Archive for October, 2012

Mexico: Open For Business

Via The Economist, a report on Mexico and its global ambitions: WHEN Jorge Castañeda (later Mexico’s foreign minister) was a boy, a typical family holiday was to drive to Texas. “[O]ne of the main purposes of the journey was to purchase fayuca: contraband electronics, food, clothes [and] gadgets of all sorts.” In their closed domestic […]

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Laos: Southeast Asia’s Newest Boom Economy

Via The Wall Street Journal, an interesting look at Laos: A man walks around the That Luang Stupa in Vientiane, the capital of Laos. Pop quiz: Which country is likely to have the fastest-growing economy in Southeast Asia this year? Indonesia, the region’s emerging powerhouse? Myanmar, investors’ flavor of the month as it opens to […]

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Thai Multinationals: Expanding Worldwide

Courtesy of The Economist, a report on several Thai companies that are expanding globally: THEY don’t look like much. But the tins displayed in the boardroom of Thai Union Frozen (TUF) in Bangkok have propelled this little-known company into the league of global multinationals. As befits Thailand’s biggest canned-seafood producer, there are plenty of its […]

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From Mass to Mainstream: Keeping Pace With China’s Rapidly Changing Consumers

McKinsey has published a very interesting study on the Chinese market and segmentation: 2012 Annual Chinese Consumer Report From Mass to Mainstream: Keeping Pace With China’s Rapidly Changing Consumers.  Here is the summary: As living standards in China continue to advance, its vast consumer market is undergoing fundamental change. Most significant is the increasing manifestation […]

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Expanding China-Africa Oil Ties

Via the Council on Foreign Relations, an interesting look at Chinese-African oil ties: As global demand for energy continues to rise, major players like the United States, the European Union, and Japan are facing a new competitor in the race to secure long-term energy supplies: China. The economic powerhouse has increasingly focused on securing the […]

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Burger King: Beefing Up In Colombia

Courtesy of The Financial Times, a report on Burger King’s plans to expand in Colombia: Just months after it announced an ambitious plan to take on arch-rival McDonald’s in China, Burger King is back with another expansion plan. This time, the company is teaming up with Promotora, a Colombian private equity fund, to beef up […]

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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.