Archive for October, 2012

Indonesia: The Next Asian Tiger?

Via The Diplomat, a look at Indonesia: When American economist Nouriel Roubini sets his sights on a country, it is often a cause for concern. Roubini is known by the comic book-villain monikers “Dr. Doom” and “Permabear”, nicknames he earned after successfully predicting the collapse of the U.S. subprime mortgage market and subsequent global economic […]

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The $10 Trillion Dollar Prize: Captivating The New Affluent In China And India

Via The Financial Times, an interesting book review looking at a recent publication on It is no secret that Asia’s two emerging superpowers are giving birth to a vast new middle class. But just what is meant by that term is rather less clear. Take India, a nation of about 1.2bn people. Are its middle […]

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Myanmar To Become The Next Low Cost Labor Producer?

Via ValueWalk, a look at Myanmar’s manufacturing potential: After political reforms, following Myanmar’s democratic elections this past April, the United States government has decided to lift an export ban on the backwards S.E. Asian nation. Despite being among the most resource rich countries in the region, Myanmar lags far behind its emerging competitors, with a […]

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Sudan, South Sudan Reach An Oil Deal

Via STATFOR (subscription required), a report on the recent Sudan – South Sudan oil deal: Sudanese President Omar al Bashir and South Sudanese President Salva Kiir signed a deal late last week allowing South Sudan to resume oil exports, which had been cut off since January due to a dispute over transit and production fees. […]

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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.