Archive for 2017

Business in Conflict Zones: Libya Outlook

Via Frontier Strategy Group, commentary on opportunities in Libya: All eyes are on Libya as some positive headlines have come out of the country over the past several months. ISIS was driven out of its stronghold in Sirte in December 2016; oil production more than doubled from 300,000 barrels per day (bpd) to around 700,000 […]

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Why You Should Invest In Somalia

Via Frontera News, a look at the investment thesis for Somalia: Investing in Somalia might seem like a particularly crazy idea, after all the country is a byword for state failure and chaos. Civil war, piracy and terrorism have bedevilled the country for nearly 30 years and over time it has fragmented into several separate […]

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Beyond The Headlines Of Terrorism, Pakistan’s Economy Is On The Rise

Via the Washington Post, a report on Pakistan’s economic vitality: Shortly after Egypt’s 2011 uprising ended with the fall of President Hosni Mubarak, prominent Egyptian investor Ahmed Heikal said: “If we get things right, we could be Turkey in 10 years. If we get them wrong, we could be Pakistan in 18 months.” Everyone understood the subtext: Turkey […]

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China’s ‘New Silk Road’ Is Derailed In Sri Lanka By Political Chaos And Violent Protests

Courtesy of Forbes, interesting commentary by Wade Shepherd on some difficulties faced by the new Silk Road in Sri Lanka: It was supposed to be a great new catalyst of transportation, manufacturing, and trade that would be used to stimulate growth in Sri Lanka’s remote Hambantota district. The dream was for Sri Lanka, China, and other nations to join […]

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Pakistan’s Economic and Demographic Prospects

Via Future Directions International, a detailed look at Pakistan’s economic and demographic situation: Key Points Carved out of British colonial India, Pakistan was initially economically and socially successful. It subsequently became less so because of political decisions. The value to Pakistan of recent agricultural and economic agreements with Saudi Arabia and China is questionable. There […]

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China And Kazakhstan’s Remote Cross-Border FTZ May Finally Be Set To Boom

Via Forbes, an interesting look at a Chinese And Kazakh remote cross-border FTZ which may be ready to boom: The first time I visited the International Center for Boundary Cooperation “Khorgos” (ICBC) was in May of 2015. At that time, I found a bi-national free trade zone straddling the China / Kazakhstan border that was basically […]

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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.