Archive for February, 2018

The Frontier Within: Frontier Segments Inside Developed Markets

Via Investment Frontier, an interesting look at frontier “niches” that exist in developed markets: Investing in Frontier Markets requires many skills but it is invariably underpinned by an adventurous spirit that is optimistic in nature.  The optimism stems from this idea that all humans are generally looking for the same things in life, and there […]

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Ghana Takes The Lead

Via Bloomberg, a report on Ghana, whose economy is forecast to expand the fastest on the continent in 2018: Africa’s likely star economic performer this year isn’t in much doubt, according to all three of the international lenders focusing on the continent. Ghana’s post-election upswing now is looking so strong that the country is poised to […]

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North Korea’s New Breed of Conglomerates

Courtesy of The Economist, a look at a new breed of conglomerates is helping to prop up North Korea: “A UNIQUE and sweet taste,” says a poster describing a new brand of soju, a local firewater, made by Naegohyang. The North Korean company started out making cigarettes (reportedly puffed on by Kim Jong Un, the country’s dictator). […]

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Pakistan: Thar’s Coal In The Desert

Courtesy of The Economist, a report on Pakistan’s coal industry: PAKISTAN’s enormous mineral wealth has long lain untapped. Since a 1992 geological survey spotted one of the world’s largest coal reserves in Thar, a scrubby desert in the southern province of Sindh, prospectors have hardly dug up a lump. Among those to flounder is a […]

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Tajikistan Resumes Building Turkmenistan-China Pipeline

Via Eurasianet, a report on the 400km route which will become the fourth strand of the Chinese-Turkmen pipeline network: Work has resumed in Tajikistan on construction work on a natural gas pipeline running from Turkmenistan to China. Deputy Energy and Water Resources Minister Jamshed Shoimzoda said at a press conference on January 30 that funding […]

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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.