Archive for January, 2013

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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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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China: Soon To Control Over 40% Of Kazakhstan’s Oil

Via The TengriNews, an interesting article on China’s investment in Kazakhstan’s oil sector: The share of Chinese companies in the Kazakhstan’s Oil and Gas industry will exceed 40% in 2013, KazTag reports, citing an unidentified source. “According to some estimates, Chinese companies will have gained control of over 40% of Kazakhstan’s oil by the fall […]

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A Middle Class Emerges From Peru Growth

Courtesy of The Financial Times, an interesting article on the emergence of a middle class in Peru: As Chinese-made motorcycle-taxis try to avoid minivans on the chaotic and dusty outskirts of Peru’s capital, Lima, a glossy and incongruent structure rises amid the street stalls and shanties: a new shopping mall. “Soon, everything will be possible […]

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Economist Intelligence Unit Forecasts Mongolia As The Second Fastest Growing Economy

Via the UB Post, a forecast of Mongolia’s growth in 2013: Mongolia is expected to be the second fastest growing economy in the world with 13.5 percent GDP rise in 2013, according to the latest estimations by the Economist Intelligence Unit (EIU). EIU is an independent business under the media giant Economist Group based in […]

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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.