Archive for 2016

Why Pakistan’s Market Beats China’s And India’s

Via Forbes, interesting commentary on Pakistan: Pakistan’s equity market has been outperforming China’s and India’s markets by a big margin in recent years. In the last twelve months, Global X MSCI MSCI +% Pakistan ETF was up 20%, beating India’s and China’s comparable ETF’s by almost two to one – see table. That may come as […]

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Iran: Potential To Become A Strategic Metal Producer

Via The Iran Project, a look at Iran’s mining potential: Iran’s first titanium production plant will be up and running in the next six months, the manager of the Kahnuj titanium pilot project says.  The plant with a capacity to produce 2 tonnes of titanium pigments per day is at the phase of equipment installation in […]

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Will Change In Uzbekistan Threaten China’s Natural Gas Imports?

Via EMIA, an interesting look at how the death of Uzbekistan’s longtime President may impact China’s natural gas imports from Central Asia: Following reports of a stroke, a global guessing game has ensued, with observers uncertain as to the status of Uzbekistan’s president, Islam Karimov. While rumours of his death have been circulated by the […]

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Somalia: Most-Failed State

Via The Economist, an updated look at Somalia: AT THE Coconut Beach Hotel, which opened last month, new guests are served coconut smoothies when they arrive. The rooms do indeed have a view of the ocean. What betrays where the hotel is, in Mogadishu, the war-torn capital of Somalia, are the two dozen guards in […]

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Axis Of Data: Iran To Carry Internet Traffic Between East And West

Via TechRasa, an article on Iran’s ambitions to become a data transit hub: Iran is planning to further develop its infrastructure in order to become an internet transit hub between the east and west. During the Iran Connect 2016 conference, Mahmoud Vaezi, Iran’s Minister of Communications announced that the country is looking forward to the new opportunities […]

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Egypt: The Eastern Mediterranean’s Next Natural Gas Hub?

Courtesy of STRATFOR (subscription required), interesting analysis of Forecast The eastern Mediterranean will attract great interest from international oil and natural gas companies over the next decade. Egypt, hoping to take advantage of that interest, will try to position itself as the region’s energy hub. Though Egyptian President Abdel Fattah al-Sisi has made energy reform […]

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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.