Archive for October, 2017

TAPI Pipeline

Via Mantraya, commentary on the potential of the TAPI pipeline: The narrow security dominated approach has not yielded results in the last sixteen years of the ‘war on terrorism’ in Afghanistan. And yet there is much emphasis on kinetic operations and troop surge in the new strategy in Afghanistan and South Asia announced by Donald […]

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CPEC Myths And Realities

Via Eurasia Review, commentary on the China Pakistan Economic Corridor: In Pakistan a lot is being said and talked about the China Pakistan Economic Corridor (CPEC). While some analysts term it a mega initiative by Pakistan’s ‘time tested friend’, cynics label it ‘another East India Company in Making”. Another group says, “British Raj undertook many […]

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Sri Lanka’s Economy Poised To Leapfrog After Years Of Conflict

Via Eurasia Review, a look at Sri Lanka’s growth prospects: Sri Lanka under the unity government headed by President Maithripala Sirisena and the Prime Minister Ranil Wickremasinghe is poised to leapfrog the economy after long years of conflict and political instability, according to the nation’s Finance Minister. The Minister of Finance and Mass Media Mangla […]

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China’s Hunger For Energy Resources Is What’s Driving The Belt And Road

Via Forbes, a look at one of the key motivations for China’s BRI: While it’s not as symbolic as a Chinese flag-brandishing freight train rolling into a European port for the first time or as sexy as transforming a squalid stretch of desert into a “new Dubai,” or building a Port City on reclaimed land, or high-speed trains between iconic European capitals, […]

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Japan Wants a Piece of China’s Belt and Road

Via The American Interest, an article on Japan’s interest in China’s BRI: Is Japan warming up to Xi Jinping’s grandiose infrastructure ambitions? That is the impression conveyed by Nippon Express, the major Japanese firm that is taping into China’s Belt and Road Initiative via a joint rail project with Kazakhstan. From the Nikkei Asia Review: Nippon […]

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Afghanistan As South Asia

Via Pakistan’s The Nation, commentary on Afghanistan’s role in South Asia: It is becoming clear that Afghanistan is increasingly an integral part of South Asia. It may not feature in the “official” categorisation of South Asian states (Bangladesh, Bhutan, Maldives, Nepal, India, Pakistan, and Sri Lanka), but it impacts the two most important states of […]

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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.