Archive for July, 2015

China’s One Belt, One Road Initiative

Via Frontier Strategy Group, an interesting look at China’s “One Belt, One Road” initiative: Ever since Chinese President Xi Jinping proposed to build a cross-regional economic plan in 2013 to strengthen trade and investment partnerships across Asian, European and African markets, China’s “One Belt, One Road” initiative has been attracting worldwide attention with its massive scale […]

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Angola: A New Normal?

Courtesy of Frontier Strategy Group, an updated look at Angola: Since the end of its three-decade long civil conflict in 2002, Angola has registered strong growth fueled by crude oil exports, allowing high public spending and driving the emergence of the country’s consumer class. Since the oil price decline—and quick rebound—of 2009, the government has consistently […]

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Pakistan Prepares To Proceed With Iranian Pipeline Project

Courtesy of the Financial Times, a report on an ambitious pipeline plan between Pakistan and Iran: The removal of economic sanctions on Iran will clear the way for Pakistan to pursue an ambitious gas pipeline for eventually importing up to $2.5bn worth of Iranian gas annually, says Pakistan’s petroleum minister. Pakistan’s energy-starved economy currently has a deficit […]

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Iran: Deal Rekindles Business Interest But, Even After Sanctions Are Removed, Challenges Remain

Courtesy of the Wall Street Journal, two interesting articles on Iran.  The first examines the potential and euphoria around Iran: Tuesday’s deal with Iran paves the way for fresh foreign investment and the reopening of a big consumer market—in particular, for U.S. companies that have been all but barred from the country for decades. Amid a diplomatic […]

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North Korean Economy Evolving

Via NK News, a report on North Korea’s economy which notes that service and construction sectors showed remarkable improvement, while primary industry remained stagnant due to last year’s drought: The Bank of (South) Korea on Friday unveiled the North Korean economic growth rate, noting that its gross domestic product increased 1 percent in 2014 from the previous […]

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Turkmenistan’s Gas Line: A Pipe Dream?

Via BBC, an article on the Turkmenistan-Afghanistan-Pakistan-India (Tapi) gas pipeline: For many, the Turkmenistan-Afghanistan-Pakistan-India (Tapi) gas pipeline is nothing but a pipe dream. Its starting point is in Turkmenistan, one of the most isolated and closed-for-business states in the world, before it goes through war-torn Afghanistan and then reaches two countries that are hard to describe […]

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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.