Archive for 2012

The World’s Fastest Growing Economy: Mongolia

Via The Atlantic, a look at Mongolia … part of a new class of countries that, like the Middle Eastern states that got rich selling oil to the West, have hitched their economies to resource-hungry China: A tourist stands at Sükhbaatar Square, in the Mongolian capital of Ulan Bator. (Wikimedia). If you can make your […]

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YPF: Investment Up, Dividends Down, Operational Plans TBA

Via The Financial Times, a report on the latest YPF shareholders’ meeting: Tuesday’s meeting of YPF shareholders in Buenos Aires was most notable for its interminable length – more than six hours – and for decisions to ramp up investment and drastically cut the company’s dividend payout. But investors will have to wait a bit […]

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Energy’s Era Of Abundance: Winners And Losers In The Age Of Plenty

Courtesy of Foreign Policy’s Oil and Glory, a look at winners and losers in the new age of energy abundance: We are suffering whiplash: For nearly four decades, OPEC — the cartel formally known as the Organization of Petroleum Exporting Countries — has been a major economic and geopolitical force in our collective lives, driving […]

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Reviving Mexico’s Economy

Via Foreign Policy, an interesting article on Mexico’s economy and how it could be revived: Mexico’s tepid economic performance in the last decade has been a major disappointment — and is one reason why the PRI, the less-than-democratic political party that was ousted in 2000 after 71 years of rule, has just returned to power […]

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Cuba Hits Wall in 2-Year Push to Expand the Private Sector

Courtesy of The New York Times, an article on Cuba’s efforts to expand its private sector: Those awaiting measures to create even more opportunity for private business got the opposite last week, when news spread of a little-advertised government decision to charge steep customs duties on the informal imports, from Miami and elsewhere, that are the lifeblood of many […]

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Investment Risks In Myanmar

Courtesy of Asia News Network, an interesting article on potential investment risks in Myanmar: Despite tremendous interest in Myanmar following the lifting of sanctions, investors still face many risks as the country is in the middle of reforms on many fronts, a partner at Baker and McKenzie has warned. “Hopefully, Myanmar will follow its promises,” […]

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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.