Archive for January, 2019

Georgia Bets Big On Being A Digital Data Future

Courtesy of The New York Times, an interesting article on Georgia’s use of tax breaks, land deals and cheap energy to become a digital data leader: For three years, a windowless warehouse on the edge of town has been whirring with enough energy to power nearly 50,000 homes. Day and night, the warehouse, and dozens […]

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The Globalization of Gwadar

Via OBOReurope, a look at Gwadar In early 2019, several states in Middle East announced their interest in the port of Gwadar in Pakistan. The port of Gwadar is the flagship project of  China-Pakistan Economic Corridor (CPEC). With the opening of the CECP to the rest of the world, the port of Gwadar is likely […]

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Uzbekistan and Kazakhstan Seek Greater Investment

Via The Diplomat, an article on how leaders of Uzbekistan and Kazakhstan have both ordered their officials to attract foreign investment: The presidents of Uzbekistan and Kazakhstan both want greater foreign investment to maintain economic stability and growth in their countries. Uzbek President Shavkat Mirziyoyev’s call for increased foreign investments was akin to announcing a […]

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India Doubles Down on Chabahar Gambit

Via The Diplomat, commentary on India’s continued investment in the Iranian port of Chabahar: With India taking over operations at Iran’s Shaheed Behesti port in Chabahar, New Delhi has reached an important milestone in realizing its economic and strategic ambitions in Central Asia. Operating Chabahar port will provide India with a foothold at the mouth of […]

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Turkmenistan Branded a ‘Dangerous and Unstable’ Place to do Business

Via International Policy Digest, an article on Turkmenistan: In recent years, Turkmenistan has received little media coverage, either in the mainstream media or in business journalism. It remains, though, a highly closed society, does not operate or allow a free press and independent and reliable news is scarce. The Turkmen government is aggressively seeking foreign […]

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Attractive Frontier Markets (According To Citi)

Via CNBC Africa, a report on frontier markets: Egypt, Kenya and Romania come out as most attractive Frontier Markets (FM), while Kazakhstan, Vietnam and Morocco come out least attractive. Here is what the model says about the top 3: ? Egypt leads the pack thanks to a host of supportive signals, including valuations (PE and […]

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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.