Archive for August, 2013

Investment Trends Bode Well For Vietnam’s Economic Future

Courtesy of STRATFOR (subscription required), a close look at Vietnam: Recent trends in foreign direct investment may be a good sign for Vietnam, which has struggled to attract investors since the global economy slowed down in 2009. In fact, FDI into Vietnam has recovered significantly in 2013, and it has been appropriated to areas that […]

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Pemex: How To Fix A State-Run Oil Monopoly That Hasn’t Returned A Profit In Seven Years?

Via Quartz, a look at Mexico’s efforts to reinvigorate PEMEX and Mexico’s energy sector: The time has nearly come for Mexico’s president, Enrique Peña Nieto, to unveil his plan to reform Mexico’s heavily protected energy sector. But is Mexico ready? Peña Nieto is slated to propose a sweeping energy reform this week, which could come as […]

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Afghan Mining Deal With China Facing Failure

Via Deutsche Welle, an interesting report on the status of China’s large mining project in Afghanistan: Afghan natural resources are valued at $3 trillion. But for security reasons, a multibillion-dollar mining deal between Kabul and Beijing is now in jeopardy. Its failure would have a big impact on the Afghan economy. It was meant to […]

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The Uncertain Future of the Sino-Myanmar Pipeline

Via STRAFOR (subscription required), a report on an energy corridor being built by China to Myanmar: Domestic political opposition and security concerns in Myanmar could threaten an energy pipeline built in the country by China, its longtime patron. Beijing conceived of the pipeline before Myanmar began its opening to the rest of the world in […]

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Doing Business In Sudan

Via How We Did It In Africa, some interesting thoughts on Sudan: Sudan may not be a country that many foreign investors are rushing into, but with its geographic positioning for trade, and opportunities in agriculture and mining, the economy does hold potential for those willing to take on a challenge. After years of civil […]

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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.