Archive for 2015

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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ISIS, Inc.

Via The Financial Times, an interesting look at ISIS’s petroleum economy: On the outskirts of al-Omar oilfield in eastern Syria, with warplanes flying overhead, a line of trucks stretches for 6km. Some drivers wait for a month to fill up with crude. Falafel stalls and tea shops have sprung up to cater to the drivers, […]

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Bolivia: Bracing For Economic Change

Courtesy of STRATFOR (subscription required), an detailed analysis of Bolivia’s economic prospects: After nearly a decade in power, Bolivian President Evo Morales seems poised to extend his rule even further. On Sept. 26, Bolivia’s National Congress accepted Morales’ petition to hold a national referendum in February 2016 on his ability to seek a fourth term […]

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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.