Archive for December, 2015

Telecom Market Opportunities In Iran

Via TMT Finance, a look at Iran’s telecommunications market: The nuclear deal inked by Iran and the world powers has opened up the Iranian economy to global capital. The agreement has attracted the attention of some of the world’s richest people, as executives embarked on a flurry of trips to Tehran this summer. Further up the […]

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Why Real Estate Investors Should Follow Global Population Trends

Courtesy of the Financial Times, an interesting article on how changing demographics offer unusual opportunities for those prepared to think long-term: The best real estate investment in the world today? Beachfront huts in Somalia. That is according to Hans Rosling, a Swedish public health professor and data visualisation pioneer. A statistical geek is an unlikely […]

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China Plans A New Silk Road, But Trading Partners Are Wary

Courtesy of the New York Times, a look at how Beijing’s effort to revive ancient trade routes is causing geopolitical strains, with countries like Turkey increasingly worried about becoming too dependent on China: As tensions in the Mideast and Ukraine rose in recent years, Turkey moved to jointly manufacture a sophisticated missile defense system. The $3.4 billion plan […]

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The Afghanistan Land Bridge Is Finally Here

Via Foreign Policy, some commentary on a long-awaited gas pipeline that could bring prosperity and stability to some of the poorest countries in Central and South Asia: One of the world’s most quixotic energy projects finally kicked off this month, with the formal groundbreaking of the so-called TAPI pipeline meant to tap into the gas fields […]

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China’s Key Cities: From Local Places To Global Players

Via the European Financial Review, a look at the growth and future of some of China’s cities: China projects a huge and continually growing profile and impact on the world stage. Much of this Chinese influence globally is often anchored to and channeled out by its key cities. Shanghai towers over all these cities in […]

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Isis Inc: Loot & Taxes Keep Jihadi Economy Churning

Via The Financial Times, a report on the role that looting and taxes play in keeping the terrorist movement funded: Even under jihadi rule, death and taxes remain the two great certainties of life. Some learn that the hard way. As Isis officials announced a religious tithe known as zakat last summer, Mansour, a 26-year-old grocery storekeeper in eastern […]

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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.