Archive for 2012

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 […]

Read more »



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 […]

Read more »



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 […]

Read more »



Facebook’s Global Plan: Find The Next Billion Users

Courtesy of Quartz, an article on Facebook’s global strategies: Facebook’s 242 million users in Asia represent just 6% of the continent’s population. Can you say growth opportunity? This is the story of Facebook’s rapidly unfolding plan to take over the world, or at least the world wide web. It’s a tale that’s been hiding in […]

Read more »



A BRIC Wall?

Via Mark Mobius’ blog, an interesting commentary on the BRIC’s economic growth and continued prospects: A global pattern of easing economic growth in the first half of 2012 has impacted the “BRIC” nations – Brazil, Russia, India and China. However, I don’t think the BRIC economies have hit a brick wall. While some market participants […]

Read more »



India: Venezuela’s New Petro-Amigo

Via The Financial Times, an interesting look at the blossoming relationship between India and Venezuela: Venezuela’s gigantic oil reserves are coveted the world over – especially the Orinoco extra-heavy crude belt, which is one of the planet’s few remaining largely untapped reserves of hydrocarbons. Investment conditions in Hugo Chávez’s Venezuela may not be ideal, but […]

Read more »


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.