Archive for June, 2017

Private Equity Looks To East Africa For Investment Opportunities

Courtesy of The Financial Times, a look at how – with Nigeria in economic recession – global buyout groups are searching for deals in Kenya: Buyout groups investing in Africa are turning east and shunning the oil-rich western part of the continent as they grapple with the effect of low commodity prices on private equity’s final […]

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In Central Asia, China Finds a Crowded Playing Field

Courtesy of STRATFOR (subscription required), a look at how China has found a crowded playing field in Central Asia: The expansion of the Central Asia-China pipeline will eventually enable Turkmenistan to export its natural gas to new markets, but in the meantime, it will be more reliant on China. Though improving transport infrastructure is a shared […]

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The ‘23 Fund’: A New Model For Growth Capital In World’s Poorest Countries

Via ImpactAlpha, an interesting look at how impact-driven growth capital can be aggregated and invested in frontier markets: One of the biggest current challenges for the impact investing community is the aggregation and deployment of growth capital equity in the world’s poorest countries. Few would argue with the proposition that for the world’s poorest countries to […]

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Investors Hunt For Hidden Frontier Market Gems

Courtesy of The Financial Times, an article on how frontier market risk is improving as financial infrastructure matures and a middle class emerges: As the world’s biggest asset manager, BlackRock has the resources to send its employees to all corners of the globe. But while the majority of that business travel involves unremarkable visits to […]

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Uzbekistan And China Start Gas Production In Bukhara Region

Via Times of Central Asia, a report on joint Chinese-Uzbek gas production in Uzbekistan: Uzbekistan’s national oil and gas company Uzbekneftegaz and China National Petroleum Corporation (CNPC) have launched natural gas production at Dengizkul, Khodjadavlat and Sharkiy Alat gas condensate fields in the Bukhara region of Uzbekistan, the Jahon information agency reported. The new gas […]

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India And Afghanistan Attempt To Bypass Their Obstructive Neighbour

Via Frontera News, a look at India and Afghanistan’s efforts to bypass Pakistan: Regional allies India and Afghanistan are stepping up their efforts to strengthen commercial ties with the development of air and land transport corridors bypassing Pakistan, which obstructs trade between the two countries. India believes bolstering trading links with Afghanistan will also help […]

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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.