Author Archive

Mozambique: Risk Of The Resource Curse?

Courtesy of Foreign Policy, an analysis of the potential impact that moving away from fossil fuels could have upon some of the world’s poorest countries such as Mozambique: For as long as people have talked about moving beyond fossil fuels, another tantalizing prospect has hovered over the horizon: the decline of resource-rich authoritarian countries and […]

Read more »



Cambodia

Courtesy of Capitalist Exploits, some interesting comments on Cambodia: “…With a GDP per capita of just US$2,300, Cambodia is a poor country, make no mistake about it. Yet just 10 years ago per capita income was just US$1,000. This means that the Cambodians have enjoyed a 230% increase in income, and thus a vastly improved […]

Read more »



The Rise Of African Consumers

Via How We Made It In Africa, an article on how much of Africa’s growth is being fueled not by resources, but rather by a rising consumer market: Africa’s middle class is a key source of private sector growth, but overall spending power remains relatively low. The continent’s consumer-facing industries are expected to grow by […]

Read more »



South Sudan: Lots Of Potential But Oil’s Not Well

Via Foreign Policy, an interesting look at South Sudan: The newly independent Republic of South Sudan may top the list of the world’s fastest-growing economies in 2013. The main reason for this is that last year South Sudan experienced one of the most spectacular economic contractions of any state in modern times — a situation […]

Read more »



Papua New Guinea’s Resource Boom

Via the Emerging Frontiers blog, an interesting look at Papua New Guinea: Papua New Guinea could become the next resources boom state, with a new study revealing the potential for export revenues to swell six-fold by 2030 to U.S.$38 billion a year. According to a report by Port Jackson Partners commissioned by ANZ Bank, the […]

Read more »



China: Creating A National Consumer Base

Courtesy of STRATFOR (subscription required), some analysis of China’s efforts to create a national consumer base: One issue will be particularly important in shaping the Chinese government’s approach to social and economic development over the coming decade: transforming China’s nearly 800 million workers (including some 250 million migrant laborers) into consumers. For a system that […]

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.