Archive for 2012

Myanmar Investing: Early Days Yet

Courtesy of The Financial Times, a report on Myanmar’s investment potential: Opposition leader Aung San Suu Kyi’s landslide victory in parliamentary by-elections in Myanmar has effectively fired a starting gun around the investment world. The result would give her National League for Democracy party 6 per cent of the seats in parliament should legal and […]

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Can Myanmar Mimic China’s Transition?

Via Asia News Network, a look at the potential of Myanmar to follow China’s development path: China has been praised for its successful economic development after adopting a market economy. It has overtaken Japan to become the world’s second-largest economy. Now Myanmar has started to open up to the world. It will be interesting to […]

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Laos

Courtesy of STRATFOR (subscription required), a look at Laos’s economic potential in light of the changes happening in the region: Long one of the poorest countries in Southeast Asia, Laos has moved in recent years to capitalize on the region’s robust economic growth and increased integration by recasting itself as a “corridor country” able to […]

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The Pipeline That Wasn’t: Myanmar-Bangladesh-India Natural Gas Pipeline

Courtesy of The Journal of Energy Security, a report on a potential Myanmar-Bangladesh-India natural gas pipeline that did not come to fruition: The lack of convergence in the energy security policies of India and Bangladesh has impacted the outcome of the Myanmar-Bangladesh-India (MBI) pipeline project. This project, envisaged as an important aspect of the energy […]

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Cambodia: The New Emerging Market?

Via Leopard Capital’s blog, a look at Cambodia:  The last time I spoke with my friend Doug Clayton our attention was focused on the unfolding and rapidly rising market in Myanmar, a country Doug is heading to shortly and one I’ll be returning to later this year with some friends. I caught up with Doug […]

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Bangladesh’s Rising Income Potential

Courtesy of the Huffington Post, a look at Bangladesh: Bangladesh is poised to follow China and India’s recent growth pattern of rising per capita income as the recent distribution of economic growth has shifted in favor of low and middle income countries. Bangladesh’s estimate of economic growth is predicated upon its impressive growth performance of […]

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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.