Archive for 2016

Angola In Crisis

Via The Washington Post, a look at Angola, where the sharp decline in international oil prices has hit the economy hard: As the price of oil rose earlier this decade, this capital city did as well. Glass skyscrapers soared above the rubble of a 27-year civil war. American pop stars such as Mariah Carey were […]

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Kazakhstan: Saving the State Oil Company May Devastate the Sector

Courtesy of STRATFOR (subscription required) analysis on plans for KazMunaiGas to take full ownership of its lucrative subsidiary, KazMunaiGas Exploration Production (KMG EP): Forecast As KazMunaiGas struggles to secure international investment, it will prepare to take full ownership of its lucrative subsidiary, KazMunaiGas Exploration Production (KMG EP). The aggressive move could drain KMG EP’s cash […]

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Iran’s Real Estate Market: Unlikely To Boom Anytime Soon

Via Al Monitor, a look at Iran’s real estate market: Signals from the Iranian real estate market suggest that a recovery is on the way, after an almost three-year-long recession. Yet there are contradictory statements being made about the likelihood of a property boom. Indeed, those who are practically engaged in the housing industry are […]

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Ten Emerging Markets Of The Future

Via the World Economic Forum, commentary on the top 10 emerging markets of the future: A new report from BMI Research has identified the “10 emerging markets of the future” — the countries that are set to become new drivers of economic growth over the next 10 years. BMI estimates that these countries will cumulatively […]

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Mongolia: Seeking A Path To Economic Recovery

Courtesy of The Financial Times, a look at Mongolia: Over the past five years, few other countries have experienced the highs and lows of the global economy as acutely as Mongolia. In 2011 the country was on the radar of virtually every investor interested in Asian emerging markets. The International Monetary Fund (IMF) estimated that […]

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Iran’s Shanghai Dream

Via Foreign Affairs, an interesting article on the pros and cons of Iran joining China’s security club: In late June, during the 15th annual summit of the Shanghai Cooperation Organization, a China-led security bloc, Russian President Vladimir Putin announced that the signing of the U.S.-Iranian nuclear deal and the lifting of UN sanctions meant that […]

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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.