Archive for August, 2012

Going Beyond The BRICS To Invest In MIST

Via NASDAQ, an article on the MIST investment opportunity: Jim O’Neill of Goldman Sachs is well known as the man who coined the acronym BRIC. He has now created another acronym gaining traction thanks to a fund he launched last year: MIST, which stands for Mexico, Indonesia, South Korea and Turkey. The MIST countries are […]

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Cuba Oil Production: Between A Rock And A Hard Place

Via the Financial Times, a short article on Cuba’s offshore oil ambitions: Cuba has found itself between a rock and a hard place in its quest to find oil in its territorial waters of the Gulf of Mexico. Several rocks and several hard places, in fact. After a discovery that failed to reach commercial proportions […]

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Sudan-South Sudan Oil Deal

Courtesy of The Council On Foreign Relations, a report on US Secretary of State Hillary Clinton’s efforts to help arrange a Sudan-South Sudan oil agreement:   U.S. Secretary of State Hillary Clinton (R) meets with South Sudanese President Salva Kiir at the Presidential Office Building in Juba August 3, 2012. (POOL New/Courtesy Reuters) The agreement […]

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Colombia: Different Than Brazil

Via The Financial Times, a look at Colombia: With his deep, chanting voice and contagious laughs he can convince you everything is going according to plan. “We have systematically and purposefully over-performed,” says Juan Carlos Echeverry, Colombia’s finance minister. For him, it is a virtuous circle: confidence, which leads to job creation, which leads to […]

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Indonesia’s Consumer Power

Courtesy of The Financial Times, a report on Indonesia: Is there no stopping the Indonesian consumer? Second quarter GDP figures out on Monday showed the economy growing 6.4 per cent year on year, up from 6.3 per cent in the previous quarter and a healthy chunk more than the Bloomberg consensus of 6.1 per cent. […]

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Multinationals Reevaluating Growth Targets in Latin America

Via Emerging Markets Insight, a look at South America: Weaker regional growth in the first half of the year has driven multinationals to reevaluate their growth targets for 2012 as Argentina’s business landscape grows increasingly unnerving, Brazil’s economy slows, and devaluation risks in Venezuela swell as President Chavez drives up fiscal spending as part 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.