Archive for the ‘Countries’ Category

Oil Majors Eye Northern Iraq

Via Forbes, a report on northern Iraq oil opportunities: The Kurdish region of northern Iraq. Image via Wikipedia  The Zagros Foothills exploratory play in Kurdistan is the highest potential onshore area in the world, especially to be looking for oil. The drilling results there from the last several years easily justify the high ranking given […]

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Vietnam: A New Asian Tiger?

Via Foreign Policy, a report on Vietnam’s Vietnam many intrinsic strengths — a young labor force, abundant natural resources, and political stability — as well as some short-term risks to a productivity-led growth agenda: It’s clear that much has changed in Southeast Asia since the Vietnam War. Over the past 25 years, Vietnam has transformed itself. […]

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China’s “Rason d’Etre” For Investing In North Korea

Via STRATFOR, some analysis on the reported Chinese investment in North Korea’s Rajin-Sonbong Special Economic Zone.  As the article notes: “…The Chinese Foreign Ministry denied allegations made in a Feb. 16 South Korean media report regarding its agreement with North Korea to jointly develop the Rajin-Sonbong Special Economic Zone, a port area in northeast North […]

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The East African Ride to Middle Income

Via The World Bank, an interesting article on East Africa’s economic growth trajectory: “You have embarked on a long train ride in Africa. The train is in bad shape, the ride is bumpy and breakdowns frequent. You wonder when you will arrive at destination or if you ever will. But after a tortuous first half of […]

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Nigeria: No. 1 in Africa by 2014?

Via The Financial Times, a report on Nigeria’s potential to become Africa’s largest economy by 2014.  As the article notes: Nigeria is by far Africa’s most populous nation but in 2010 its GDP was less than two thirds that of South Africa, the continent’s richest country. That, at least, is according to the IMF – […]

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Don’t Cry For Me: Argentina Clobbers ‘Big Oil’

Via The Financial Times, a report on the Argentinian government’s decision to scrap an incentives plan to encourage big oil companies to produce and refine more.  As the article notes: As usual, Argentina has a ready explanation. But the timing of the government’s decision to scrap an incentives plan to encourage big oil companies to […]

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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.