Archive for 2013

Mongolia: Growing Pains?

Via Foreign Policy, an updated look at Mongolia’s economic performance of late: As I suspect others with a professional interest in Mongolia’s transition to democracy and capitalism have found, the country seems to attract attention in a predictable cycle. On the up side, some peripatetic journalist based in Beijing with time to kill discovers the […]

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Laos High-Speed Rail: China’s Ticket To Ride To Southeast Asia And Beyond

Courtesy of The Financial Times, an article on a high-speed rail project between Laos and China: It looks like Laos, China’s tiny landlocked southern neighbour, is about to find out whether sharing a border with China is a good thing. Laos has two things China needs – natural resources such as potash and hydropower, and […]

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Frontier Entrepreneurship: Doing Business In The Hardest Spots On Earth

Courtesy of Inc., an interesting article (first in a series) on frontier entrepreneurship by Jake Cusack and Matthew Tilleard, a pair of investment advisors who work with growth companies in Afghanistan, South Sudan, Iraq, Haiti, and other countries devastated by war and poverty: You can learn a lot about a country on the way over, […]

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Chinese Media Investment In Africa

Via Balancing Act, an interesting commentary on Chinese investment in African media: Both private and state-owned Chinese companies are investing heavily in Africa. Part of this media push into Africa is about winning new friends and influencing the right people. The other part is straightforwardly looking to create new markets for both its technology and […]

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Sudan’s Energy Industry: On The Comeback Trail?

Courtesy of Eurasia Review, a look at Sudan’s energy industry: South Sudan may have taken most of Sudan’s known energy reserves with it when it voted for independence in 2011, but that doesn’t mean Khartoum has given up on keeping Sudan in the mix of Africa’s key energy players. Eyeing a bounce back, Sudan has […]

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The Final Frontier: Sub Saharan Africa

Via Foreign Policy, an interesting article on Sub Saharan Africa: In popular culture, sub-Saharan Africa may still conjure  images of conflict and poverty, yet investors from Wall Street to Main Street are taking a decidedly rosier view. Africa’s surging growth is now well known — the region is home to six of the 10 fastest-growing […]

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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.