Archive for the ‘Countries’ Category

Indonesian GDP: 6% and counting

Courtesy of The Financial Times, an article on Indonesia’s economic strength.  As the report notes: Consumers are buying cars and motorbikes by the million, exports have jumped 18.5 per cent and fixed capital investment are up 7 per cent from July to September. It was the fourth consecutive quarter of GDP growth above 6 per […]

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India’s Track 3: Afghan-Iran Rail Link

Via The Hindustan Times, a report that India is planning a rail linkage of Iran and Afghanistan: “…In a bold move to assert itself in the Af-Pak region and reduce Pakistan’s room for manoeuvre, India is finalising a plan to construct a 900-km railway line that will connect Chabahar port in Iran, being built with […]

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North Korea on the Cusp of Digital Transformation

Via the North Korean Economic Watch, some interesting news that the Hermit Kingdom may soon be entering the digital age: The DPRK mobile communications industry has crossed the Rubicon, and the North Korean government can no longer roll it back without paying a severe political price. The most the authorities can do now is probably […]

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China: Passing The Buck in Afghanistan?

Via Foreign Policy, an interesting article on China’s economic interests in Afghanistan which, so far, have not been mirrored by any security investments.  As the report notes: “…As we pass the 10-year anniversary of the US-led war in Afghanistan, most attention has been focused on how much longer the United States intends to stay in […]

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Myanmar: An Outcast With Assets

Via The Financial Times, an article on Myanmar, a pariah state taking tentative steps to attract foreign investors: “…They have decided to change. It’s not what we called for, but there are changes. Even if they are pretending to change, we should push them so the change becomes irreversible. If we keep saying that ‘you […]

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Venezuela: A Tale of Potential and Peril

From Emerging Markets Insight, a report on Venezuela’s investment promise and peril: Venezuela presents a major challenge for MNCs who recognize the country’s market potential and high profit margins, but are troubled by the risks associated with any significant presence in the country. The upcoming elections in 2012 and recent concerns over Chavez’s health has […]

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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.