Archive for the ‘Countries’ Category

How Iran Plays the Oil Game … and Wins

Via OilPrice.com, an interesting article on Iran’s oil strategy: Instability in Libya and other parts of North Africa may be giving international investors the jitters.  In August, U.S. energy explorer Apache Corp. said it had enough of the political upheaval in Egypt and sold its assets there to its Chinese counterpart, Sinopec. In neighboring Libya, […]

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North Korea’s Newest Mega Project: Ski Resort

Via FoxNews, a report on North Korea’s newest mega project: In this Friday Sept. 20, 2013 photo, an unfinished hotel complex stands at the bottom of a mountain slope at the ski resort construction project at North Korea’s Masik Pass. Kim Tae Yong, secretary-general of North Korea’s ski association, views the sprawling alpine landscape before […]

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To This Tycoon, Iran Sanctions Were Like Gold

Via The New York Times, a report on Iranian businesspeople who prospered while helping the regime avoid sanctions: He called himself the “economic basij,” a reference to Iran’s hard-line paramilitary organization and defender of the Islamic Revolution. He drove a black Mercedes 500 SL and wore a $30,000 watch, as befits a man who put […]

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Myanmar’s $8B Jade Empire

Via Business Insider, an interesting look at Myanmar’s jade industry: A jade merchant inspects the most valuable jade lot that will be auctioned at the Mid-Year Emporium in Yangon November 13, 2007. Tin Tun picked all night through teetering heaps of rubble to find the palm-sized lump of jade he now holds in his hand. […]

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The Iron Silk Road: Reconnecting the Russia-North Korea Rail Link

Courtesy of STRATFOR (subscription required), an interesting look at the reconnected Russia-North Korea rail link: North Korea and Russia marked the reopening of a cross-border rail link connecting Russia’s Khasan with North Korea’s Rason port development zone. The rail reconnection, agreed upon more than a decade ago, will initially be used by Russia to transport […]

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Myanmar’s State Owned Telcos Seek Investors To Take On Foreign Rivals

Via Emerging Frontiers, a report that Myanmar’s state owned telecommunications are gearing up to battle the new foreign licensees: Burma’s two state-backed telecommunications operators are seeking investors to put in more than US$1 billion as they prepare to compete with foreign newcomers, Norway’s Telenor and Qatar’s Ooredoo. Telenor and Ooredoo won the bidding for two […]

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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.