shampoo made specially for African hair, or cosmetics for black skin, had little choice besides costly American imports. Unilever spotted an opportunity: […]

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China Brokers Tentative Oil Agreement Between The Sudans

Via Foreign Policy, an interesting look at China’s role in brokering a tentative oil agreement between the Sudans: China — a growing diplomatic powerhouse in Africa — played a vital role in securing a preliminary agreement on transit fees for hundred of thousands of barrels of oil being piped from South Sudan’s oil fields through […]

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Turkmenistan: Rethinking Regional Relations

Courtesy of STRATFOR (subscription required), a look at Turkmenistan’s efforts to reposition itself between Russia and China, economically and strategically: Turkmen President Gurbanguly Berdimukhammedov gave a speech Aug. 6 in which he announced that the country’s gross domestic product of this year’s January-July period grew by 11 percent compared to the same period in 2011. […]

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Turkey-Turkmen Energy Cooperation

Via Energy Daily, a report on the growing energy ties between Turkey and Turkmenistan Energy-rich Turkmenistan and energy importer Turkey are deepening bilateral ties. Turkmen President Gurbanguli Berdymukhammedov is making a two-day state visit to Turkey, visiting Istanbul and Izmir. Turkey’s energy imports of Turkmen natural gas reportedly remain Ankara’s biggest immediate concern, but Turkey […]

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Chinese Investment In Africa

Courtesy of STRATFOR (subscription required), a very interesting look at China’s investments in Africa:

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Russian Evolution – Reshaping Putin’s Oil Industry

Via The Financial Times, an examination of Russia’s oil industry and its latest evolution under Putin: Russia’s oil industry has been through two great evolutions since the collapse of communism. Now it is entering its third. First, in the 1990s, former state-owned oil assets were parcelled into vertically-integrated groups and sold off at bargain prices […]

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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.