The Uganda “Trap”
April 2nd, 2014
Courtesy of Emerging Markets Insights, a detailed analysis of Uganda: Kampala’s skyline Apparently Ugandans very rarely say no; they much prefer to say maybe. As I sit (without a previous appointment) in Prime Minister’s Amama Mbabazi waiting room hoping for a slot to open up in his busy schedule, I can see this cultural practice […]
Read more »What’s To Become Of Afghanistan’s Mines?
April 2nd, 2014
Via Foreign Policy, a look at the future of Afghanistan’s mining sector: Five days after Sardar Ahmad Khan, his wife, and two of their three children were murdered by teenage gunmen while having dinner in a Kabul hotel on the eve of Nowruz, the Persian new year, I visited a mutual friend, Nader Nadery, to […]
Read more »Turning Crisis To Opportunity In Mongolia
March 31st, 2014
Via Diplomatic Courier, an interesting look at the state of Mongolia’s economy and investment opportunities therein: The Mongolian economy, not long ago the darling of the global investment community, has hit another rough patch—with a bank collapse, slumping commodity exports, a devaluing currency, and a sharp slide in government bond prices all conspiring to produce […]
Read more »Powering Myanmar: FDI, Geopolitics and the Appetite for Risk
March 27th, 2014
Via Breaking Energy, a report on investment in Myanmar: While residents of Myanmar protest over electricity – sometimes on pricing, other times on access and most recently on environmental concerns and Chinese involvement – foreign investors are watching Myanmar’s opening economy with hungry eyes. It’s a country with a huge population, low electrification rates and […]
Read more »Can Iranian Gas Help Solve India’s Energy Crisis?
March 27th, 2014
Via Foreign Policy, a look at the potential role Iranian gas supplies may play in alleviating India’s energy crisis: On July 31, 2012, India experienced the worst electricity blackout in history, as three of the country’s five power grids failed. People traveling on metro systems and railways were stuck for hours, without a hint of […]
Read more »The Democratic Republic of the Congo’s Mineral Wealth
March 27th, 2014
Courtesy of STRATFOR (subscription required), an interesting look at the DRC’s mineral wealth: For years, the Congo’s vast, insecure and mineral-rich geography has attracted the interests of its central and southern neighbors. The government is seated more than 1,600 kilometers (1,000 miles) from the eastern and southern provinces that contain extensive mineral deposits and potential […]
Read more »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.