Archive for February, 2016

Top Marx: Ex Communist States Great For Business

Courtesy of The Financial Times, a look at the economic growth of former Communist countries: Business leaders and stock market investors tend not, as a rule, to be staunch supporters of hardline communism. But are there beneficial legacies of Marxism that the financial community should, perhaps, be thankful for? It turns out that there may well be, […]

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Mobile Money Transforming Somalia

Courtesy of Quartz, a look at the impact that mobile money is having in Somalia: Ahmed Farah Hassan no longer carries the tattered Somali shilling notes that were the currency of his war-torn country’s economy for years. At a gas station in Mogadishu recently, the 32-year-old filled up his car and then paid with a […]

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Rethinking Risk In Mongolia

Via the Financial Times, an interesting article on Mongolia: Four years ago, Mongolia’s economy was the fastest growing in the world, the stock market was booming and the future looked very bright. This year, the consensus is for growth at no more than 1 per cent and all of the rating agencies have sovereign risk […]

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Iran: India’s Gateway to Central Asia and the Middle East

Courtesy of STRATFOR (subscription required), analysis of India’s strategic plans for connecting with Central Asia and the Middle East: Forecast Established ports in the Gulf and Arabian seas will likely generate much of the private investment needed for the development of Iran’s Chabahar Port. Construction on the port will begin this year, but it several […]

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Iran: The Final Great Investment Frontier?

Courtesy of The Financial Times, a report on Iran: Iran’s historic nuclear deal and the lifting of sanctions should bring the country back into the global community. For investors, it is being heralded as the return of the largest economy to the global system since the breakup of the USSR in 1991. We recently went […]

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Cuba: The Island Of Disconnect?

Courtesy of EMIA, a look at Cuba’s telecommunications market: However, the number is misleading, as it includes people that can only log onto a government-controlled Intranet of state-approved websites. High prices, slow connectivity, and extensive government regulation have contributed to the disconnect. Although mobile phone and smartphone penetration is on the rise, Freedom House estimates that […]

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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.