Archive for November, 2013

Assets Of The Ayatollah

Courtesy of Reuters, a very interesting multi-part look at how Khamenei’s conglomerate thrived as sanctions squeezed Iran: Part 1: A Reuters investigation details a key to the supreme leader’s power: a little-known organization created to help the poor that morphed into a business juggernaut worth tens of billions of dollars. The 82-year-old Iranian woman keeps […]

Read more »



How To Get A Cell Phone In North Korea

Via the Petersen Institute for International Economics, an interesting article on cellular telephony in North Korea: Perusing through articles from our friends at Sino NK, I found an oldy but a goody on North Korean bureaucratic inefficiency at its most groan-inducing. Late last year, Christopher Green wrote on the process required for North Korean citizens […]

Read more »



Mongolia’s Mining Sector

Via Mining.com, an interesting article on Mongolia’s mining sector: On November 3 Mongolia’s new, friendlier foreign investment law came into force. Probably not a day too soon. The Asian nation of three million citizens, dependent on the mining sector to fuel growth, is desperate to turn around the slump in its economy and the steep […]

Read more »



African Economic Growth: No Need To Dig

Courtesy of The Economist, an interesting look at African economies and how some of the fastest growing nations have not relied upon extractive industries:   AFRICA is a continent rich in minerals and oil. China has an economy that requires them in abundance. Since the mid-1990s the economy of sub-Saharan Africa has grown by an […]

Read more »



With ASEAN Integration On The Horizon, Cambodia Coaxes Investors

Via Emerging Frontiers, a look at Cambodia: As the 10-member Association of Southeast Asian Nations (ASEAN) prepares for its single-market Economic Community in 2015, Cambodia is poised to benefit tremendously from this unification. With President Barack Obama in attendance, Cambodia played host to the 2012 ASEAN Summit in Phnom Penh in November. The most salient […]

Read more »



The New Emerging Market Multinationals

Via the European Financial Review, an interesting look at four strategies for disrupting markets and building brands being used by emerging market multinationals: In the past decade, a new breed of challenger businesses and brands has burst upon the world stage. Below, Amitava Chattopadhyay, Rajeev Batra, and Aysegul Ozsomer discuss how emerging market multinational corporations […]

Read more »


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.