Archive for February, 2013

Ghana: Fast Money, Fast Growth

Via Ventures Africa, a detailed look at Ghana: The Economist once labelled Africa “The Hopeless Continent”. In a U-turn it then granted Africa the label – “Hopeful Continent”. Ghana is now the fastest growing economy in the “Hopeful Continent”. More and more, the prospects for African countries are beginning to stir exciting opportunities for investors […]

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China’s String Of Pearls

Courtesy of STRATFOR (subscription required), interesting analysis of China’s String of Pearls strategy: The New York Times recently reported that China apparently has agreed to take over the operations of a $200 million port it built for Pakistan in Gwadar, on the Indian Ocean close to the Iranian border and close to the entrance to […]

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Why It Makes Sense To Invest In Iraq

Via The International Business Times, a report on investing in Iraq: Hidden behind the constant news flow of suicide bombings, sectarian violence and other atrocities in Iraq, something quite extraordinary occurred recently in the ancient city of Baghdad that may have been ignored by much of the global media. Earlier this month, the Iraqi Stock […]

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China, India, Indonesia, Vietnam, Bangladesh: Best Long-Term Growth Prospects

Via Maplecroft, a report on how China, India, Indonesia, Vietnam, and Bangladesh have best long-term growth prospects in the world: The economies of China, India, Indonesia, Viet Nam and Bangladesh have been identified as having the best growth prospects for business over the next two decades, according to Maplecroft’s newly released Global Growth Atlas 2013, […]

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Cuba: The Next Emerging Market?

Courtesy of Forbes, a report on Cuba On Dec. 11, Cuba authorized the formation of non-agricultural cooperatives. The latest in a series of small liberalizations, this measure could lead to the formation of small and mid-sized businesses in Cuba, and transform sectors of the country’s economy. Small changes allowing some private enterprise in Cuba are […]

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Iraq: Missing The Forest For The IEDs

Via Value Investing Letter, an interesting look at investing in Iraq: Introduction Euphrates Advisors manages the Euphrates Iraq Fund, which applies a contrarian, deep value approach to investing in Iraqi equities. This article is a modified version of the December 2012 Investor Newsletter. It describes our experience in this frontier market in 2012, and highlights […]

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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.