Archive for November, 2013

Turkey: Energy Ambitions And Limitations

Via STRATFOR (subscription required), a look at Turkey’s energy ambitions and limitations: Turkey hopes to take advantage of its location between Europe and Asia and become a regional energy corridor for oil and natural gas moving from Russia, the Caspian Basin, Central Asia and the Middle East to the large consumer market in Europe. These […]

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Bolivia’s Descent Into Rogue State Status

Via the Wall Street Journal, interesting commentary on Bolivia: In the years after a brutal 10-year Soviet occupation, Afghanistan became a petri dish in which a culture of organized crime, radical politics and religious fundamentalism festered—and where Osama bin Laden set up operations. Now something similar may be happening in Bolivia. The government is an […]

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BRICS vs. MINTS

Via Bloomberg, an interesting article on MINTs by Jim O’Neill: I spent last week in Indonesia, working on a series for BBC Radio about four of the world’s most populous non-BRIC emerging economies. The BRIC countries — Brazil, Russia, India and China — are already closely watched. The group I’m studying for this project — […]

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The Future of BRIC & MIST Economies

Via AlphaNow, an interesting infographic on BRIC and MIST economies:

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Pipelines Of Empire

Courtesy of STRATFOR (subscription required), an interesting analysis of the geopolitical impact of pipelines in Europe: At this juncture in history, the fate of Europe is wound up not in ideas but in geopolitics. For millennia, eruptions from Asia have determined the fate of Europe, including invasions and migrations by Russians, Turkic tribes and Byzantine […]

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Prospects for the Moscow-Busan “Iron Silk Road Express”

Via SinoNK, a report on the new rail connection between Russia and North Korea: The DPRK’s northeast is once again the place to look for economic and political policy changes in the hermit kingdom. Since Rason Special Economic Zone’s 2009 rise in development, China has been the main investor in the borderlands. But now Russia […]

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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.