Archive for October, 2015

With Sanctions Lifting, What’s In Store For Iran’s Economy?

Via Knowledge at Wharton, a report on Iran’s economic potential: Following the landmark nuclear deal with Iran, plans for the lifting of economic sanctions are moving forward with “Implementation Day” planned as soon as late 2015 or early 2016. Not only is this move important for the United States for geopolitical reasons, observers say, but […]

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Azerbaijan After The Iran Deal

Via the Journal for Energy Security, an interesting look at Azerbaijan: As the Iran deal reshuffles the cards on the table, making ex foes potential partners and creating new commercial and political rivalries, states need to rethink their economic and political strategies. The agreement opens the door to opportunities for old and new partners, who […]

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Consumer Brands Lured To Mongolia By Mining Boom

Via the Salt Lake City Tribune, an interesting article on Mongolia: Burger King has opened its first store in sparsely populated Mongolia, joining companies from Pizza Hut to Porsche in anticipating an economic boom from the Oyu Tolgoi copper and gold mine. Sandwiched between China and Russia, Mongolia has long been dependent on mining and […]

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Impact Of Global Economic Downturn On Latin America

Courtesy of STRATFOR (subscription required), analysis of the impact of the global economic downturn on Latin America: In its first regionwide downturn since 2009, Latin America’s economy is projected to contract by 0.3 percent in 2015 according to the International Monetary Fund’s World Economic Outlook. A confluence of factors, including a collapse in commodity prices, […]

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China’s Great Game: Taming Energy Rich Xinjiang

Courtesy of the Financial Times, a report on how Beijing’s attempts to tame energy-rich Xinjiang may be stoking unrest from its ethnic Uighurs: As one of the world’s most remote and landlocked regions, Xinjiang is not high on the itinerary for foreign dignitaries visiting China. So when George Osborne, the UK’s chancellor, made a special request […]

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China’s Great Game: A Modern Silk Road To A New Empire

Courtesy of the Financial Times, an interesting article on China’s new Silk Road initiative: “The granaries in all the towns are brimming with reserves, and the coffers are full with treasures and gold, worth trillions,” wrote Sima Qian, a Chinese historian living in the 1st century BC. “There is so much money that the ropes […]

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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.