Archive for 2018

Iran’s Economic Crisis Drags Down the Middle Class Almost Overnight

Courtesy of The New York Times, a look at Iran’s economic crisis: Less than a year ago, he was running a thriving computer accessories business, driving a new car and renting a comfortable two-bedroom apartment in the center of Tehran. But last month, Kaveh Taymouri found himself riding a rusty motorcycle on his hourlong commute […]

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Angola

Courtesy of The Economist, a look at Angola: An industrial zone should be a noisy place. At the Zona Económica Especial (zee), a Manhattan-sized plot near Luanda, Angola’s capital, the only sound is birdsong. “My boss said to only show you the factories that are working,” a guide tells your correspondent. Yet all is not well […]

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Central Asia Moves Towards Its Own ‘Schengen’ Zone

Via Ozy, a look at Central Asia’s efforts to become more integrated: When television producer Abduaziz Madyarov traveled between Kazakhstan and Uzbekistan with a British TV crew in November, he and his colleagues had to spend hours waiting in queues at border posts. That tortuous experience epitomized the tense relationship the former Soviet republics of […]

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Gazprom Interest In Turkmenistan

Via The Times of Central Asia, a report on Gazprom’s interest in Turkmenistan: Alexey Miller, Board Chairman of Russian natural-gas giant Gazprom, confirmed the interest of the Russian company in cooperation with Turkmenistan and implementation of joint projects during the meeting with Turkmen President Gurbanguly Berdymuhamedov in Ashgabat on November 28, State News Agency of […]

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Sudan: Second Chance At An Oil Boom?

Via SudaNow magazine, commentary on Sudan’s hydrocarbon future: Though it is an ordinary meeting, but the upcoming gathering of OPEC and non-OPEC allies in Vienna on Thursday carries a significant political and economic weight that may have implications even for Sudan. The oil market has been going through a tumultuous period moving from cutting production […]

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Entrepreneurs Weigh a Return to North Korea

Via The Wall Street Journal, a look at how South Korean businesses that once invested in Kaesong look cautiously across the border again: South Korean businesses poured millions of dollars into North Korea a decade ago, only to see their bets sour and Pyongyang confiscate their assets when political relations later deteriorated. As ties warm once again […]

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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.