Archive for 2013

Bringing Central Africa’s Minerals To Port

Via STRATFOR (subscription required), analysis of how several southern African nations are competing to bring minerals produced in Africa’s landlocked regions to ports along the coastline: A freight train at South Africa’s port of Durban. Summary A competition is developing among several southern African nations to bring minerals produced in Africa’s landlocked regions to ports […]

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Angola’s Rich Potential

Via Ozy, an interesting look at Angola, a nation which could be the richest in Africa…if it could pull itself together: While it only has just over 20 million people, and it registers on the radars of very few foreigners, Angola is so rich in oil, diamonds and gold that if it were managed properly, […]

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Forget China… Switch To Zimbabwe, Mexico Or Egypt

Via the Financial Times, an interesting article on how growth is ‘driven by knowledge – at the level of society, not the individual’: Where does growth come from? Why do some countries “emerge” and take on “developed” status, while others flounder before reaching that stage? Some once highly unlikely candidates have emerged as powerful economies. […]

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Elephants And Tigers: India Business In Africa

Via The Economist, an interesting report on Indian business in Africa: ABHIJIT SANYAL is sitting on a beach-chair watching frothy waves roll in from the Indian Ocean. He arrived in Tanzania a year ago after a career in his native India with Unilever, an Anglo-Dutch consumer-goods giant. ChemiCotex, an industrial company in Dar es Salaam, […]

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Future Of Laos

Courtesy of The Economist, a detailed look at Laos: THE Airbus A320 was ordered by Colonel Muammar Qaddafi, but somehow ended up as the prized possession of Lao Airlines. From a window seat flying above Laos a visitor gets a sense of the state’s weaknesses. Deforestation stretches all the way to the Chinese border. It […]

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Myanmar’s Mining Industry

Via STRATFOR (subscription required), analysis of Myanmar’s extractive mining industry: Myanmar villagers pan for copper near the Sabal hill mine in Monywa in 2012. Summary A new bill submitted by Myanmar’s Ministry of Mines could make the Southeast Asian nation more attractive to those looking to invest in its mineral extraction sector. Limited surveys conducted […]

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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.