Archive for the ‘Uncategorized’ Category

Myanmar’s Economic Future: South Korea Or Nigeria?

Via The Myanmar Times, a look at Myanmar’s economic future: AS Myanmar embarks on an unprecedented opening up of its economy to Western investors and multilateral and bilateral donor agencies, the country stands at a crossroads in terms of its future economic policy choices and national economic development trajectory. Such choices may well set Myanmar […]

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Myanmar: Follow The Money

Via The Diplomat, an interesting look at Myanmar’s currency reforms: Most Burma watchers will rightly have their eyes fixed on this Sunday’s much-anticipated by-elections and the prospect of opposition leader Aung San Suu Kyi entering parliament. However, others will be crunching the numbers after the government announced significant currency reforms to come into force the […]

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How Mozambique Could Shake Up Putin’s World

Courtesy of The Oil and The Glory, an article on Mozambique’s gas potential that may shake up the energy and geopolitical equation in a line stretching from Europe into Asia: Among the news from East Africa the last two days: Italy’s ENI raised its estimated natural gas reserves in Mozambique to the oil equivalent of […]

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Myanmar: Liberating Asia

Courtesy of STRATFOR, a look at how Myanmar’s ongoing liberalization and its normalization of relations with the outside world have the possibility of profoundly affecting geopolitics in Asia — and all for the better.  As the article notes: “…Geographically, Myanmar dominates the Bay of Bengal. It is where the spheres of influence of China and […]

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Myanmar And Vietnam: The Pros And Cons

Courtesy of The Financial Times, a report on how Myanmar’s opening may impact Vietnam’s longstanding economic engagement with that country.  As the article notes: The scramble for Myanmar among Western investors has yet to extend far beyond scouting trips and vague statements of intent. Not so with companies from Vietnam, which had few qualms about […]

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Africa: Ten Cities To Watch

Via The Financial Times, a look at some African cities to watch.  As the article notes: Everyone is talking up Africa’s potential for growth – but in a continent with more than a billion people, where should foreign companies focus their attention? According to research by Frontier Strategy Group, Africa will have 73 cities of […]

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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.