Africa: The Final Emerging Market Frontier?
January 4th, 2008
Despite the current tragedy and turmoil in Kenya, much is being written of Africa as the final emerging market frontier. While we have been covering Africa for some time, 24/7 Wall Street offered an interesting look at African investing recently. The focus is primarily on ETFs, but the comments about investing in Africa seem on […]
Read more »Africa and the Middle East: FT’s Next Investing “Hot Spot”
December 30th, 2007
Today’s Financial Times points out the increased interest in North African and Middle Eastern stock markets, with several well-known funds aiming to invest up to US$1 billion in the region. While we have been following these markets for some time now, the reports anoints the markets as the “next investing hot spot.” As the article […]
Read more »Indonesia … the forgotten member of OPEC?
July 24th, 2007
Given my last post and as further reminded by an article at Stockerblog.com, we should keep Indonesia in the back of our minds. I am personally less than bullish on the specific companies mentioned in the article, but I do believe that Indonesia – as a market and opportunity – is often unfairly “penalized” or […]
Read more »BRICs & MORE-ter …. and The Curious Case of the Missing N-11
July 14th, 2007
Justin Fox offered an interesting 12 July post on the Time blog titled “Is it really BRICs, or just ICs?†in which he suggests that the use of the term BRIC may be somewhat misleading as some may interpret it to suggest that Brazil & Russia (BR) offer equally compelling arguments for global economic impact […]
Read more »Behind the Name…
July 6th, 2007
Why did I name this blog: Wildcats and Black Sheep? Wildcats draws it origin from wildcatting (in the petroleum / natural resource sense) and also has an implicit reference to the Asian “tiger†economies that have – for so long – been defined as successful models of economic development. Clearly, some of the resource-based emerging […]
Read more »Welcome
July 6th, 2007
Having traveled extensively around our ever shrinking globe and possessing a keen interest in business, investment, and economic development of emerging economies, it is my pleasure to introduce Wildcats & Black Sheep – The New Seven Sisters and Other Maverick Investment Opportunities, a new blog dedicated to the identification and evaluation of maverick investment opportunities […]
Read more »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.