Archive for February, 2017

Amid Beijing’s ‘Silk Road’ Splurge, Chinese Firms Eye Pakistan

Via thew New York Times, an article on Chinese companies’ interest in Pakistan: Chinese companies are in talks to snap up more businesses and land in Pakistan after sealing two major deals in recent months, a sign of deepening ties after Beijing vowed to plough $57 billion (46 billion pounds) into a new trade route […]

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The Megacity Economy: How Seven Types of Global Cities Stack Up

Via the Visual Capitalist, a very interesting graphic examining the megacity economy:   Back in 1950, close to 30% of the global population lived in cities. That since has shifted dramatically. By 2050, a whopping 70% of people will live in urban areas – some of which will be megacities housing tens of millions of […]

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Investing In Syria’s Future

Courtesy of STRATFOR (subscription required), a look at Syria’s economic future: Forecast The crippled state of Syria’s economy risks weakening the remaining loyalist support for the government in Damascus. The international involvement in the country’s civil war will leave Damascus with few partners that it can trust to help with its reconstruction efforts.  Iran’s investments in […]

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Privatization In Iran’s Energy Sector

Courtesy of The Iran Project, a report on the pace of privatization of Iran’s oil and gas industry:  The recent news that Austrian oil firm OMV has signed a preliminary agreement with Dana Energy, Iran’s largest and perhaps most capable private oil exploration and production firm, heralds the future of Iran’s energy sector. The agreement between an […]

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How Fast Is The North Korean Economy Growing?

Via the Peterson Institute for International Economics, a look at North Korea’s economic growth: Every so often we get reports that attempt to estimate how fast (or if) the North Korean economy is growing. Such exercises require a bit of ingenuity, creatively, guesstimates, and, regrettably often, the suspension of disbelief. A study(link is external) released by Hyundai […]

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India’s Flawed Opposition to China–Pakistan Economic Corridor

Via India’s Economic & Political Weekly, a look at how geopolitics rather than geoeconomics predominates India’s thinking on possibilities offered by the revival of the old Silk Road by the Chinese: The 3,000 km-long China–Pakistan Economic Corridor (CPEC) consis­ting of highways, railways, and pipelines is the latest irritant in the India–China relationship. The corridor connects […]

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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.