Archive for August, 2012

Sanctions Busting 101

Courtesy of Foreign Policy, an article on doing business with countries under sanction: There’s been a whole lot of head-scratching since it emerged — smack in the middle of the London Olympics — that Standard Chartered, one of the crown jewels of the British financial industry, may have been violating U.S. sanctions against Iran for […]

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The Five Largest Economies In Africa

Via Ventures Africa, a look at the five largest economies in Africa: No African nation has yet joined the ranks of the developed nations in the Organisation for Economic Co-operation and Development (OECD), but there are some sizeable economies on the continent, and economies that are gradually increasing in size. Though South Africa is by […]

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U.S., Too, Wants to Bolster Investment in a Continent’s Economic Promise

Courtesy of The New York Times, a report on increased US interest in African investment: When Secretary of State Hillary Rodham Clintonlanded in South Africa this week, she brought along a hefty delegation of executives from some of America’s leading companies — Boeing, Walmart, FedEx, G.E. — and a message: America is ready to invest […]

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Can PDVSA Recover?

Via The Journal of Energy Security, a look at Venezuela’s PDVSA: The Venezuelan oil industry can be pictured as a toothless tiger resting on its haunches before a huge slice of raw meat.  The country sits on significant hydrocarbon resources that remain undeveloped due to severe management, technical and financial constraints driven by the application […]

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Who Are Tomorrow’s Consumers?

Via Project Syndicate, a look at the future of consumer markets: Luxury-brand companies’ stock prices plunged in July, after their financial results disappointed investors, owing largely to slower sales in emerging markets, especially in China. Meanwhile, news reports indicate that high-end shopping malls in India and China are increasingly empty. What is going on? Many […]

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NATO, Post-2014 Afghanistan, And The Energy Dimensions of Security

Via The Journal of Energy Security, some thoughts on the direction that Afghanistan’s energy security will take within a NATO context in the future: Afghanistan History is waiting to be made in a post-2014 Afghanistan.  As the Alliance’s 2012 Chicago Summit Declaration points out, NATO’s role will soon undertake a historic shift from a combatant […]

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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.