Archive for October, 2012


Via Capitalist Exploits, some commentary on Myanmar: Hot money (or in the case of Myanmar, hot money investors) will ruminate on how to invest, but will likely leave unsatisfied, as there are currently very few ways to gain exposure to the country. On that note, I think this is an ideal time to roll back […]

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Ecopetrol: Peaceful Growth

Courtesy of The Financial Times, a detailed look at Ecopetrol: Never mind its recent fall in profits. Many energy companies would drool at Ecopetrol’s impressive growth rate so far. Since 2008, Colombia’s state-controlled oil company has increased production at a rate of 16 per cent a year. “We are focused on sustaining this growth rate, […]

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The African Cities That Will “Matter”

Via The Financial Times, an interesting list of the emerging African cities that will make a difference in the years ahead: As beyondbrics has reported before, the expansion of emerging market cities is a big deal. Urban dwellers tend to be richer than their rural counterparts, they spend more, and they are easier for companies […]

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Pemex/Petrobas: A Tale Of Two State Oil Companies

Courtesy of The Financial Times, a look at  Pemex and Petrobras: Shares of Petrobras fell sharply on Monday after the Brazilian state company reported a 12 per cent year-on-year decline in third-quarter net profit to $2.7bn. The next day Pemex, the Mexican state oil company, reported a $1.9bn quarterly net profit. But progress was huge: […]

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A ‘Pipe Dream?’ Russia, North and South Korea’s Gas Pipeline Quest

Courtesy of The Diplomat, an article examining the chances for a pipeline across N. Korea to provide natural gas to S. Korea: The idea of building a commercially and politically viable gas pipeline from Russia’s Sakhalin Island fields across North Korea to provide a long-term supply to South Korea has been percolating for years as […]

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The New Scramble For Africa: Private Equity

Via The Independent, an interesting article on the increasing number of private equity companies seeking to invest in Africa: With Table Mountain looming spectacularly in the background, rows upon rows of grapes that will end up in kitchens in more than 50 countries are ripening. The De Riviere Farm is expected to export around 450,000 […]

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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.