Archive for January, 2014

Beyond China: The Asian Play for Africa

Via Ozy, an interesting look at India’s involvement in Africa: Roses may be red, but when Ramakrishna Karuturi sized up those thorny flowering plants back in the 1990s, he saw only green. It wasn’t until Karuturi’s farming acquisitions in Ethiopia and Kenya toward the end of last decade, however, that the Bangalore businessman turned his rose-growing […]

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Insight Into The Frontier Markets Consumer

Via Emerging Frontiers, an interesting look at the frontier markets consumer: Swiftarc Capital is an independent, privately held investment management firm that focuses on consumer companies in emerging & frontier markets. The firm was founded in 2010 and has two managing partners/portfolio managers; Sid Jawahar and Siamc Kamalie. In this interview with Emerging Frontiers, Siamc […]

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Will Kazakhstan Lead An Oil Boom In Asia?

Via the Christian Science Monitor, a look at Kazakhstan’s  prospects look up for oil and gas, even with its giant Kashagan oil field down: A consortium in Kazakhstan led by U.S. supermajor Chevron said it set a production record in the country’s western Tengiz oil field and last week, China said it was piping in […]

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Yemeni Economy Posts Positive Results In 2013

Via the Eurasia Review, an update on Yemen’s economic performance: Yemen’s economy posted positive indicators at the end of 2013, recording a growth rate in real Gross Domestic Product (GDP) of about 5.4%, according to a government report. The Ministry of Finance report pointed to a number of positive economic developments over the year, including […]

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Iraq’s Oil War

Courtesy of Foreign Policy, an interesting look at the Iraqi government’s management of the oil sector and how – by lashing out at Turkey and Kurdistan – Baghdad could make a tense situation worse: A long-simmering controversy over control of Iraq’s massive oil reserves flared into the open Friday as one of the country’s most […]

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Gates: By 2035, There Will Be Almost No Poor Countries Left In The World

Via The Gates Foundation, a very interesting commentary in his 2014 annual letter on the world’s “poor” nations: POOR COUNTRIES ARE DOOMED TO STAY POOR I’ve heard this myth stated about lots of places, but most often about Africa. A quick Web search will turn up dozens of headlines and book titles such as ‘How […]

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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.