Archive for June, 2013

Peering Into The North Korean Economy, Via Satellite

Via the BBC, an interesting article on North Korea’s economy: Amid the current tensions between North and South Korea, much focus has been on their shared industrial zone, where economic output has ground to a halt. The furlough is said to have cost the cash-strapped North some $90m (£58m) in wages, and the South’s businesses […]

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Sudan, South Sudan: A Pipeline Attack Amid Oil Talks

Courtesy of STRATFOR (subscription required), analysis of a recent pipeline attack in South Sudan: The oil pipeline facility in Heglig, South Kordofan state, Sudan. Summary Sudanese army officials said June 13 that rebel groups operating in the contested Abyei region between Sudan and South Sudan attacked a pipeline June 12 and caused an explosion. Khartoum claims […]

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Welcome To Mogadishu

Courtesy of The Financial Times, a report on Somalia: Boys repairing fishermen’s nets on Mogadishu seafront You can see where their heads hit the roof,” says a member of Somalia’s bomb squad. He is showing me pictures of the latest co-ordinated suicide attack. Even in the mess that mingles body parts of victims and perpetrators, […]

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China’s Global Reach

Courtesy of the New York Times, an OpEd on the global reach of China’s state capitalism: THE combination of a strong, rising China and economic stagnation in Europe and America is making the West increasingly uncomfortable. While China is not taking over the world militarily, it seems to be steadily taking it over commercially. In […]

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A Looming Showdown Over Iraqi Kurdish Oil

Courtesy of STRATFOR (subscription required), a detailed analysis of another showdown that is building between the Kurdistan Regional Government and the government of Iraq over oil exports, only this time Turkey has entered the fight: Turkey has a dilemma. Its competition with Iran in Syria has already been exposed — Turkey is backing the Sunni […]

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Myanmar: Promise … With Pitfalls

Courtesy of The Economist, a report on the investment potential of Myanmar: MANY OUTSIDERS SEE Myanmar’s opening up as an unmissable economic opportunity. It is the last large Asian country to become connected to the world economy, leaving only North Korea, which is both smaller and infinitely less promising. Myanmar, with about 60m people, is […]

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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.