Archive for February, 2015

Tantalizing Signs Of Liberal Reforms In North Korea

Courtesy of The Economist, commentary on some signs of economic reform that are emerging in North Korea: In a fast-changing region, one thing has long been a constant: the utter disregard that the mafia dynasty ruling North Korea evinces for the welfare of ordinary people. So growing evidence of liberalising reforms in North Korea is […]

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Kim Jong Deng: Why North Korea Is Choosing Market Reforms

Via Carnegie’s Moscow Center, a report on North Korea’s market reforms: When we talk about North Korea, a number of clichés invariably pop into our heads: of course, North Korea is a starving country (or a country on the brink of starvation); it is a relic of the Stalinist era ruled by a dynasty of irrational […]

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Technology Startups Take Root in Tehran

Courtesy of the Wall Street Journal, a look at how Iranian versions of Amazon, Google Play, and Groupon are filling the void left by sanctions and censorship: Decorated with a foosball table, brightly colored walls and videogame consoles, the offices of Café Bazaar look no different than many Internet startups in technology hubs like San […]

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Zimbabwe: Africa’s Best-Kept Secret?

Via How We Made It In Africa, an interesting look at Zimbabwe: I don’t know what I was expecting when I arrived in Zimbabwe. It certainly wasn’t to land in the most developed country I had ever visited in Africa aside fromSouth Africa (and I have been in quite a few countries throughout the continent). After years […]

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How Azerbaijan Is Coping With Crisis

Courtesy of STRATFOR (subscription required), an interesting analysis of Azerbaijan’s current situation: A view of oil derricks on the shore of the Caspian Sea just outside Baku. Summary Azerbaijan is trying to weather two separate but interrelated crises. The large-scale drop in global oil prices and the standoff between Russia and the West over Ukraine are […]

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The Next Best Frontier Market? Is Mongolia The New Investor Hunting Ground?

Via FTSE, some commentary on Mongolia: Their economies are slumping, nonetheless according to a new report by Commerzbank, Central Asia and Mongolia are becoming increasingly important, not only as a vital supplier of natural resources, but also on account of their geographical location as a crossroads between Europe and Asia. Commerzbank forecasts that future economic […]

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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.