Author Archive

25% Of World’s Population Will Live In Africa By 2050

Via Quartz, an interesting look at population growth trends: As of mid-2015, the world’s population stands at 7.3 billion, according to a new estimate by the United Nations. Over half of the world lives in Asia and a little under a fifth live in Africa. But in 35 years, that picture will look radically different. Between […]

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If It Doesn’t Have A Starbucks, It’s A Frontier Market

Via Forbes, an interesting article on frontier markets by Alex Bernard of Schulze Global Investments: Hungry for higher returns and put off by sluggish growth and sky-high valuations in traditional emerging markets like Brazil, China and India, savvy investors have begun to sub-allocate a portion of their emerging market allocations towards frontier markets. But as frontier […]

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China’s Global Ambitions: Loans And Strings Attached

Courtesy of The New York Times, an interesting look at China’s investment in Ecuador and elsewhere, as it uses its economic clout to win diplomatic allies and secure natural resources around the world: Where the Andean foothills dip into the Amazon jungle, nearly 1,000 Chinese engineers and workers have been pouring concrete for a dam […]

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Cuba Hoping To Kickstart Offshore Oil & Gas Industry

Via Stasha Macro World, an interesting look at Cuba’s effort to kickstart its offshore petroleum activities: The Cuban oil company Cubapetroleo, or Cupet, is close to a deal with Angola’s state-run Sonangol to get Cuba’s deepwater energy exploration program up and running three years after work was suspended because of failure to find any oil […]

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China: Betting On North Korea In Gamble To Save Its Rustbelt

Courtesy of Business Insider, an interesting look at China’s plans to utilize North Korea as part of its strategy to revitalize its NE rustbelt territory: At China’s very farthest limits, a town sandwiched between North Korea and Russia stands at the heart of Beijing’s plan to revitalise its bleak, frigid northeastern rustbelt. Beijing has a […]

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A Global Middle Class? Not Yet

Courtesy of Fast Company, an interesting report on the claim that a global middle class is emerging: People around the world are pulling themselves out of extreme poverty. But outside of China, it’s a big stretch to claim the middle class is thriving In recent years, we’ve heard a lot about the emergence of a […]

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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.