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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A Global Tour Of The Emerging Markets Currency Crunch

Via Quartz, an interesting look at various emerging markets around the world: The big markets news at the end of last week was the plunge of Argentina’s peso. The sell-off came as many other emerging-market currencies were already sliding: What’s driving these trends is the intersection of the US Federal Reserve’s decision to slow its bond-buying […]

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Frontier Services Group: Out Of Blackwater And Into Expeditionary Logistics

Courtesy of the Wall Street Journal, an interesting interview with Erik Prince, chairman of Frontier Services Group: Erik Prince—ex-Navy SEAL, ex-CIA spy, ex-CEO of private-security firm Blackwater —calls himself an “accidental tourist” whose modest business boomed after 9/11, expanded into Iraq and Afghanistan, and then was “blowtorched by politics.” To critics and conspiracy theorists, he […]

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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.