Archive for January, 2013

Ethiopia: Getting In On The Ground Floor

Via Emerging Markets Insights, a report on Ethiopia: From Addis Ababa to Mekele, my latest trip to Ethiopia provided insights for the improving investment climate, in particular for consumer goods companies. Despite the absence of international food chains, American and European personal care and household products fill the shelves of small stores in the capital […]

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China’s “String Of Pearls” Strategy: Secure The Ports Of South Asia

Via WorldCrunch, a look on China’s “String of Pearls” strategy to secure the ports of south Asia: In the port of Chittagong, containers pile up like colorful cubes of sugar. Dozens of ships scurry down the estuary of the Karnaphuli, the river that winds around the economic capital of Bangladeshto finally stream down into the […]

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Africa’s Rise Is Real

Via Foreign Policy, a look at why Africa’s growth skeptics have got it wrong. The continent’s rise is very real: The counter-attack, when it came, failed to live up to our expectations. As the authors of a book that challenges so much of what passes for conventional wisdom about Africa in financial, academic, and NGO […]

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Bypassing Pakistan’s Woes, Karachi’s Bourse Booms

Via Emerging Frontiers blog, a look at Pakistan: When Pakistan receives international media coverage, it is usually not pretty. The world’s sixth most populous country has remained in the headlines due to its shaky security situation, including bomb attacks and an ongoing Taliban insurgency near the border with Afghanistan. This year’s upcoming elections will cast […]

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Emerging Market Consumers: From Mao To Moet

Courtesy of The Economist, an interesting article on emerging market consumers: INTELLIGENCE agencies seldom take a sunny view of the world. Yet the latest report from America’s National Intelligence Council (“Global Trends 2030: Alternative Worlds”) is rather cheerful. The council frets about threats ranging from cyber-sabotage to nuclear holocaust (in a brilliant piece of understatement […]

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The New Global Energy Map

Via Foreign Affairs, a look at how global changes are impacting the world energy order: The energy map of the world is being redrawn — and the global geopolitical order is adrift in consequence. We are moving away from a world dominated by a few energy mega-suppliers, such as Russia, Saudi Arabia, and Venezuela, and […]

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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.