Archive for October, 2012

Angola Fund Set To Invest Oil Revenue In Businesses

Courtesy of the New York Times, a report on Angola’s recent decision to create a sovereign wealth fund: Angola’s government announced Wednesday the creation of a sovereign wealth fund that will invest profits from oil sales in businesses in an effort to diversify the country’s economy and spread prosperity beyond the small elite that has […]

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Fulfilling Myanmar’s Economic Promise

Via The Financial Times, a commentary on Myanmar: After years of international isolation, the government of Myanmar has a golden opportunity to create a fully-inclusive financial system. It should take it. Market forces are already at work in the country. You can see that if you try to book a hotel room in Yangon. They […]

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Evolution Of Latin America’s Economies

Via The Council on Foreign Relations, an interesting look at the growth of Latin America’s economies: I’ve been looking recently at the structural changes in many of Latin America’s economies (through the evolution of their exports). The different trajectories are quite striking, as you can see in the graphs below. Out of Latin America’s biggest […]

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Emerging Markets Consumers: A Look Ahead To 2050

Via The Financial Times, a look at emerging market consumers in 2050: The Philippines and Peru aren’t always the first names to crop up when it comes to analysing the brightest prospects in emerging markets. But they are two of the surprise performers in our study of the Consumer in 2050, which looks at how […]

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Colombia and Argentina: Who’s Bigger?

Courtesy of The Financial Times, a comparison of Colombia and Argentina, and a reflection on Colombia’s rapid rise: Two years ago, when we started our tenure at Colombia’s finance ministry, we realised that, using IMF data, Colombia’s GDP had become larger that Venezuela’s. Having been trailing behind our neighbour for decades, such an achievement was […]

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Indonesia: The Case For Adding An Extra “I” Into BRIC Has Never Been Stronger

Via The Financial Times, a look at Indonesia’s economic growth: During the last decade, while the world has looked to the Bric countries to deliver growth and China and India have been the main focus of attention in Asia, Indonesia has largely slipped under the radar. Were it not for China and India, though, Indonesia […]

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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.