Archive for 2017

North Korea: From Famine to Free Markets

Via Business Insider, a look at how North Korea is incorporating free markets into its economy — and undergoing a ‘social revolution’ as a result: North Korea’s economy has advanced since the famine of the 1990s, and has begun encouraging entrepreneurship. Unlike earlier times, many citizens now earn wages instead of having the state provide everything […]

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Iran: Revolutionary Guards Inc.

Via the New York Times, an article on the business interests of Iran’s Islamic Revolutionary Guards: From its nine-story headquarters in an upscale neighborhood of Tehran, a giant construction company directs its operations across Iran, building mosques, airports, oil and gas installations, hospitals, and skyscrapers. Armed guards stand watch at the doors, and small posters […]

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Why The Ambiguity Of China’s Belt And Road Initiative Is Perhaps Its Biggest Strength

Via Forbes, commentary on China’s Belt & Road Initiative: On October 3rd, US Defense Secretary James Mattis proclaimed at a congressional hearing, “In a globalized world, there are many belts and many roads, and no one nation should put itself into a position of dictating ‘One Belt, One Road.’” While the defense secretary was ultimately correct — […]

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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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The Transforming China-Pakistan Economic Corridor

Via the Centre for Research on Globalization, a report on the China-Pakistan Economic Corridor: In May, 2017 the Prime Minister of India refused to participate in the founding meeting in Beijing of the ambitious Belt-Road Initiative (BRI), the network of high-speed rail and deep water port linkages across the Eurasia land mass. The official reason […]

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China’s Challenges Abroad: Why The Belt & Road Initiative Will Succeed

Via Forbes, an article on China’s Belt & Road Initiative: China is apparently investing in a future world where all roads run through Beijing, and only once that’s set up will talks of profit and loss be applicable. China is funding their continent spanning endeavor with chump change, and the wheels are not coming off of […]

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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.