Archive for 2012

Myanmar

Via The Emerging Frontiers blog, a look at Myanmar: Looking for the latest Asian frontier market? Mongolia is so 2011; check out Myanmar instead. The 55 million-person-strong Southeast Asian nation, tucked between India and China, is emerging from nearly two decades of Western sanctions. The military junta whose actions precipitated those U.S. and European strictures […]

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From BRICS TO BRINCS: Lagos Holds The Key

Via VenturesAfrica, a look at Nigeria’s potential: Participants at the just concluded 6th Lagos Economic Summit also known as “Ehingbeti 2012” have affirmed that Nigeria can be among the top economies in the world if the proper infrastructures are put in place. The Economic summit, which had in attendance leading speakers from the US, United […]

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Mobius: Africa – The Final Chapter

Courtesy of The Financial Times, a report on Mark Mobius’ interest in Africa: Not every fund manager has a comic book made about them. Mark Mobius, the legendary emerging markets investor, has. Published five years ago, our hero finds himself in Africa in the final chapter. Fast forward to May 2012. Franklin Templeton Investments will […]

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Chinese Oil: An Evolving Strategy

Courtesy of China Dialogue, a look at China’s evolving global oil acquisition strategy: China’s thirst for oil and gas, fuelled by its breakneck economic growth, has been the primary driver behind efforts to forge ties with any country or regime with abundant energy resources. The conventional wisdom views Chinese National Oil Companies (NOCs) as arms […]

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In a Change, Mexico Reins In Its Oil Monopoly

Via The New York Times, a look at the Mexican government’s increasing role in Pemex’s daily operations: Pemex, the state-owned oil company, invested billions at the Chicontepec field, but has extracted little petroleum. For seven decades, Pemex, Mexico’s state-owned oil monopoly and a mainstay of the government’s revenue, regulated itself — which is a polite […]

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Bangladesh: Strong Promise of Growth

Via The New York Times, a report on Bangladesh: Bangladesh is probably one of the last places in Asia people would expect to see a thriving beachside resort with luxury hotels. And yet, Cox’s Bazar is exactly that — a place where affluent Bangladeshis go for a weekend of seaside fun. During the high season, […]

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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.