Archive for August, 2015

Venezuela’s Economic Crisis: By Pictures

Courtesy of STRATFOR (subscription required), interesting imagery analysis of Venezuela’s economic crisis: Satellite images of Puerto Cabello, Venezuela’s main port of entry for imported goods, show just how far the country has fallen into economic disrepair. Reliable economic statistics are difficult to come by, so comparing imagery taken years apart can provide some insight that the […]

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Papua New Guinea’s Ambitious National Telecoms Plan

Via LinkedIn, an interesting look at Papua New Guinea: Although rich in natural resources, Papua New Guinea is one of the world’s less developed countries. From low to high, its GDP per capita ranks 50th out of 188 countries, its fixed-line teledensity ranks 41st out of 210 countries, and its mobile penetration ranks 17th out […]

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Can Mozambique Become The ‘Qatar Of Africa’?

Via The Fringe, a quick look at Mozambique’s LNG-fueled economic potential: Five years ago, the mining conglomerate Rio Tinto invested over US$ 3 billion into an enormous coal project in Mozambique’s Tete province.  A veritable ‘coal rush’ ensued, with residential properties in this otherwise remote region selling for millions.  When Rio wrote down their entire […]

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North Korea: Seeking Foreign Investors After Deal With Chinese Company

Via the Globe and Mail, an article on North Korea’s recent deal with a Chinese company that may provide a channel for more foreign investment: North Korea is hoping to solicit billions of dollars in foreign investment to rejuvenate its tattered industrial landscape after signing a deal that gives a small Chinese rail company the […]

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The ‘Genghis Khan’ Fund Manager

Via Forbes, a report on Mongolia: Mongolia? Come on. Who wants to invest in Mongolia? Gary Kucher does. He runs Mongolia Holdings, a private firm mainly focused on infrastructure. This year’s announcement of the China-led Silk Road has investors like Kucher thinking Mongolia is one of CentralAsia’s best kept secrets. These American corporate brand namers are […]

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Pakistan: The Next Colombia Success Story?

Via Forbes, an interesting article on Pakistan: Pakistan has the potential to be a global turnaround story. I recently spent time in-country listening to a wide range of perspectives and I am convinced that U.S. policymakers and business leaders need to look at Pakistan beyond the security lens. Getting our relationship right will require deeper […]

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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.