Archive for February, 2025

How Pakistan’s Military Is Taking Over Its Economy

Courtesy of The Financial Times, a look at how investors are increasingly nervous over the extent to which Pakistan’s armed forces have become intimately involved in everything from canal projects to energy contracts: On a sunny early January afternoon, two thousand fishermen, farmers and activists gathered on the dry river bed outside Kotri Barrage in Pakistan, […]

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Khmer Fugue: Is Cambodia Slipping out of China’s Orbit?

Via The Economist, a report on how a new generation of leaders could be more receptive to the West: During Donald Trump’s first term as America’s president, Cambodia was a byword in Washington for a Chinese satrapy, or client state. In exchange for at least $1bn in aid each year from 2016 to 2020, American officials […]

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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.