Archive for 2013

Libya After Gaddafi

Via Eurasia Review, a detailed look at Libya: Libya is a country located in Northern Africa that borders the Mediterranean Sea. Until the 1950s, it was regarded as another poor African state, but the discovery of oil greatly increased its wealth, turning it into one of the richest African countries and also increasing its significance […]

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A New Oil Dispute Between South Sudan And Sudan

Courtesy of STRATFOR (subscription required), a report on the latest dispute between South Sudan and Sudan: South Sudanese President Salva Kiir Mayardit. (SIMON MAINA/AFP/Getty Images) Summary As South Sudan and Sudan attempt to work out a more permanent settlement regarding oil revenue and border demarcation — the current agreements expire in three and a half years — […]

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Angola: “A Sea Of Opportunities But An Ocean Of Difficulties”

Via Emerging Markets Insights, a look at Angola: I have already discovered this on my first day of touching ground in Luanda. Even though I knew Angola’s capital is famously the most expensive city in the world, prices are even beyond one’s wildest imagination. A pretty average hotel room that already cost 450 USD a […]

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Opportunities And Challenges In Central Asia

Courtesy of Emerging Markets Insights, an interesting look at Central Asia: Turkmenistan: A closed, state-controlled economy undermines potential opportunities for investment in the market. Oil and gas production, plus investment in infrastructure and construction are the main growth drivers. This is very visible in Ashgabat, the capital, a city re-built in white marble to dominate […]

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Need For Provincial Segmentation When Focusing On ASEAN

Courtesy of Emerging Markets Insights, an interesting report on the need for provincial-level segmentation when developing an ASEAN strategy: 1. Country-Level Analysis Not Enough: a. As the region matures and companies increase their focus on it, executives need to conduct in-depth provincial analysis in order to understand where the specific demand-side opportunities lie and where […]

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James Passin: The American Who Bought Mongolia

Via Bloomberg BusinessWeek, an interesting look at Mongolia: The Mongolian Stock Exchange occupies a single room inside a gray building that once housed a children’s movie theater, just off Sükhbaatar Square in the capital city of Ulaanbaatar. On any given day, it’s quieter than the nearby National Library, as 20 or so traders in cubicles […]

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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.