Archive for September, 2012

Cambodia’s Economy: Not A Complete Stitch-Up

Via The Economist, a look at Cambodia’s ongoing development: UNDER dazzling white strip-lights a production line of young Cambodians stitch, iron and fold their way to the day’s target of 820 two-piece children’s pyjamas. These garments are destined for the shelves of Los Angeles, shop price $9.97. The workers, mostly women, start at 7.30am and […]

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Golden Age for Africa? The Quest For Africa’s Riches

Via The Globe and Mail, a look at Africa: In the dusty streets of the tiny village of Romaro, a building boom is under way. Crumbling mud shacks are being replaced by new tin-roofed houses. Almost overnight, the village’s ancient way of life has vanished. Most of its farmland has been swallowed up by a […]

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China: Looking At Afghan Gold?

Via The Diplomat, a report on China’s interest in Afghan mining opportunities: Not everyone is leaving Afghanistan. Zhou Yongkang, China’s security supremo, became the first member of the country’s top leadership to visit Kabul since the 1960s recently, jetting in for several hours for talks with President Hamid Karzai. Perhaps Zhou, China’s crackdown connoisseur, had […]

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Iran: An Updated Look

Via Energy Tribute, an updated look at Iran’s economy: Since Mahmoud Ahmadinejad first became President of Iran, in August 2005, the country’s economy has gone from bad to worse. Iran now ranks near the bottom – 144 out of 183 countries – in the World Bank’s Doing Business 2012, an authoritative report that measures the […]

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The Giants Are Coming: Tentative Western Oil Majors Line Up for Myanmar Hydrocarbon Glory

Via Energy Tribune, a look at interest in Myanmar’s petroleum reserves: Since President Obama’s easing of sanctions against the Southeast Asian country in July, American as well as foreign companies are flocking to Myanmar for business — all sectors are on the table including banking, insurance, pharmacy, manufacturing, services and energy. General Electric was the […]

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Mexico’s Growing Middle Class

Via Foreign Policy, a look at Mexico’s growing middle class: Mexico has come in for positive news of late, thanks in part to a forecast published by Nomura Securities that showed Mexico surpassing Brazil as Latin America’s largest economy by 2022. While that’s certainly possible, a more realistic scenario would involve Mexico growing at the […]

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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.