Archive for April, 2014

Asia’s Next BRICS?

Courtesy of The Diplomat, an article on how – As growth in the BRICS slows – many of the new economic stars are from the Asia-Pacific: In a recent announcement, global credit insurer Coface Group said the original BRIC economies of Brazil, Russia, India and China would post below-average growth in 2014, down 3.2 percentage […]

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Petroleo Brasileiro: A South American Sleeping Monster?

Via Guru Focus, an article on Petroleo Brasileiro: My advisor during college was the son of a retired Brazilian military official. Before turning to academics he was an advisor for the Brazilian Ministry of Foreign Relations. Surely the man lacked no patriotism for the country that educated him. However, he displayed a great deal of […]

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The Uganda “Trap”

Courtesy of Emerging Markets Insights, a detailed analysis of Uganda: Kampala’s skyline Apparently Ugandans very rarely say no; they much prefer to say maybe. As I sit (without a previous appointment) in Prime Minister’s Amama Mbabazi waiting room hoping for a slot to open up in his busy schedule, I can see this cultural practice […]

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What’s To Become Of Afghanistan’s Mines?

Via Foreign Policy, a look at the future of Afghanistan’s mining sector: Five days after Sardar Ahmad Khan, his wife, and two of their three children were murdered by teenage gunmen while having dinner in a Kabul hotel on the eve of Nowruz, the Persian new year, I visited a mutual friend, Nader Nadery, to […]

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Has China Won The Caspian Gas War?

Via Foreign Policy, a dated (2010) but still instructive look at pipeline politics in Central Asia: Natural gas is in the midst of a transformative moment. The advent of shale gas, the growth of seaborne liquefied natural gas (LNG), and a new “green” image for the old hydrocarbon brought more uses, attention and yes, even […]

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Map Of World Sized By Population & Changing Global Economy

Via Big Picture Agriculture, an interesting graphic of the world, sized by population and reflective of the globe’s changing economy, which illustrates the likelihood of a tri-polar world in which China and India are the major economic powers, counterbalanced by a bloc of the United States, Europe and Japan, whose populations together will total about […]

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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.