Archive for 2013

Invasion, Insurgency …Investment? Iraq Looks Beyond its Troubled Past

Via Emerging Markets blog, a report on Iraq: For most people, chances are that the mention of Iraq conjures up images of suicide bombs, sectarian strife, and widespread destruction. In the aftermath of the 2003 US-led invasion and Saddam Hussein’s deposition, a power vacuum and simmering Sunni-Shia tensions led to a bloody civil war that […]

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Africa: A Tsunami Of Liquidity Set To Wash Up On Its Shores?

Courtesy of The Financial Times, an interesting commentary on Africa: It was Vinod Khosla, who bagged a billion at Sun MicroSystems in Silicon Valley, who said, ‘The future is not seen in the rear view mirror.’ I started my journey from Mombasa, spent half my life in the City of London running interest rate trading […]

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Pakistan Makes Two Bold Decisions

Via Eurasia Review, an interesting OpEd on two strategic decisions recently taken by Pakistan: Aerial view of Gwadar Port, Pakistan  Pakistan has recently made two very bold, but strategic decisions, which have drawn the concern of regional and global superpowers. These decisions are: 1) transferring management of the Gwadar port located in Balochistan to China […]

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How Afghanistan Is On The Leading Edge Of A Tech Revolution

Via Time Magazine, an article on Afghanistan’s mobile money initiative: In the eyes of the rest of the world, war-torn Afghanistan is a place with a beaten-down infrastructure, the minimum of modern amenities and certainly none of the services made possible by the latest technological advances powering the Internet, financial services and telecommunications. Surprisingly, however, […]

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Importing Americana To The Mideast

Via Fortune Magazine, an interesting report on how M.H. Alshaya is transforming mall culture in the Gulf region with lattes, milk shakes, and cheesecakes: A Pinkberry yogurt shop at the Mall of the Emirates in Dubai David Overton makes a point of trying to get to every one of his restaurant openings. In the 35 […]

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Mexico: Back In The Game

Via The New York Times, an op-ed on Mexico’s re-emergence as global economic power: IN India, people ask you about China, and, in China, people ask you about India: Which country will become the more dominant economic power in the 21st century? I now have the answer: Mexico. Impossible, you say? Well, yes, Mexico with […]

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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.