Author Archive

China And Mongolia: An Uneasy Relationship

Via The East Asia Forum, a report on the uneasy economic relationship between China and Mongolia.  As the article notes: “…The investment and trading relationships between China and Mongolia seems like a marriage made in heaven. Landlocked and poverty-stricken, Mongolia has an abundance of coal, copper and iron ore that China craves to feed its […]

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Talking Turkey

Via Nick Vardy, a look at Turkey: “Strategically ensconced between the European West and the Islamic East, Turkeyis a country of just over 72 million people — roughly twice the population of California. The unheralded “economic tiger” of emerging markets, Turkey grew at an average rate of 7.5% between 2002 and 2006, faster than any other OECDcountry […]

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A Flow Of Troubles For Iran-Pakistan pipeline

Courtesy of The National, a look at the troubles making the Iran-Pakistan gas pipeline project a risky venture and, in some people’s eyes, a pipe dream.  As the article notes: “…Pakistan’s south-western province of Balochistan, which shares long borders with Iran and Afghanistan, is the key area for strategic gas pipeline projects from energy-rich Iran, […]

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Egypt: Investing Under Fire

Courtesy of The Financial Times, an interesting look at investing in Egypt, in the face of the violent protests ongoing there.  As the article notes: “…An old adage, reputedly coined by Nathan Rothschild during the Napoleonic Wars, urges investors to be contrary, and “buy at the sound of cannons, and sell at the sound of […]

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LUSTI vs. BRICs

Via Edge Perspectives, an interesting look at LUSTI nations (Lebanon, United Arab Emirates, Singapore, Tunisia and Israel), nations that – in the evolving global business landscape – the article believes will thrive as small countries and urban spikes becoming the focus of economic value creation and large national governments become increasingly marginalized.  As the report […]

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Cambodian Resistance To Chinese Investment?

Courtesy of the China Law blog, an interesting second look at China’s economic relationship with, and influence on, Cambodia.  As this article notes, there is some resistance to Chinese investment that is starting to emerge: “…I commented [earlier] on the rumors of extensive investment by China into Cambodia. The rumor at that time was that […]

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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.