Author Archive

Africa: A Tsunami Of Liquidity Set To Wash Up On Its Shores?

Courtesy of The Financial Times, an interesting commentary on Africa: It was Vinod Khosla, who bagged a billion at Sun MicroSystems in Silicon Valley, who said, ‘The future is not seen in the rear view mirror.’ I started my journey from Mombasa, spent half my life in the City of London running interest rate trading […]

Read more »



Pakistan Makes Two Bold Decisions

Via Eurasia Review, an interesting OpEd on two strategic decisions recently taken by Pakistan: Aerial view of Gwadar Port, Pakistan  Pakistan has recently made two very bold, but strategic decisions, which have drawn the concern of regional and global superpowers. These decisions are: 1) transferring management of the Gwadar port located in Balochistan to China […]

Read more »



How Afghanistan Is On The Leading Edge Of A Tech Revolution

Via Time Magazine, an article on Afghanistan’s mobile money initiative: In the eyes of the rest of the world, war-torn Afghanistan is a place with a beaten-down infrastructure, the minimum of modern amenities and certainly none of the services made possible by the latest technological advances powering the Internet, financial services and telecommunications. Surprisingly, however, […]

Read more »



Importing Americana To The Mideast

Via Fortune Magazine, an interesting report on how M.H. Alshaya is transforming mall culture in the Gulf region with lattes, milk shakes, and cheesecakes: A Pinkberry yogurt shop at the Mall of the Emirates in Dubai David Overton makes a point of trying to get to every one of his restaurant openings. In the 35 […]

Read more »



Mexico: Back In The Game

Via The New York Times, an op-ed on Mexico’s re-emergence as global economic power: IN India, people ask you about China, and, in China, people ask you about India: Which country will become the more dominant economic power in the 21st century? I now have the answer: Mexico. Impossible, you say? Well, yes, Mexico with […]

Read more »



KFC: Taking On Mongolia’s Barbeque?

Via The Financial Times, a look at KFC’s efforts to enter the Mongolian market: Mongolia is following the footsteps of its largest trading partner, China, whose first western food chain in 1987 was Yum! Brands’ KFC. Now Mongolia’s Tavan Bogd Group has attained franchise rights to the restaurant chain, though the success of fast food […]

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.