Archive for June, 2016

Fragile States Index
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Afghanistan’s Theorist-In-Chief

Courtesy of The New Yorker, a look at Afghanistan President Ghani’s efforts to save his country from collapse: Ashraf Ghani, the President of Afghanistan, wakes up before five every morning and reads for two or three hours. He makes his way daily through an inch-thick stack of official documents. He reads proposals by applicants competing […]

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One Belt, One Road: Signaling China’s Economic And Strategic Objectives

Via Eurasia Review, some commentary on China’s One Belt, One Road initiative: China’s “One Belt, One Road” (OBOR) concept for regional cooperation, which encompasses 65 countries along the land and maritime Silk Road routes, highlights China’s economic and strategic objectives as it faces slower growth and seeks to promote new growth drivers. “This is beyond economics,” […]

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The Paradox of Paraguay

Courtesy of STRATFOR (subscription required), a detailed analysis of Paraguay: Forecast Paraguay’s strategic location within 1,500 kilometers (about 930 miles) of Mercosur’s most important markets will continue to drive foreign investment. But the country’s overdependence on Brazilian and Argentine business cycles will limit its industrial growth in the coming years, prompting Paraguay to look for […]

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Can Sri Lanka Leverage Its Location as Indian Ocean Hub?

Via The Diplomat, an interesting look at Sri Lanka: Sri Lanka is in an enviable location. The busy East-West shipping route passes just six to ten nautical miles south of the island. More than 60,000 ships ply this route annually, carrying two-thirds of the world’s oil and half of all container shipments. Sri Lanka is […]

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Tajikistan, Turkmenistan: Submitting To Chinese Capture?

Via Value Walk, an interesting look at China’s growing influence in Central Asia: Turkmenistan sits upon around one-tenth of the world’s proven natural gas reserves. Tajikistan is so poverty-stricken that around half its adult male population is forced to travel abroad in search of work. Even with their starkly different economic profiles, the two countries […]

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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.