Archive for May, 2013

Opportunities And Challenges In Central Asia

Courtesy of Emerging Markets Insights, an interesting look at Central Asia: Turkmenistan: A closed, state-controlled economy undermines potential opportunities for investment in the market. Oil and gas production, plus investment in infrastructure and construction are the main growth drivers. This is very visible in Ashgabat, the capital, a city re-built in white marble to dominate […]

Read more »



Need For Provincial Segmentation When Focusing On ASEAN

Courtesy of Emerging Markets Insights, an interesting report on the need for provincial-level segmentation when developing an ASEAN strategy: 1. Country-Level Analysis Not Enough: a. As the region matures and companies increase their focus on it, executives need to conduct in-depth provincial analysis in order to understand where the specific demand-side opportunities lie and where […]

Read more »



James Passin: The American Who Bought Mongolia

Via Bloomberg BusinessWeek, an interesting look at Mongolia: The Mongolian Stock Exchange occupies a single room inside a gray building that once housed a children’s movie theater, just off Sükhbaatar Square in the capital city of Ulaanbaatar. On any given day, it’s quieter than the nearby National Library, as 20 or so traders in cubicles […]

Read more »



Lagos: Soon To Be Africa’s 13th Biggest Economy – Equivalent To Ghana

Via How We Made It In Africa, a report on Lagos’ economic power: Lagos, Nigeria’s commercial hub, could soon have a US$45 billion economy – equivalent to that of Ghana, according to a recent report produced by Renaissance Capital economist Yvonne Mhango. Mhango says that the size of Lagos State’s economy is currently about US$32 […]

Read more »



Commerce In Kabul

Courtesy of The Financial Times, an interesting article on doing business in Afghanistan: Hassina Syed, founder and chief executive of Afghanistan’s Syed Group, seems remarkably calm for a mother of three who has spent time in a crowded Kabul jail for failing to pay protection money to the police and has sent her older children […]

Read more »



Oilmen Ready For Risky Push Into Somalia

Via Energy Daily, a look at planned oil development in Somalia: Foreign companies are getting ready to undertake the risky business of exploring for oil in war-torn Somalia, a quest that could trigger new conflict as the Western-backed government struggles to stop die-hard Islamist insurgents. “The world’s leading oil companies are increasingly accepting that their […]

Read more »


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.