Archive for July, 2013

The World’s 60 Most Fragile States

Courtesy of Foreign Policy, an interesting look at the world’s most fragile states: The distinction of being a “failed state” is inarguably damning, but the 12 indicators factored into this determination highlight how complex it is to measure the weakness of states. A wide range of issues — wars, hunger, brutal dictatorships, child mortality, economic […]

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‘There’s No Such Thing as a Failed State’

Courtesy of Foreign Policy, a look at one investor’s take on failed states: Mark Mobius is the kind of guru to whom other gurus turn for advice. With his signature white suits and gleaming, clean-shaven pate, he very much looks the part too. Executive chairman of Templeton Emerging Markets Group, managing some $45 billion and […]

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The Geopolitics Of China’s New Energy Route

Via Global Policy, an interesting commentary on China’s new energy route via Myanmar: China’s state-run China National Petroleum Corporation (CNPC) completed construction of a natural gas pipeline from Myanmar to China on 28 May 2013 and is close to finishing an oil pipeline. The pipeline will start delivering gas from Myanmar’s west coast in the […]

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Guinea: Buried Secrets

Via New Yorker, an interesting article on how an Israeli billionaire wrested control of one of Africa’s biggest prizes in Guinea: One of the world’s largest known deposits of untapped iron ore is buried inside a great, forested mountain range in the tiny West African republic of Guinea. In the country’s southeast highlands, far from […]

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Russia: Victorious In Battle Of Pipeline Politics, But Now What?

Via Quartz, an interesting article on Russia’s pipeline politics victory: Russia has won a big round in an almost two-decade battle with the West over the flow of natural gas from the Caspian Sea. But the June 28 victory is a mixed one for Moscow, for it helps undermine the rationale for another Russian project—one […]

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Djibouti: Africa’s Next Trade Hub

Via WikiStrat, a look at Djibouti’s economic potential: Djibouti has served as the main port that connects Ethiopia’s economy with that of the rest of the world since the Ethiopia/Eritrea war eliminated Eritrea as a port for Ethiopian goods. At the start of the 21st century, the vast majority of Ethiopian exports traveling through Djibouti […]

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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.