Archive for the ‘Uncategorized’ Category

Iran Seeking Out Both The Asian and European Energy Markets

Via Energy Daily, a report on Tehran’s agreement on a $7 billion natural gas pipeline deal with U.S. ally Pakistan in defiance of Western efforts to bring its economy to its knees.  As the article notes: “…Iran is also gearing up to make a move to participate in the giant $11 billion Nabucco gas pipeline […]

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Africa’s Business Opportunity

Courtesy of The McKinsey Quarterly, an interesting report on Africa’s investment potential: “…Africa was among the fastest-growing parts of the world between 2001 and 2008, with average growth of 5.6 percent a year. While the commodity boom played a role, stable macroeconomic conditions coupled with structural reforms—including the privatization of state-owned enterprises and lowered barriers […]

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Southeast Asia

Via Mark Mobius’ blog, a detailed look at Southeast Asia: “…Southeast Asia, which comprises mainly of the 10 member countries in ASEAN (Association of Southeast Asian Nations) and a few others, is an often overlooked region in Asia, as a result of being overshadowed by the Asian giants, China and India. The GDP of Southeast […]

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The Competition For Central Asian Energy

Via the BBC, an interesting look at the growing competition for control of global energy resources which some feel could spark wars on Russia’s borders, including those in Central Asia. “…Problems that involve the use of military force cannot be excluded, that would destroy the balance of forces close to the borders of the Russian […]

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Latin America: The Next Asia?

Courtesy of The Financial Times, commentary that Latin America is going to outperform all other emerging markets over the next 10 years, including Asia.  As the article notes: “…It seems like a crazy suggestion: Brazil may be hot, and Mexico slowly warming up, but how on earth can the likes of Argentina or Venezuela compare […]

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Africa’s Stock Is Rising

Courtesy of The Financial Times, a detailed look at Africa’s recent growth and prospects for future success.  As the article notes: “…In the half-century since colonial administrators began packing their pith helmets and heading home, sub-Saharan Africa has experienced a string of false dawns. Autocracies waxed and waned, accompanied by varying degrees of socialism, nationalism […]

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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.