Archive for March, 2014

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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Investing In Iran: Not Such A Frontier Market

Courtesy of The Financial Times, two interesting articles on Iran as a potential investment destination.  The first lays out the general investment thesis for Iran today: There are frontier investment markets, and then there is Iraq. Bombings and fighting killed at least 42 people on Thursday alone, in nine or more separate explosions from Baghdad […]

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On Africa’s Frontier, Investment May Follow Sustained Security

Courtesy of STRATFOR (subscription required), an interesting analysis of some frontier markets in Africa: Summary Investors may grow more confident about placing their money in some African countries long thought prohibitively risky. In Sierra Leone, a country wrecked by nearly a decade of civil war, international peacekeeping efforts are no longer necessary. Since 2005, the […]

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Investing In Iraq: A Frontier Too Far?

Courtesy of The Financial Times, an interesting look at Iraq: There are frontier investment markets, and then there is Iraq. Bombings and fighting killed at least 42 people on Thursday alone, in nine or more separate explosions from Baghdad to Fallujah; yet so commonplace is the violence that the news merited few headlines. After all, […]

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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.