Archive for January, 2013

Frontier Markets And The New Global Economy

Via Mastercard, an interesting report on frontier markets: The frontiers of civilization as traditionally characterized – like the Wild West or Arctic poles – occupy a position not unlike that of the global economy’s frontier markets today: not only do they inspire excitement and symbolize novelty, they also represent a wealth of unexplored opportunity. Frontier […]

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Yemen – Terrorist Haven, Rising Petro-State?

Via Oil Price, an interesting look at Yemen: Yemen is Arabia’s neglected corner, with Saudi Arabia garnering the lion’s share of media coverage. But the impoverished nation of 24 million people seems fated to play an ever increasing role in two areas of western interest – oil exports and terrorism. Which factor will win out […]

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Mexico: A False Dawn?

Via Foreign Policy, a report on Mexico’s economic rise: Mexico begins the new year with unusual optimism. People here have new hope that the worst of the drug war has passed, and the economy has returned to growth after a brutal recession. But in Mexico, things often aren’t what they seem: Is this country really […]

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World’s Middle Class: 5 Billion By 2030

Via Quarz, an interesting look at the rise of the world’s middle class: Millions of newly affluent people in emerging economies are reshaping and resizing the global middle class. The world’s middle class will swell from 2 billion to almost 5 billion by 2030, with most of that growth coming from developing countries, according to […]

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Investment Case For Africa

Via How We Made It In Africa, some interesting analyst commentary on the investment case for Africa: Anthony, you’ve highlighted the investment case for Africa for several years. Why are you so excited about the opportunities there? Anthony Eaton: The average age in Africa is about 20. In Asia it’s about 30. In contrast, in […]

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Kenyan Oil: Hot And Getting Hotter?

Via OilPrice.com, a look at why Kenya has become the hottest oil and gas venue in East Africa since big discoveries were made in the country’s virgin oilfields last April and if the country will be able to quickly – and economically – develop those discoveries into production: Oilprice.com: There were some major discoveries in […]

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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.