Archive for 2017

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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Pakistan and China: Don’t Fear Chabahar Port

Courtesy of The Diplomat, a look at what Iran’s Chabahar port deal with India and Afghanistan really means for China and Pakistan’s CPEC: Recently, on the sidelines of the sixth Heart of Asia Conference-Istanbul Process in Amritsar, India, Afghanistan and India planned to start air cargo transportation over Pakistan. The move will help greatly in exporting Afghan goods, such […]

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India, Iran: Cooperating On Central Asia

Via the National Interest, some commentary on  how – from security to energy – the two rising powers of India and Iran have many interests in common: Iran and India have long had historical, cultural, and commercial ties. Tracing back a millennium, both countries have framed their shared roots as a “civilizational relationship.” Over the […]

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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.