Archive for April, 2016

Chile: Calm Eye Amidst A Commodity Price Storm

Courtesy of STRATFOR (subscription required), updated analysis on Chile: Forecast Despite the shock from falling copper prices, Chile’s responsible management of public finances will ensure a measure of domestic economic stability in years to come. The repeal of Chile’s binomial electoral system could lead to more small parties reaching the National Congress in the next […]

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For Investors, Myanmar Is Still For The Brave

Via the Nikkei Asian Review, a look at Myanmar: The dust has settled in Naypyitaw, where a government led by the National League for Democracy has replaced the quasi-democratic, military-backed regime of President Thein Sein. With some of the political uncertainty about the country’s future now shelved and the economy in good shape Myanmar is […]

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China’s Long March Into Central Asia

Courtesy of STRATFOR (subscription required), an interesting look at China’s multifaceted engagement with Central and South Asia: Forecast China’s military role in Central Asia will increasingly focus on arms sales, counterterrorism and bilateral initiatives outside the Russia- and China-led Shanghai Cooperation Organization. The country’s regional security efforts will reflect the need to protect growing Chinese […]

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Bypassing Pakistan: Afghanistan, India, Iran and Chabahar

Via Future Directions International, a look at the strategic impact that the Chabahar Agreement could have upon south and central Asia: Key Points The Chabahar Agreement between India and Iran could be a regional game changer. It could assist India to enhance its energy security and give it access to Central Asia, bypassing Pakistan. Iran […]

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Saudi Arabia Comes To The Rescue Of The Egyptian Economy

Via the Geopolitical Monitor, an interesting look at  how Egypt’s economic struggles have allowed Saudi Arabia to increase its hold over a major geopolitical prize of waterborne trade – the Suez Canal: The Arab Spring uprising left Egypt with an assortment of leaders and an uncertain future. After the ousting of President Hosni Mubarak in February […]

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Investing In Iran: Harder Than Expected

Courtesy of The Economist, a look at the reality of investing in Iran in light of the sanctions relaxation: IT WAS billed as a once-in-a-generation opportunity. Iran is the “biggest new market to re-enter the global economy in decades”, British trade officials said in January, predicting more than $1 trillion of investment over ten years. […]

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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.