Archive for June, 2015

Guatemala’s Economic Growth Withstands Political Turmoil

Courtesy of STRATFOR (subscription required), a look at Guatemala’s economic strength: A series of corruption scandals has created political uncertainty in Guatemala. Many top officials have resigned in recent months, and Guatemalan President Otto Perez Molina is being threatened with impeachment. However, any legal action taken against Perez Molina will not be complete until after his […]

Read more »



The Grand Design Of China’s New Trade Routes

Courtesy of STRATFOR (subscription required), detailed analysis of China’s new trade routes: Forecast Over the next several years, China will devote significant resources to the construction of Eurasian trade routes under its Belt and Road Initiative. As transit routes come online, the proportion of Chinese maritime trade passing through South China Sea chokepoints will shrink. The […]

Read more »



Mozambique Seeks Increased Chinese Economic Presence

Via Future Directions International, a report on the latest meeting of the Mozambique-China Joint Co-operation Commission which has given a green light to increased Chinese investment in the economy of the resource-rich African country: China’s interest in resource-rich Mozambique was reiterated at the fifth Mozambique-China Joint Commission for Economic, Technical and Commercial Co-operation, held in […]

Read more »



Legend Holdings

Courtesy of The Economist, an interesting look at Legend Holdings, the Chinese conglomerate built by Liu Chuanzhi: THREE years ago one of the many companies started by Liu Chuanzhi, the chairman of Legend Holdings, held its annual meeting in a city in the Chinese interior. As is usual, the conglomerate invited various officials to the […]

Read more »



2015 Fragile States Index

Via Foreign Policy, a look at the 2015 Fragile States index: For the second year in a row, South Sudan has been designated as the most fragile nation in the world, plagued by intensifying internal conflict that has displaced more than two million of its people. Headline-making events of the past year have spurred much […]

Read more »



Emerging Asia’s Growth Champions

Via EMIA, an interesting article on the seven Asian economies expected to grow quickest between 2015 – 2030: China, India, Indonesia, Malaysia, Philippines, Thailand and Vietnam are amongst Emerging Asia’s most-established consumer markets. Between them they accounted for 57% of consumer spending in Asia-Pacific in 2014 but by 2030 this proportion will increase to 70%. Looking ahead, consumer spending in these seven economies […]

Read more »


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.