Archive for the ‘Uncategorized’ Category

Myanmar: Lots To Offer, But A Long Way To Go

Courtesy of The Financial Times, one observer’s look at Myanmar’s potential: I spent a few days in Yangon, Myanmar’s biggest city, just before this month’s elections. It was my first visit since 1985. Back then, there were one or two flights in a day from Bangkok on small planes. One could only stay a week […]

Read more »



Myanmar: An Exchange Rate That Makes Sense

Via Time’s Global Spin blog, a look at how Myanmar’s central bank has set a new value on the national currency to reflect what it’s actually worth. But much more needs to be done to fix the country’s broken economy as the article notes: Workers count Burmese kyat currency at a bank April 5, 2012 […]

Read more »



Myanmar

Courtesy of The Financial Times, a look at how Myanmar’s reform promises opportunities for overseas investors – but makes locals and neighbors alike wary: Near Yangon’s historic riverfront on Monday, the buzz at the Thein Phyu Money Changer Centre came not only from the overnight news that Aung San Suu Kyi and her opposition National […]

Read more »



Obstacles To Foreign Investment In Myanmar

Courtesy of STRATFOR (subscription required), some analysis of potential challenges to foreign investment in Myanmar: Myanmar held parliamentary by-elections April 1, during which the country’s opposition party, led by democracy activist Aung San Suu Kyi, won at least 40 of 45 seats. The polls come one year after the March 2011 establishment of a nominally […]

Read more »



Central Asia: Pivot Region Of Global Geopolitics

Via Al Jazeera, some commentary on Central Asia: Dubbed as the “pivot region” of world politics, the five Central Asian nations of Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan have collectively gained an immense strategic importance over the last two decades, thanks to their geography and vast deposits of natural resources including gold, gas, oil and […]

Read more »



U.S. and China Press for Influence in Myanmar

Via The New York Times, a report on how the US and China are angling for influence in Myanmar: As Chinese workers in hard hats and red overalls bulldoze deep trenches into the orange soil across northern Myanmar for gas and oil pipelines to China, China’s largest energy conglomerate is paying cash for land and […]

Read more »


ABOUT
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.