Archive for April, 2013

Keeping Cairo Solvent

Via STRATFOR (subscription required), an interesting report on Egypt’s economic woes: Cairo’s growing dependence on financial assistance from neighbors underscores just how desperate Egypt’s economic situation has become. The worry now is that Egypt could collapse politically and economically, and that the ensuing instability could spread westward across the Maghreb and eastward across the Sinai […]

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Mozambique’s Promising Future

Via How We Made It In Africa, a detailed look at Mozambique: After almost two decades of civil war, Mozambique is rapidly emerging as one of the fastest growing economies in Africa. Economic growth is expected to average around 8% over the next few years, inflation is slowing from 8% in 2012 to an estimated […]

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Mongolia: Growing Pains?

Via Foreign Policy, an updated look at Mongolia’s economic performance of late: As I suspect others with a professional interest in Mongolia’s transition to democracy and capitalism have found, the country seems to attract attention in a predictable cycle. On the up side, some peripatetic journalist based in Beijing with time to kill discovers the […]

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Laos High-Speed Rail: China’s Ticket To Ride To Southeast Asia And Beyond

Courtesy of The Financial Times, an article on a high-speed rail project between Laos and China: It looks like Laos, China’s tiny landlocked southern neighbour, is about to find out whether sharing a border with China is a good thing. Laos has two things China needs – natural resources such as potash and hydropower, and […]

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Frontier Entrepreneurship: Doing Business In The Hardest Spots On Earth

Courtesy of Inc., an interesting article (first in a series) on frontier entrepreneurship by Jake Cusack and Matthew Tilleard, a pair of investment advisors who work with growth companies in Afghanistan, South Sudan, Iraq, Haiti, and other countries devastated by war and poverty: You can learn a lot about a country on the way over, […]

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Chinese Media Investment In Africa

Via Balancing Act, an interesting commentary on Chinese investment in African media: Both private and state-owned Chinese companies are investing heavily in Africa. Part of this media push into Africa is about winning new friends and influencing the right people. The other part is straightforwardly looking to create new markets for both its technology and […]

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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.