Archive for November, 2018

Releasing Pressure: Solving Iran and Turkmenistan’s Gas Dispute

Via The Iran Project, an interesting report on why Iran and Turkmenistan need to solve their gas dispute amicably: Since the last few months, Iran and Turkmenistan have got embroiled in a bitter dispute. The dispute had started brewing last year when Turkmenistan accused Iran of faltering on payments that Iran was obliged to pay […]

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Ethiopia Offers Investors a Tantalizing, If Challenging, Promise

Courtesy of STRATFOR (subscription required), a detailed look at Ethiopia’s investment potential: Highlights Addis Ababa will proceed carefully toward the partial privatization of large state-owned enterprises like Ethio Telecom, Ethiopian Airlines and others in 2019. Ultimately, the transparency of the process will give investors key insight into the government’s intentions regarding privatization. Ethiopia’s rising economic […]

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Business In Africa

Via McKinsey, an interesting article on doing business in Africa: Simon London: Hello, and welcome to this edition of the McKinsey Podcast, with me, Simon London. When you think about Africa, what comes to mind? It’s hard not to be swayed by years of news reports of crisis and conflict. But as we’ll hear, another narrative is […]

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Uzbekistan Steps up Railway Diplomacy

Some commentary on Uzkekstan’s influence on Central Asia: An official delegation from Uzbekistan, led by Foreign Minister Abdulaziz Kamilov, visited Pakistan on November 1–2. Kamilov and his retinue were received by Pakistan’s Prime Minister Imran Khan and held meetings with Foreign Minister Mahmood Qureshi as well as the host country’s top military brass. In the discussions […]

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Goldman Sachs Follows China Into Kazakhstan

Via Forbes, a report on Goldman Sachs’ bet on a new securities exchange as Kazakhstan follows China’s path to opening up its economy: It’s not for the long freezing winters or the haute cuisine, but Goldman Sachs is heading to Astana, the capital of the ex-Soviet republic of Kazakhstan. Goldman announced on October 1 that it […]

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Facebook’s Push Into Africa

Courtesy of The Wall Street Journal, an article on Facebook’s efforts to grow its business in Africa: A prominent red sign welcoming visitors to this remote and dusty agricultural city makes the announcement in capital letters: “This is now a 4G zone.” That is thanks in part to Facebook Inc., which, along with Indian telecom giantBharti Airtel Ltd.’s Ugandan unit […]

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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.