Archive for the ‘Countries’ Category

Sudan’s Economic Decay

Courtesy of STRATFOR (subscription required), a detailed analysis of Sudan’s economic woes: Sudanese protesters gather after the government suspended fuel subsidies in September. (STR/AFP/Getty Images) Summary Sudan’s descent into economic disrepair continues. Khartoum is struggling to lower its budget deficit and stabilize the exchange rate of the Sudanese pound against the U.S. dollar. Ever since […]

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Kazakhstan’s Bet on Rail

Courtesy of the New York Times, an interesting article on Kazakhstan’s efforts to build a railway network to help the region diversify its exports and end reliance on Russia: The railroad locomotive factory here on the outskirts is one of the most modern in the world, with huge yellow overhead cranes and a work force […]

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Turkey: Energy Ambitions And Limitations

Via STRATFOR (subscription required), a look at Turkey’s energy ambitions and limitations: Turkey hopes to take advantage of its location between Europe and Asia and become a regional energy corridor for oil and natural gas moving from Russia, the Caspian Basin, Central Asia and the Middle East to the large consumer market in Europe. These […]

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Prospects for the Moscow-Busan “Iron Silk Road Express”

Via SinoNK, a report on the new rail connection between Russia and North Korea: The DPRK’s northeast is once again the place to look for economic and political policy changes in the hermit kingdom. Since Rason Special Economic Zone’s 2009 rise in development, China has been the main investor in the borderlands. But now Russia […]

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Assets Of The Ayatollah

Courtesy of Reuters, a very interesting multi-part look at how Khamenei’s conglomerate thrived as sanctions squeezed Iran: Part 1: A Reuters investigation details a key to the supreme leader’s power: a little-known organization created to help the poor that morphed into a business juggernaut worth tens of billions of dollars. The 82-year-old Iranian woman keeps […]

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Mongolia’s Mining Sector

Via Mining.com, an interesting article on Mongolia’s mining sector: On November 3 Mongolia’s new, friendlier foreign investment law came into force. Probably not a day too soon. The Asian nation of three million citizens, dependent on the mining sector to fuel growth, is desperate to turn around the slump in its economy and the steep […]

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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.