Archive for January, 2017

India, Iran: Cooperating On Central Asia

Via the National Interest, some commentary on  how – from security to energy – the two rising powers of India and Iran have many interests in common: Iran and India have long had historical, cultural, and commercial ties. Tracing back a millennium, both countries have framed their shared roots as a “civilizational relationship.” Over the […]

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African Economies To Watch In 2017

Via Quartz, a look at some African economies who may outperform in 2017: With the consequences of Brexit and an increasingly inward-looking United States still unfolding, 2017 is likely to be an economically tumultuous year. Some African countries, however, could see sustainable growth beyond the usual narrative of Africa alternatively “rising” and “reeling.” “The countries that will be successful in 2017—whatever […]

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How Myanmar Created A Telco Boom

Via Emerging Markets Investor Association (EMIA), a review of Myanmar’s mobile telephony market: Myanmar’s opening represents the dismantling of one of the world’s last pariah states. Over the past several years, the government has made concerted efforts to reintegrate the nation of some 54 million into the global community. The most poignant symbol of this […]

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Iran’s Guards Corps To Operate Mobile Service In Syria

Via Al Arabiya, a report on Iran’s business engagement in Syria: Iran will be granted a license to become a mobile service operator in Syria under agreements to expand economic ties between the countries. Five memorandums of understanding were signed at a ceremony attended by Syrian Prime Minister Emad Khamis and Iranian Vice President Eshaq […]

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CPEC: Pakistan’s Expensive Gamble

Courtesy of The Gulf News, commentary on how some senior economists in Pakistan are now increasingly voicing their concern over the terms ?of financing from China for CPEC initiatives: The China-Pakistan Economic Corridor (CPEC) launched formally during Chinese President Xi Jinping’s visit to Islamabad in 2015 symbolises the enduring China-Pakistan friendship. The implementation of the […]

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Venezuela, Argentina & Brazil Top Economic ‘Misery’ List

Via Zero Hedge, a report on a list of most miserable economies in the world: In what follows, I update my annual Misery Index calculations. A Misery Index was first constructed by economist Art Okun as a way to provide President Lyndon Johnson with a snapshot of the economy.  The original Misery Index was just a […]

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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.