Archive for August, 2019

Dialing Up Profits In Dangerous Areas

Via Wall Street Journal, an interesting look at the success – and trouble – South Africa’s MTN has found working in some of the world’s most unstable regions: Working in some of the world’s most dangerous countries like South Sudan and Syria has made telecommunications provider MTN Group Ltd. MTNOY -3.51%bigger by some measures than its U.S. counterparts, but it […]

Read more »



Pakistan Struggles To Capitalize On A Golden Opportunity In Balochistan

Courtesy of STRATFOR (subscription required), a detailed look at Blochistan: Until Pakistan and the Tethyan Copper Co. settle their dispute, development of the country’s Reko Diq gold and copper mine will languish, leaving a potentially abundant revenue stream dry. Growing foreign investment in the sector will heighten the need for an effective dispute resolution mechanism. Unless […]

Read more »



PNG’s Faltering Economic Recovery

Via the DevPolicy Blog, a look at Papua New Guinea’s economic challenges: According to World Bank data, Papua New Guinea is the tenth most resource intensive economy in the world. Using its measure of underground resource rents (profits from oil, gas, coal and minerals) as a percentage of GDP, out of 205 countries PNG comes […]

Read more »



Myanmar’s Military Companies

Via The Washington Post, commentary on the military’s interest in commercial ventures in Myanmar: On Monday, a United Nations-authorized investigative team released a report that exposes the economic interests supporting the Myanmar military and its well-documented human rights violations against the country’s ethnic minority groups. The investigators call for the targeted financial sanctions against all military-owned companies. […]

Read more »



Uzbekistan: A Private Sector Affair

Via Eurasianet, a report on Uzbekistan where credit and access to hard currency are no longer problems, but the lack of experienced workers is causing businesses to be innovative: In Uzbekistan, the prosecutor has never been the businessman’s friend.  But Adham Mamatkulov, the owner of a factory in Kokand that produces duffel bags and backpacks, […]

Read more »



FDI in Ethiopia: Is “Abiymania” Enough?

Via Geopolitical Monitor, an interesting look at foreign investment in Ethiopia: Following his ascension to the position of prime minister, Abiy Ahmed’s commitment to enact a series of lofty reforms designed to modernize Ethiopia’s economy has attracted a considerable amount of foreign direct investment into the country. Recent figures suggest that Ethiopia alone accounts for over 33% of all FDI […]

Read more »


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.