Archive for October, 2013

Elephants And Tigers: India Business In Africa

Via The Economist, an interesting report on Indian business in Africa: ABHIJIT SANYAL is sitting on a beach-chair watching frothy waves roll in from the Indian Ocean. He arrived in Tanzania a year ago after a career in his native India with Unilever, an Anglo-Dutch consumer-goods giant. ChemiCotex, an industrial company in Dar es Salaam, […]

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Future Of Laos

Courtesy of The Economist, a detailed look at Laos: THE Airbus A320 was ordered by Colonel Muammar Qaddafi, but somehow ended up as the prized possession of Lao Airlines. From a window seat flying above Laos a visitor gets a sense of the state’s weaknesses. Deforestation stretches all the way to the Chinese border. It […]

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Myanmar’s Mining Industry

Via STRATFOR (subscription required), analysis of Myanmar’s extractive mining industry: Myanmar villagers pan for copper near the Sabal hill mine in Monywa in 2012. Summary A new bill submitted by Myanmar’s Ministry of Mines could make the Southeast Asian nation more attractive to those looking to invest in its mineral extraction sector. Limited surveys conducted […]

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Ethiopia: One Of Africa’s Best Kept Secrets

Via Silk Invest, a look at Ethiopia: In this edition of Silk Invest’s Frontier Market Insights we take a close look at what we believe is one of Africa’s great treasures: Ethiopia. At the bottom of this article we also feature a short BBC documentary that we helped make a couple years ago. It provides […]

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A New Scramble For Africa… Via Infrastructure

Courtesy of STRATFOR (subscription required), an interesting analysis of how improved transport links reveal a renewed economic scramble for the African interior: There is a new scramble for Africa. Roads, railways and pipelines are being built or envisioned into the interior of central Africa from multiple directions. Africa’s geographic tragedy through the ages has been […]

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Afghanistan’s Untold Economic Success Story

Courtesy of Foreign Policy, some commentary on Afghanistan: Managing Afghanistan’s nascent industrial base will be critical as the nation attempts to build a modern economy that is increasingly less dependent on foreign aid. Today, there is great room for optimism as Afghanistan moves toward the post-transition period. Despite having a GDP that was made up […]

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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.