Archive for 2012

Burma’s Economic Reboot Marches On

Via The Diplomat, an article on Myanmar’s continued economic renaissance: With its eerily quiet corridors and lack of activity, the Central Bank of Myanmar building in Rangoon serves as testament to the haphazard policies of the Burmese government’s past. Occupying a large compound in the north of the city, this vast structure has remained under-used […]

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Farc Peace Talks: What Will It Mean For Colombian Investors?

Courtesy of The Financial Times, a report on the potential impact that recent Farc peace talks may have on Colombia’s investment profile: Start spreading the news: the Farc guerrillas and the Colombian government agreed to begin peace talks during a meeting in communist-led Cuba, local media reported on Monday. The Andean country has attracted record […]

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Philippines: Young, Cash Rich, and Urbanizing

Via the International Herald Tribune, an interesting look at the Philippines: In the upscale business district of Manila, a midweek crowd spills out into the street. The New York-themed Borough restaurant is pulsating to the beat of a Bon Jovi song, while young, hip Filipinos take shots of tequila from a passing tray and sing […]

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South America’s Demographic Future

Via STRATFOR (subscription required), a very interesting analysis of South American demographic trends and how, in the longer term, Argentina’s population will challenge Brazil’s regional leadership: For several decades, countries in Europe and Northeast Asia have seen their populations aging. Low birthrates combined with high life expectancy have caused populations in these countries to age […]

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After Meles, What’s Next For The Ethiopian Economy?

Courtesy of The Financial Times, a look at Ethiopia in light of the passing of Prime Minister Zenawi: The Ethiopian prime minister Meles Zenawi, whose death was announced on Tuesday following prolonged ill health, won’t be mourned by the dissidents that he repressed or their supporters. But he will be missed by those who value […]

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Myanmar’s Emerging Middle Class

Via The Japan Times, an interesting article on Myanmar: Just last month I made my first visit to Myanmar, a place Rudyard Kipling referred to as “quite unlike any land you know about”. While decades of isolation have helped this century-old observation hold true, on arrival in July I was immediately struck by the vibrancy […]

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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.