Archive for 2012

A Look at the BRICS Part I: Brazil’s Woes

Via ValueWalk, a look at the BRICs, beginning with Brazil: The BRIC countries (Brazil, Russia, India and China) have been touted as the world’s driving forces in economic growth and development for the next 2-3 decades. However, recent economic challenges are putting question marks on the promise upon which, many have placed their hopes. The […]

Read more »



China’s Pipe Dream Turns Into a Public Relations Nightmare

Via Energy Tribune, an article on China’s oil & gas pipeline project in Myanmar: China’s oil and gas pipeline in Myanmar is making progress and projected for completion by mid 2013. Yet all is not well for the Middle Kingdom with its long-time ally Myanmar. Despite spending billions on the pipeline and trying to appease […]

Read more »



Muscling Into Myanmar’s Surprisingly Crowded Business World

Via The Financial Times, a commentary on gaining access to Myanmar’s best investment opportunities: The US’s decision to suspend some key sanctions against Myanmar is the latest and perhaps most prominent endorsement received by that country’s new quasi-civilian regime. Global interest has surged, due to Myanmar’s vast untapped natural resources, underexploited agricultural sector and huge […]

Read more »



Latin America: Trading and Investing Together

Via The Council on Foreign Relations, a look at the progress towards integration in Latin America: Economic ties lead Latin America’s integration efforts. Promising some of the greatest concrete benefits—larger markets, improved livelihoods, and enhanced global economic power—leaders and communities alike have tried to integrate the region through three main means: trade, infrastructure, and investment. […]

Read more »



Chevron Invests $2bn In Venezuelan Oil

Courtesy of The Financial Times, a report on Chevron’s recent decision to invest $2bn in Venezuelan oil: While many inhabitants of Venezuela’s north-western state of Zulia are screaming blue murder about the onset of petrol rationing, US oil major Chevron has quietly just agreed to invest $2bn to ramp up production in the region. Chevron’s […]

Read more »



Deal of the Century: Will Chinese Investment Save Congo?

Courtesy of the Foreign Policy Association, an interesting article on China’s investment in the Congo: Twenty-four trillion dollars.  It is a number that beggars the imagination, almost 40% of the global economy, and it is buried in one of the world’s poorest and most violent countries: the Democratic Republic of Congo.  Failed state, rape capital […]

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.