Archive for 2013

Sudanese Oil: The Key To Peace And Growth

Via Eurasia Review, an interesting look at Sudan and its oil potential: Amidst the difficulties inherent to any transition of sovereignty involving the relinquishing of economically relevant territory, the leaders of the Republic of Sudan are showing investors and the international community that permanent peace and cooperation between the two Sudans is not only possible, […]

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How Iran Plays the Oil Game … and Wins

Via OilPrice.com, an interesting article on Iran’s oil strategy: Instability in Libya and other parts of North Africa may be giving international investors the jitters.  In August, U.S. energy explorer Apache Corp. said it had enough of the political upheaval in Egypt and sold its assets there to its Chinese counterpart, Sinopec. In neighboring Libya, […]

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North Korea’s Newest Mega Project: Ski Resort

Via FoxNews, a report on North Korea’s newest mega project: In this Friday Sept. 20, 2013 photo, an unfinished hotel complex stands at the bottom of a mountain slope at the ski resort construction project at North Korea’s Masik Pass. Kim Tae Yong, secretary-general of North Korea’s ski association, views the sprawling alpine landscape before […]

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To This Tycoon, Iran Sanctions Were Like Gold

Via The New York Times, a report on Iranian businesspeople who prospered while helping the regime avoid sanctions: He called himself the “economic basij,” a reference to Iran’s hard-line paramilitary organization and defender of the Islamic Revolution. He drove a black Mercedes 500 SL and wore a $30,000 watch, as befits a man who put […]

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Africa’s true size will blow you away

Via io9, a very interesting graphical look at Africa:

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To Invest In Frontier Markets, Private Equity Is the Only Way To Go

Via Real Clear Markets, an interesting commentary on the role of private equity in frontier market investing: Emerging markets are cooling down, which has investors looking deeper into the frontier for attractive returns. This year alone, $3 billion in fresh capital has flowed into the frontier through various mutual funds and ETFs that provide exposure […]

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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.