Archive for 2014

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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Iraq’s Oil War

Courtesy of Foreign Policy, an interesting look at the Iraqi government’s management of the oil sector and how – by lashing out at Turkey and Kurdistan – Baghdad could make a tense situation worse: A long-simmering controversy over control of Iraq’s massive oil reserves flared into the open Friday as one of the country’s most […]

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Gates: By 2035, There Will Be Almost No Poor Countries Left In The World

Via The Gates Foundation, a very interesting commentary in his 2014 annual letter on the world’s “poor” nations: POOR COUNTRIES ARE DOOMED TO STAY POOR I’ve heard this myth stated about lots of places, but most often about Africa. A quick Web search will turn up dozens of headlines and book titles such as ‘How […]

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Want Cheap Stocks? Think Frontier Markets

Via Asia Confidential, an interesting article on frontier markets and Vietnam in particular: People go to a retail store searching for bargains. If an item is priced at a 50% discount, they might buy it or search a nearby store or online to see if they can get it even cheaper. If a store has […]

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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.