Archive for September, 2014

Peru’s Economy: A Rocky Road To Recovery?

Courtesy of the Financial Times, a report on Peru’s economy: In less than 24 hours Peru’s economy – once feted as Latin America’s star and now struggling with a slowdown – suffered two blows. First, on Sunday evening, the surprising loss of its respected finance minister, Luis Miguel Castilla. Then, on Monday morning, the announcement […]

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Iran Shares Cast A Spell

Courtesy of The Financial Times, a look at the Tehran Stock Exchange: The best performing stock market in the world in 2013 was up 130 per cent last year*. The country it serves has a population of nearly 80m, some 40 per cent of whom are under the age of 24. It has one of […]

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Global Megacities

Via Bloomberg, an interesting look at how, by 2030, 12 more urban areas with at least 10 million people are expected to enter the ranks of the planet’s megacities

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Mozambique’s Gas: An Italian, American, And Asian Love Triangle

Via Eurasia Review, a look at Mozambique’s gas sector: After years of investments and active economic presence in Africa, ENI s.p.a., the leading Italian oil company, might have achieved the biggest success of its African investment mission in Mozambique, a country whose gas deposits have the potential to become a pivot of world gas routes. […]

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Sonangol: National Oil Company And Government Backbone

Courtesy of STRATFOR (subscription required), an interesting look at Sonangol, Angola’s national oil company: Summary Before Angola’s independence in 1975, Portugal imposed a contentious and hastily thrown together power-sharing deal among Angola’s three main ethnic groups: the Bakongo, Mbundu and Ovimbundu. This pact unraveled quickly after independence as Angola descended into a three-way civil war. […]

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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.