Archive for January, 2013

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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Africa Is Rising: Inside The Continent’s Great Economic Leap

Via Daily Beast, an upbeat report on Africa’s economic potential: In corporate boardrooms and global-investment seminars, more CEOs and business leaders are talking about Africa. That much was evident at a recent New York Stock Exchange investor conference, where along with references to Africa as the “new Asia” or “home of the next Google” there […]

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Emerging Markets In 2013

Via Foreign Policy, an interesting look at emerging markets in 2013: Since the onset of the financial crisis in 2008, investors and companies have focused mainly on risks in developed world markets. But as conditions in the U.S. and Europe continue to improve in 2013, the most worrisome risks will again come from emerging market […]

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The Next Emerging Markets?

Via Index Universe, a report on the next emerging markets: As emerging markets have grown in popularity and significance over the last two decades, many of the benefits of investing in these once-idiosyncratic markets have diminished, to some extent. The correlation of emerging markets with developed markets has steadily risen, eroding diversification benefits. If anything, […]

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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.