Archive for 2013

Quenching Your Thirst On Road To Democracy: Coke, Pepsi Wage War In Myanmar

Courtesy of NBC News, an interesting look at soda wars in Myanmar: A Myanmar woman takes a can of Coca-Cola from a shelf at a supermarket in Yangon, the capital city. Consumers in long-isolated Myanmar are getting their first taste of globalization — and finding it is sweet, fizzy and comes served in a can. An […]

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Somalia Seeks Foreign Investment in Energy Sector – Big Oil Cautious

Via OilPrice.com, a report on Somalia’s oil ambitions: Oil companies are renowned for going into hostile environments in their relentless search for the world’s seemingly insatiable thirst for “black gold.” That said, there remain a few nations where even the intrepid masters of the universe hesitate to tread. In Central Asia, it is Afghanistan, despite […]

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Snaxis Of Evil

Courtesy of Foreign Policy, an interesting look at snacks from some “black sheep” countries around the world: From Pepsi in Prague to Hershey bars in Hong Kong, American snack-makers enjoy a de facto oligopoly on global junk-food consumption. But what do snackers in U.S.-sanctioned countries eat when they get peckish? To find out, I embarked on […]

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Don’t Be Fooled By Libya: This Is A Failed State – OpEd

Via Oil Price.com, an OpEd on Libya: Gunmen today seized Libyan Prime Minister Ali Zeidan from a hotel in central Tripoli, releasing him shortly afterwards, but making it clear that post-Gaddafi Libya is a failed state and that the government is incapable of taking full control over its oilfields and export terminals. While the markets […]

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Looking For Value In Unconventional Places

Courtesy of Emerging Frontiers, a look at an international value investor focused on emerging markets: Chris Mayer is an international value investor with decades of experience under his belt as a corporate banker. Seeking riches among the ruins, Chris has traveled the world in search of value, often in under-appreciated sectors. Below is an excerpt […]

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Is North Korea About to Go Capitalist?

Via the Petersen Institute for International Economics, an interesting commentary on North Korea: Everywhere I went in Tokyo last week, Japanese officials asked me about a story that appeared in Dong-A Ilbo titled “N. Korea`s new economic system could reduce state control.” The article claims that planned reforms will turn the country off the socialist […]

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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.