Archive for April, 2013

Connectivity In Asia: Reviving The Old Silk Road?

Via The Eurasia Review, an interesting article on the potential revival of the Silk Road: Silk Road extending from Europe through Egypt, Somalia, the Arabian Peninsula, Iran, Afghanistan, Central Asia, Pakistan, India, Bangladesh, Java-Indonesia, and Vietnam until it reaches China. The land routes are red, and the water routes are blue. THE SILK Road refers […]

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Growth From The Ground Up In Iskandar

Via Mark Mobius’ blog, a look at Iskandar, Malaysia: Our emerging markets team isn’t too keen on following crowds. Part and parcel of Templeton’s contrarian approach is traveling to places others aren’t, and thinking about the long-term potential in specific industries and companies that may not be on others’ radar screens. One place we’ve had […]

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Apple…In Afghanistan

Via Quartz, an interesting article on Apple’s popularity in Afghanistan: Where do people in Kabul go when they want to buy an iPhone? The same place as everybody else: an Apple Store. But one thing separates the Apple Store in, say, New York, from the one in Kabul: Apple either doesn’t know it exists, or […]

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Afghanistan Has What China Wants

Via Foreign Policy, a look at China’s interest in Afghanistan: As we near the date of withdrawal for U.S. combat forces in Afghanistan, the debate about the country’s largest neighbor has shifted.  No longer are American analysts worried about Chinese investments free-riding on U.S. and NATO stability efforts.  Now, the hope is that China’s massive […]

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A Visit To The Libyan Stock Exchange

Via Capitalist Exploits, an interesting report on the Libyan stock exchange: I spent most of the past week in Tripoli, Libya. The primary intent for this trip was to choose a location that will house our long-awaited property venture there. That part of the trip went well; we have access to several feasible options in […]

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The Next, And Overlooked, VC Opportunity: The Middle East

Via the Harvard Business Review, an interesting look at venture capital in the Middle East: Venture capital is ignoring the Middle East for all the wrong reasons. Ultimately, playing it safe will cause them to yield new opportunities. I’ve interviewed over 150 impressive, young entrepreneurs and engineers throughout the Arab world. Many have visited the […]

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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.