Archive for August, 2013

Asia’s Mega-Mall Boom: Headed Toward Bust?

Via Quartz, a report on Asia’s retail real estate issues: Hint: something’s missing. When the United States was choosing a location in Indonesia for its first @America cultural center—a new, interactive, social-media focused face of diplomacy—it decided to stay far away from the embassies of the city center. A stand-alone building would be too inconspicuous in […]

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More Megaprojects? What China’s Rebalancing Means For Asia

Via The Diplomat, a report on China’s economic presence in Asia, taken in light of its slowing domestic growth: The China boom has changed far more than China itself: its impact has been felt right across the global system, from the wealthiest states to the poorest. But for China’s neighbors, there has been a particular […]

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Why India Is Stumbling

Courtesy of the New York Times, a look at India’s recent economic woes: FOR the past three decades, the Indian economy has grown impressively, at an average annual rate of 6.4 percent. From 2002 to 2011, when the average rate was 7.7 percent, India seemed to be closing in on China — unstoppable, and engaged […]

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Integrated International Oil Company: RIP?

Courtesy of The Economist, an interesting report on how the days of the huge integrated international oil company may be drawing to a close: ON THE surface, things look pretty good for the big, listed oil companies. The world wants more of what they produce than ever before. The price it sells for is high […]

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Telecommunications In Ethiopia: Out Of Reach

Via The Economist, a look at Ethiopia’s telecommunications sector where the government is simultaneously expanding networks while increasing its control over such: ETHIOPIA has Africa’s last big telecoms monopoly. The absence of competition has seen a country of more than 80m lag badly behind the rest of the continent in an industry that has generally […]

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The Promises and Problems of Gwadar Port

Courtesy of Future Directions, some analysis on Gwadar Port which, though plagued with problems, is likely to succeed in becoming an economic hub: Background Gwadar Port is a deep water port being constructed, primarily with Chinese capital, in the south of the Pakistani province of Baluchistan. Operational control of the port was formally transferred to […]

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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.