Archive for February, 2013

Papua New Guinea’s Resource Boom

Via the Emerging Frontiers blog, an interesting look at Papua New Guinea: Papua New Guinea could become the next resources boom state, with a new study revealing the potential for export revenues to swell six-fold by 2030 to U.S.$38 billion a year. According to a report by Port Jackson Partners commissioned by ANZ Bank, the […]

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China: Creating A National Consumer Base

Courtesy of STRATFOR (subscription required), some analysis of China’s efforts to create a national consumer base: One issue will be particularly important in shaping the Chinese government’s approach to social and economic development over the coming decade: transforming China’s nearly 800 million workers (including some 250 million migrant laborers) into consumers. For a system that […]

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Sub-Saharan Telecoms: Getting Connected

Via The Financial Times, an interesting article on sub-Saharan telecoms: The growth in sub-Saharan Africa’s telecoms industry has created global stars in the likes of M-Pesa and MTN, but its continued success rests upon having the right infrastructure to back them up. So the acquisition of Altech Group’s east African telecoms assets by Liquid Telecom […]

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Pipeline Marks Scramble For Myanmar

Courtesy of The Financial Times, a report on the interests of east and west in Myanmar: In May, something curious will happen to the geography of China. The continental-sized country, whose supercharged development has been concentrated in cities on its eastern coast, will gain something it has never had: a western seaboard. An 800km gas […]

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Which African Cities Will See The Most Growth Over The Next Five Years?

Via How We Made It In Africa, a look at Africa’s urban growth: Companies looking to expand into Africa should seriously consider setting up shop in Accra, Lusaka and Luanda. This is if the recently released MasterCard African Cities Growth Index is to be believed. The index, produced on behalf of MasterCard by Prof. George […]

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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.