Archive for November, 2013

Kenya Launches New Railway To Reach South Sudan And Burundi

Via the BBC, a report on a major infrastructure project that could redefine commerce in East and Central Africa: Kenya has formally launched a new, Chinese-financed railway which should extend across East Africa to reach South Sudan, DR Congo and Burundi. The first section will link the Kenyan port of Mombasa to the capital, Nairobi, […]

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How China Took Control of Ecuador’s Oil

Via Reuters, an interesting article on China’s control of Ecuador’s oil: China’s aggressive quest for foreign oil has reached a new milestone, according to records reviewed by Reuters: near monopoly control of crude exports from an OPEC nation, Ecuador. Last November, Marco Calvopiña, the general manager of Ecuador’s state oil company PetroEcuador, was dispatched to […]

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What Is Goldman Sachs Doing With Venezuela’s Gold?

Via Bloomberg, an interesting article on a report that that Venezuela’s Central Bank and Goldman Sachs are ready to sign an agreement to swap or exchange international gold reserves with a start date in October 2013 until October 2020: A while back Greece had a problem. The problem was that it wanted to borrow more […]

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Sudan’s Economic Decay

Courtesy of STRATFOR (subscription required), a detailed analysis of Sudan’s economic woes: Sudanese protesters gather after the government suspended fuel subsidies in September. (STR/AFP/Getty Images) Summary Sudan’s descent into economic disrepair continues. Khartoum is struggling to lower its budget deficit and stabilize the exchange rate of the Sudanese pound against the U.S. dollar. Ever since […]

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Forget Emerging Markets: Welcome Frontier Markets

Via The International Business Times, an interesting look at frontier markets: After emerging markets saw currency volatility and cash outflows amid Federal Reserve tapering talk this summer, attention has shifted to so-called frontier markets, where savvy investors may make better returns. U.S. hedge fund manager Kyle Bass, of Hayman Capital Management L.P., for instance, sees […]

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Kazakhstan’s Bet on Rail

Courtesy of the New York Times, an interesting article on Kazakhstan’s efforts to build a railway network to help the region diversify its exports and end reliance on Russia: The railroad locomotive factory here on the outskirts is one of the most modern in the world, with huge yellow overhead cranes and a work force […]

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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.