Archive for March, 2013

Western Firms Rethink Asia Approach

Via The Wall Street Journal, an article on how Western multinationals are targeting Asia: After supplying locomotives to Indonesia’s state-owned railway for 60 years, General Electric Co. GE -1.12%faced a serious threat to its dominance in the country’s locomotive market last year. Indonesian railroad operator PT Kereta Api needed 100 locomotives to alleviate overcrowding on trains […]

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Frontier Markets: How Second-Generation Emerging Markets Became Today’s Hottest Investment

Via Foreign Policy, an interesting look at frontier markets: Remember the heady days of just a couple of years ago, when China’s economy was growing at near double-digit rates? No longer. The BRICS are still growing, of course, but their wild teenage years are coming to an end. And as these markets have begun to […]

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Aspiring Africa

Courtesy of The Economist, a report on Africa’s economic development: CELEBRATIONS are in order on the poorest continent. Never in the half-century since it won independence from the colonial powers has Africa been in such good shape. Its economy is flourishing. Most countries are at peace. Ever fewer children bear arms and record numbers go […]

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How Afghanistan Is On The Leading Edge Of A Tech Revolution

Via Time Magazine, an article on Afghanistan’s mobile money initiative: In the eyes of the rest of the world, war-torn Afghanistan is a place with a beaten-down infrastructure, the minimum of modern amenities and certainly none of the services made possible by the latest technological advances powering the Internet, financial services and telecommunications. Surprisingly, however, […]

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Importing Americana To The Mideast

Via Fortune Magazine, an interesting report on how M.H. Alshaya is transforming mall culture in the Gulf region with lattes, milk shakes, and cheesecakes: A Pinkberry yogurt shop at the Mall of the Emirates in Dubai David Overton makes a point of trying to get to every one of his restaurant openings. In the 35 […]

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Safari Guide? Helping Frontier Market Investors Succeed…

Courtesy of The Economist, an interesting article on Mara, a company that helps investors in Africa succeed: CARDBOARD BOXES are not sexy. But they are useful: imagine trying to shift a lorryload of eggs from farm to shop without packaging. Because boxes make it easier to move things around, they allow shops to stock a […]

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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.