Archive for August, 2015

Buzz Over Post-Sanctions Myanmar Fades for Many Investors

Via The Wall Street Journal, an article on how investors’ initial rush for opportunities in Myanmar have turned to disenchantment as political changes lag behind: Many people thought this would become one of the hottest new markets for American capital a few years ago, when the country began opening to the West after decades of […]

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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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Courtesy of The Economist, an interesting graphical analysis of what a reunified Korea could look like: AS THE peninsula this year marks 70 years since its division, South Korea’s president, Park Geun-hye, is pushing the idea of unification as a “bonanza”. For the North, whose minuscule economy is roughly 40 times smaller than that of […]

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Iran’s Car Industry…And Opportunity

Via The Economist, an interesting look at Iran’s automobile potential in light of the easing of sanctions:   TEHRAN’S clogged streets hint at one industry poised to profit from the lifting of some sanctions on Iran after a deal to curb its nuclear programme. Foreign manufacturers are set for a race into Iran to take […]

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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.