Archive for March, 2014

Venezuela’s New Economic Tool

Courtesy of STRATFOR (subscription required), a detailed look at Venezuela’s new foreign exchange tool implemented on 24 March – the Sicad II: The new foreign exchange mechanism implemented by the Venezuelan government March 24 probably will relieve some of the demand for foreign currency, but it is only a short-term solution. The new mechanism, referred […]

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Iran-Pakistan Pipeline: Is There Scope For Hope?

Via Eurasia Review, a look at the proposed Iran-Pakistan oil pipeline: The stalled Iran-Pakistan (IP) gas pipeline is symptomatic of the reshuffle in the bilateral relations between India and Iran and Saudi Arabia and Pakistan. As Iran shifts its focus towards India, Saudi Arabia has channelled its efforts towards strengthening ties with Pakistan. The fate […]

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Cuba Tries to Modernize Economy

Courtesy of STRATFOR (subscription required), a look at Cuba’s efforts to modernize its economy: The Cuban parliament will meet March 29 to consider a new foreign investment law that promises to significantly alter the legal structure that has been in place since 1995. Though official details are scarce, the new law is likely to make […]

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Future Of Silicon Valley May Lie In The Mountains Of Afghanistan

Via Venture Beat, an article on Afghanistan’s lithium reserves: An Italian helicopter flies over western Afghanistan during an international operation. Lithium reserves have been found in the western part of that country. The future of Silicon Valley’s technological prowess may well lie in the war-scarred mountains and salt flats of Western Afghanistan. United States Geological […]

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Oil Pipeline Project May Be Next Casualty Of South Sudan Civil War

Via Future Directions International, some commentary on the impact that South Sudan’s civil war may have upon its largest industry: oil. The South Sudan civil war has resulted in the delay, and possible termination, of the largest investment opportunity in Africa to date. Prior to hostilities, South Sudan was seeking alternative routes for its crude […]

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Emerging Markets Business: Emerge, Splurge, Purge

Courtesy of The Economist, a summary review of the expected reckoning of western firms’ large-scale entry into emerging markets over the past 20 years:   VODAFONE’S latest figures appear at first glance to vindicate the most powerful management idea of the past two decades: that firms should expand in fast-growing emerging economies. Sales at the […]

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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.