Archive for May, 2013

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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A Tired Tiger? Vietnam’s Star Is Dimming

Courtesy of Bloomberg, a sobering look at Vietnam: Like other would-be tiger economies, Vietnam faces a trifecta of new threats: a crisis-paralyzed Europe, a faltering America, and a newly spendthrift Japan. Yet the biggest risk to the nation’s future may be old-fashioned nostalgia. It has been 27 years since Hanoi launched the “Doi Moi” reforms […]

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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.