Archive for March, 2013

Gazprom: Russia’s Pipe Nightmare?

Courtesy of The Economist, a detailed look at Gazprom: THE good times for Gazprom once seemed like they would never end. The world’s largest natural-gas producer, founded out of the old Soviet gas ministry, enjoyed sky-high gas prices for years. The gas flowed along pipelines into Europe; the profits flowed back. Gazprom began work on […]

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Sudan’s Energy Industry: On The Comeback Trail?

Courtesy of Eurasia Review, a look at Sudan’s energy industry: South Sudan may have taken most of Sudan’s known energy reserves with it when it voted for independence in 2011, but that doesn’t mean Khartoum has given up on keeping Sudan in the mix of Africa’s key energy players. Eyeing a bounce back, Sudan has […]

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The Final Frontier: Sub Saharan Africa

Via Foreign Policy, an interesting article on Sub Saharan Africa: In popular culture, sub-Saharan Africa may still conjure  images of conflict and poverty, yet investors from Wall Street to Main Street are taking a decidedly rosier view. Africa’s surging growth is now well known — the region is home to six of the 10 fastest-growing […]

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Invasion, Insurgency …Investment? Iraq Looks Beyond its Troubled Past

Via Emerging Markets blog, a report on Iraq: For most people, chances are that the mention of Iraq conjures up images of suicide bombs, sectarian strife, and widespread destruction. In the aftermath of the 2003 US-led invasion and Saddam Hussein’s deposition, a power vacuum and simmering Sunni-Shia tensions led to a bloody civil war that […]

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Africa: A Tsunami Of Liquidity Set To Wash Up On Its Shores?

Courtesy of The Financial Times, an interesting commentary on Africa: It was Vinod Khosla, who bagged a billion at Sun MicroSystems in Silicon Valley, who said, ‘The future is not seen in the rear view mirror.’ I started my journey from Mombasa, spent half my life in the City of London running interest rate trading […]

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Pakistan Makes Two Bold Decisions

Via Eurasia Review, an interesting OpEd on two strategic decisions recently taken by Pakistan: Aerial view of Gwadar Port, Pakistan  Pakistan has recently made two very bold, but strategic decisions, which have drawn the concern of regional and global superpowers. These decisions are: 1) transferring management of the Gwadar port located in Balochistan to China […]

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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.