Archive for March, 2017

Pakistan and the CPEC: Choosing Between Riyadh and Beijing

Via Future Directions International, an article looking at Saudi Arabia and China’s investment influence in Pakistan: Background During his visit to Pakistan in 2015, President Xi of China entered into an agreement with Islamabad to invest around US$46 billion in the country. It was estimated that a full 80 per cent of that sum – […]

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Foreign Investors Flock To Iran As U.S. Firms Watch On The Sidelines

Courtesy of the Wall Street Journal, a report on how European firms have jumped in on post-sanction deals, while American companies remain wary: After years shunning Iran, Western businesses are bursting through the country’s doors—but U.S. companies are noticeably absent. Dozens of development projects and deals have been hammered out since Iran’s nuclear accord with world powers in […]

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Mozambique: Strategic Market Potential?

Via Cipher Brief, a look at Mozambique’s potential: Focusing on threats and short-term planning often leads to missed opportunities by governments. Insight is expected to be provided for immediate decision needs, while foresight becomes sidelined by more pressing current affairs. American positioning sometimes drifts away from building the conditions to project stable and enduring power, […]

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Despite Violence, Canadian Mining Firms Bullish On DRC

Via the Globe and Mail, a report on Canadian mining interest in the Democratic Republic of Congo (DRC): The Democratic Republic of the Congo, the vast war-torn country in the heart of Africa, has fascinated the world’s miners for decades. Its reputation for violence and corruption has long deterred most investors – but a growing […]

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Iran’s Natural Gas Rush Won’t Bring Export Riches — For now

Courtesy of The Iran Project, a report on Iran’s natural gas resources and potential for export led growth: Mohammed Sergie: Iran is on track to out-produce Qatar, the world’s biggest LNG exporter, at the vast natural gas deposit they share in the Persian Gulf. But as much as they might want, the Iranians won’t have much […]

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The One Thing That Works In Afghanistan: Mobile

Via Canada’s Globe and Mail, an interesting look at Roshan, one of Afghanistan’s telecommunications providers: One Friday last October, a man drove his Toyota Corolla up to Green Village, a residential complex on the eastern outskirts of Kabul. At dusk, he detonated a car bomb in the neighbourhood that many Western expatriates call home. Gunfire between […]

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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.